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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.07KNew |
$49.8K - $52.9K
|
1.07K
$51.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$2.28K - $2.43K
|
49
$2.35K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.09K+ 4.98% |
$50.7K - $53.9K
|
22.9K
$1.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
958+ 3.7% |
$44.7K - $47.5K
|
26.8K
$1.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
436+ 4.78% |
$20.3K - $21.6K
|
9.56K
$459K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52New |
$2.42K - $2.58K
|
52
$2.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.58K+ 50.87% |
$307K - $326K
|
19.5K
$937K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.04K+ 4.26% |
$328K - $349K
|
172K
$8.27M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
33.6K+ 16.24% |
$1.57M - $1.67M
|
240K
$11.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.29K+ 20.75% |
$107K - $114K
|
13.3K
$640K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
17KNew |
$795K - $845K
|
17K
$818K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.09K+ 9.88% |
$97.4K - $104K
|
23.2K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-261- 1.83% |
$12.2K - $12.9K
|
14K
$670K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-427- 8.11% |
$19.9K - $21.2K
|
4.84K
$232K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.36KNew |
$250K - $266K
|
5.36K
$257K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.35K+ 29.59% |
$63.1K - $67.1K
|
5.93K
$284K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
65+ 203.13% |
$3.03K - $3.22K
|
97
$4.66K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.28K- 22.71% |
$107K - $113K
|
7.75K
$372K
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-317K- 97.4% |
$14.9M - $15.8M
|
8.45K
$406K
|
|
|
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
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
2.41K+ 28.91% |
$113K - $120K
|
10.7K
$515K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-309- 2.56% |
$14.6K - $15.4K
|
11.8K
$565K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
181+ 1.81% |
$8.52K - $9K
|
10.2K
$487K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
85+ 8500.0% |
$4K - $4.23K
|
86
$4.13K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.51K+ 6.42% |
$118K - $125K
|
41.6K
$2M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-56- 0.39% |
$2.64K - $2.79K
|
14.2K
$683K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
16.6K+ 2475.07% |
$781K - $825K
|
17.3K
$828K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-842- 17.95% |
$39.6K - $41.9K
|
3.85K
$185K
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
9.27KNew |
$437K - $461K
|
9.27K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.74K+ 18.99% |
$223K - $236K
|
29.7K
$1.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.93K- 13.39% |
$90.9K - $96K
|
12.5K
$599K
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
11K+ 29.58% |
$517K - $546K
|
48.1K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-10.6K- 57.73% |
$499K - $527K
|
7.75K
$372K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.69K+ 10.1% |
$268K - $283K
|
62.1K
$2.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.99K+ 6.26% |
$282K - $298K
|
102K
$4.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
12.1K+ 130.05% |
$572K - $604K
|
21.5K
$1.03M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
509+ 2.49% |
$24K - $25.3K
|
20.9K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.29K+ 12.6% |
$155K - $164K
|
29.4K
$1.41M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.5KNew |
$353K - $373K
|
7.5K
$360K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.92KNew |
$373K - $394K
|
7.92K
$380K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
33.3K+ 12.08% |
$1.57M - $1.66M
|
309K
$14.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
344+ 1.07% |
$16.2K - $17.1K
|
32.5K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
BUY
|
- |
2.03MNew |
$95.6M - $101M
|
2.03M
$97.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-10- 0.04% |
$471 - $497
|
25.4K
$1.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 3.11% |
$555K - $586K
|
390K
$18.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
496+ 8.4% |
$23.4K - $24.7K
|
6.4K
$307K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13New |
$612 - $647
|
13
$624
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
33.4K+ 1083.53% |
$1.57M - $1.66M
|
36.5K
$1.75M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
39.1K+ 135.12% |
$1.84M - $1.94M
|
68K
$3.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
262+ 1.47% |
$12.3K - $13K
|
18K
$865K
|
|