Purchases and Sales Made in Q4 2024 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
262New |
$12.2K - $13K
|
262
$12.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
249+ 2.69% |
$11.6K - $12.3K
|
9.52K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
241New |
$11.2K - $11.9K
|
241
$11.1K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
65+ 203.13% |
$3.03K - $3.22K
|
97
$4.48K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
53New |
$2.47K - $2.63K
|
53
$2.45K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52New |
$2.42K - $2.58K
|
52
$2.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$2.28K - $2.43K
|
49
$2.26K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
3New |
$140 - $149
|
3
$138
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-75- 87.21% |
$3.5K - $3.72K
|
11
$508
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-261- 1.83% |
$12.2K - $12.9K
|
14K
$644K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-394- 2.77% |
$18.4K - $19.5K
|
13.8K
$639K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-427- 8.11% |
$19.9K - $21.2K
|
4.84K
$223K
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-977- 8.61% |
$45.6K - $48.4K
|
10.4K
$478K
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.03K- 9.63% |
$48.2K - $51.2K
|
9.69K
$447K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.52K- 12.92% |
$70.9K - $75.4K
|
10.3K
$473K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.59K- 2.98% |
$74.1K - $78.8K
|
51.7K
$2.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.75K- 5.33% |
$81.6K - $86.8K
|
31.1K
$1.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.92K- 49.92% |
$89.6K - $95.2K
|
1.93K
$88.9K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-3.02K- 11.9% |
$141K - $150K
|
22.3K
$1.03M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.9K- 21.65% |
$182K - $194K
|
14.1K
$652K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.28K- 1.38% |
$200K - $212K
|
305K
$14.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.3K- 34.89% |
$529K - $562K
|
21.2K
$976K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-11.6K- 39.39% |
$540K - $574K
|
17.8K
$822K
|