Patriot Financial Group Insurance Agency, LLC First Trust Managed Futures St Transaction History

Patriot Financial Group Insurance Agency, LLC

$795 Million
Q2 2025

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$47.09 - $49.74 $20,295 - $21,437	-431 Reduced 3.74%	11,108 $527,000
Q2 2024 Jul 26, 2024	BUY	$48.15 - $50.46 $41,794 - $43,799	868 Added 8.13%	11,539 $561,000
Q1 2024 Apr 30, 2024	BUY	$46.29 - $50.57 $105,217 - $114,945	2,273 Added 27.07%	10,671 $539,000
Q4 2023 Jan 19, 2024	BUY	$46.11 - $48.78 $387,231 - $409,654	8,398 New	8,398 $387,000
Q2 2022 Jul 29, 2022	BUY	$48.99 - $54.17 $29,785 - $32,935	608 New	608 $31,000

Others Institutions Holding FMF

# of Institutions

Shares Held

3.04M

Call Options Held

Put Options Held

Envestnet Asset Management Inc

422K
Shares

$20 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

344K
Shares

$16.3 Million
0.01% of portfolio
Alm First Financial Advisors, LLC Dallas, TX

261K
Shares

$12.4 Million
2.54% of portfolio
Tcp Asset Management, LLC Columbus, OH

186K
Shares

$8.82 Million
1.82% of portfolio
Coppell Advisory Solutions LLC Coppell, TX

139K
Shares

$6.61 Million
0.88% of portfolio

View Full List

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