Latest Institutional Transactions on First Trust Managed Futures St (FMF)
This table provides information on the latest institutional transactions involving First Trust Managed Futures St (FMF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.28K- 22.71% |
$107K - $113K
|
7.75K
$369K
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-317K- 97.4% |
$14.9M - $15.8M
|
8.45K
$403K
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.35K+ 24.01% |
$440K - $465K
|
48.3K
$2.3M
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
181+ 1.81% |
$8.52K - $9K
|
10.2K
$484K
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.41K+ 28.91% |
$113K - $120K
|
10.7K
$511K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-309- 2.56% |
$14.6K - $15.4K
|
11.8K
$561K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
85+ 8500.0% |
$4K - $4.23K
|
86
$4.1K
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.51K+ 6.42% |
$118K - $125K
|
41.6K
$1.98M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-56- 0.39% |
$2.64K - $2.79K
|
14.2K
$678K
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.6K+ 2475.07% |
$781K - $825K
|
17.3K
$822K
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-842- 17.95% |
$39.6K - $41.9K
|
3.85K
$183K
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.27KNew |
$437K - $461K
|
9.27K
$442K
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.74K+ 18.99% |
$223K - $236K
|
29.7K
$1.41M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 57.73% |
$499K - $527K
|
7.75K
$369K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.93K- 13.39% |
$90.9K - $96K
|
12.5K
$595K
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11K+ 29.58% |
$517K - $546K
|
48.1K
$2.29M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.69K+ 10.1% |
$268K - $283K
|
62.1K
$2.96M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.99K+ 6.26% |
$282K - $298K
|
102K
$4.84M
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 130.05% |
$572K - $604K
|
21.5K
$1.02M
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.92KNew |
$373K - $394K
|
7.92K
$377K
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.5KNew |
$353K - $373K
|
7.5K
$357K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.29K+ 12.6% |
$155K - $164K
|
29.4K
$1.4M
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
509+ 2.49% |
$24K - $25.3K
|
20.9K
$996K
|
|
Nov 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
BUY
|
- |
2.03MNew |
$95.6M - $101M
|
2.03M
$96.7M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
344+ 1.07% |
$16.2K - $17.1K
|
32.5K
$1.55M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.3K+ 12.08% |
$1.57M - $1.66M
|
309K
$14.7M
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-10- 0.04% |
$471 - $497
|
25.4K
$1.21M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 3.11% |
$555K - $586K
|
390K
$18.6M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
496+ 8.4% |
$23.4K - $24.7K
|
6.4K
$305K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13New |
$612 - $647
|
13
$619
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.4K+ 1083.53% |
$1.57M - $1.66M
|
36.5K
$1.74M
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
262+ 1.47% |
$12.3K - $13K
|
18K
$859K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
39.1K+ 135.12% |
$1.84M - $1.94M
|
68K
$3.24M
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
293+ 0.88% |
$13.8K - $14.6K
|
33.6K
$1.6M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
12.9KNew |
$609K - $644K
|
12.9K
$616K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.52K+ 4.68% |
$118K - $125K
|
56.3K
$2.68M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
347New |
$16.3K - $17.3K
|
347
$16.5K
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
992+ 92.62% |
$46.7K - $49.3K
|
2.06K
$98.3K
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.3KNew |
$61.2K - $64.7K
|
1.3K
$61.9K
|
|
Oct 25, 2024
Q3 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-2.1K- 15.59% |
$98.7K - $104K
|
11.3K
$540K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-861- 3.22% |
$40.5K - $42.8K
|
25.9K
$1.23M
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.43K+ 4.71% |
$350K - $370K
|
165K
$7.87M
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-431- 3.74% |
$20.3K - $21.4K
|
11.1K
$529K
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
53.3KNew |
$2.51M - $2.65M
|
53.3K
$2.54M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-422- 1.84% |
$19.9K - $21K
|
22.5K
$1.07M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.01K- 1.94% |
$47.7K - $50.3K
|
51.2K
$2.44M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
312+ 3.54% |
$14.7K - $15.5K
|
9.12K
$434K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
12+ 0.11% |
$565 - $597
|
11.3K
$536K
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
8.14KNew |
$383K - $405K
|
8.14K
$388K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.27KNew |
$248K - $262K
|
5.27K
$251K
|