Purchases and Sales Made in Q2 2025 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q2 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST MANAGED FUTURES ST.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-849- 8.04% |
$38K - $39.4K
|
9.71K
$482K
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-952- 0.69% |
$42.6K - $44.2K
|
136K
$6.76M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.03K- 9.15% |
$46K - $47.7K
|
10.2K
$506K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.06K- 4.47% |
$47.6K - $49.4K
|
22.7K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.23K- 9.51% |
$55K - $57.1K
|
11.7K
$580K
|
|
|
Aug 11, 2025
Q2 2025
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-1.34K- 15.47% |
$60.1K - $62.3K
|
7.33K
$364K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.33K- 10.92% |
$105K - $108K
|
19K
$945K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.37K- 4.69% |
$106K - $110K
|
48.1K
$2.39M
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.39K- 4.71% |
$107K - $111K
|
48.4K
$2.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-3.11K- 9.32% |
$139K - $144K
|
30.3K
$1.5M
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.25K- 3.28% |
$146K - $151K
|
95.8K
$4.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.35K- 5.12% |
$150K - $156K
|
62.1K
$3.08M
|
|
|
Aug 07, 2025
Q2 2025
|
Pfg Advisors
|
SELL
|
- |
-5.61K- 31.84% |
$251K - $260K
|
12K
$595K
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.19K- 34.36% |
$412K - $427K
|
17.6K
$871K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-9.93K- 53.6% |
$445K - $461K
|
8.6K
$427K
|
|
|
Aug 05, 2025
Q2 2025
|
Holistic Financial Partners
|
SELL
|
- |
-10.6K- 57.93% |
$475K - $492K
|
7.7K
$382K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-21.3K- 62.45% |
$953K - $988K
|
12.8K
$634K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-34.2K- 81.77% |
$1.53M - $1.59M
|
7.62K
$378K
|