Purchases and Sales Made in Q3 2023 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-769- 5.24% |
$36.8K - $38.5K
|
13.9K
$673K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-800Closed |
$38.3K - $40K
|
0
$0
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.02K- 12.08% |
$48.7K - $50.9K
|
7.4K
$358K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
SELL
|
- |
-1.14K- 5.4% |
$54.4K - $56.9K
|
19.9K
$965K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.14K- 0.7% |
$54.5K - $56.9K
|
160K
$7.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-1.17K- 90.24% |
$56.2K - $58.7K
|
127
$6.15K
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.29K- 19.64% |
$61.6K - $64.3K
|
5.26K
$255K
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1.5K- 25.8% |
$71.9K - $75.1K
|
4.32K
$209K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-1.71K- 4.53% |
$81.7K - $85.3K
|
36K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.78K- 2.7% |
$85K - $88.8K
|
64K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.17K- 16.05% |
$152K - $158K
|
16.6K
$802K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-3.27K- 10.71% |
$157K - $164K
|
27.3K
$1.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-3.39K- 7.49% |
$162K - $169K
|
41.9K
$2.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-3.66K- 16.6% |
$175K - $183K
|
18.4K
$890K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-5.7K- 8.66% |
$273K - $285K
|
60.2K
$2.91M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.87K- 25.1% |
$281K - $294K
|
17.5K
$848K
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.99K- 2.16% |
$287K - $299K
|
271K
$13.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.72K- 9.7% |
$322K - $336K
|
62.5K
$3.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-17.8K- 38.06% |
$852K - $890K
|
29K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.8K- 68.42% |
$1.28M - $1.34M
|
12.4K
$600K
|
|
|
Nov 13, 2023
Q3 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-27.1K- 27.35% |
$1.3M - $1.36M
|
72.1K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-34.5K- 6.91% |
$1.65M - $1.72M
|
465K
$22.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-35.2K- 12.28% |
$1.68M - $1.76M
|
251K
$12.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-35.5K- 79.35% |
$1.7M - $1.78M
|
9.25K
$448K
|