Calton & Associates, Inc. First Trust Managed Futures St Transaction History

Calton & Associates, Inc.

$542 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$46.24 - $49.25 $13,409 - $14,282	-290 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$46.22 - $47.64 $13,403 - $13,815	290	290 $14,000

Others Institutions Holding FMF

# of Institutions

88

Shares Held

3.16M

Call Options Held

0

Put Options Held

0

Envestnet Asset Management Inc

422K
Shares

$21 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$17 Million
0.01% of portfolio
Alm First Financial Advisors, LLC Dallas, TX

261K
Shares

$12.9 Million
2.54% of portfolio
Tcp Asset Management, LLC Columbus, OH

193K
Shares

$9.58 Million
1.76% of portfolio
Coppell Advisory Solutions LLC Coppell, TX

184K
Shares

$9.13 Million
0.98% of portfolio

About FIRST TRUST MANAGED FUTURES ST

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