Purchases and Sales Made in Q3 2024 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q3 2024. 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 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
BUY
|
- |
2.03MNew |
$95.6M - $101M
|
2.03M
$97.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
326KNew |
$15.3M - $16.2M
|
326K
$15.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
53.3KNew |
$2.51M - $2.65M
|
53.3K
$2.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
39.1K+ 135.12% |
$1.84M - $1.94M
|
68K
$3.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.4K+ 1083.53% |
$1.57M - $1.66M
|
36.5K
$1.75M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.3K+ 12.08% |
$1.57M - $1.66M
|
309K
$14.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
31.9K+ 18.22% |
$1.5M - $1.59M
|
207K
$9.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.6K+ 2475.07% |
$781K - $825K
|
17.3K
$827K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.9KNew |
$609K - $644K
|
12.9K
$621K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 130.05% |
$572K - $604K
|
21.5K
$1.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 3.11% |
$555K - $586K
|
390K
$18.7M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11K+ 29.58% |
$517K - $546K
|
48.1K
$2.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.35K+ 24.01% |
$440K - $465K
|
48.3K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.27KNew |
$437K - $461K
|
9.27K
$445K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
8.14KNew |
$383K - $405K
|
8.14K
$390K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.92KNew |
$373K - $394K
|
7.92K
$380K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.5KNew |
$353K - $373K
|
7.5K
$360K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.43K+ 4.71% |
$350K - $370K
|
165K
$7.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.99K+ 6.26% |
$282K - $298K
|
102K
$4.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.8K+ 36.22% |
$273K - $289K
|
21.8K
$1.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.69K+ 10.1% |
$268K - $283K
|
62.1K
$2.98M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.27KNew |
$248K - $262K
|
5.27K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.74K+ 18.99% |
$223K - $236K
|
29.7K
$1.42M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.57KNew |
$215K - $227K
|
4.57K
$219K
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.29K+ 12.6% |
$155K - $164K
|
29.4K
$1.41M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.52K+ 4.68% |
$118K - $125K
|
56.3K
$2.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.51K+ 6.42% |
$118K - $125K
|
41.6K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.41K+ 28.91% |
$113K - $120K
|
10.7K
$514K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3KNew |
$61.2K - $64.7K
|
1.3K
$62.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
992+ 92.62% |
$46.7K - $49.3K
|
2.06K
$98.9K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
509+ 2.49% |
$24K - $25.3K
|
20.9K
$1M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
496+ 8.4% |
$23.4K - $24.7K
|
6.4K
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
347New |
$16.3K - $17.3K
|
347
$16.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
344+ 1.07% |
$16.2K - $17.1K
|
32.5K
$1.56M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
312+ 3.54% |
$14.7K - $15.5K
|
9.12K
$437K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
307+ 5.13% |
$14.5K - $15.3K
|
6.29K
$302K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
293+ 0.88% |
$13.8K - $14.6K
|
33.6K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
262+ 1.47% |
$12.3K - $13K
|
18K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
181+ 1.81% |
$8.52K - $9K
|
10.2K
$487K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
174+ 1.6% |
$8.19K - $8.65K
|
11K
$530K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
85+ 8500.0% |
$4K - $4.23K
|
86
$4.12K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
27New |
$1.27K - $1.34K
|
27
$1.29K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13New |
$612 - $647
|
13
$623
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.11% |
$565 - $597
|
11.3K
$540K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1+ 0.0% |
$47.1 - $49.7
|
20.2K
$967K
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-10- 0.04% |
$471 - $497
|
25.4K
$1.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-56- 0.39% |
$2.64K - $2.79K
|
14.2K
$683K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-148- 0.45% |
$6.97K - $7.36K
|
32.9K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-309- 2.56% |
$14.6K - $15.4K
|
11.8K
$565K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-422- 1.84% |
$19.9K - $21K
|
22.5K
$1.08M
|