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 |
---|---|---|---|---|---|---|---|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.8K+ 36.22% |
$273K - $289K
|
21.8K
$1.04M
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 11.03% |
$83K - $87.7K
|
14.2K
$678K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
307+ 5.13% |
$14.5K - $15.3K
|
6.29K
$300K
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
1+ 0.0% |
$47.1 - $49.7
|
20.2K
$960K
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
174+ 1.6% |
$8.19K - $8.65K
|
11K
$526K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-148- 0.45% |
$6.97K - $7.36K
|
32.9K
$1.57M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
27New |
$1.27K - $1.34K
|
27
$1.29K
|
|
Oct 07, 2024
Q3 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
31.9K+ 18.22% |
$1.5M - $1.59M
|
207K
$9.86M
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.65K- 39.65% |
$313K - $331K
|
10.1K
$482K
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.07K- 4.83% |
$50.6K - $53.4K
|
21.2K
$1.01M
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.57KNew |
$215K - $227K
|
4.57K
$218K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
8.02KNew |
$386K - $405K
|
8.02K
$382K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.9K- 50.2% |
$1.49M - $1.56M
|
30.6K
$1.46M
|
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.58KNew |
$75.8K - $79.5K
|
1.58K
$75K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
3.67K+ 305.24% |
$177K - $185K
|
4.87K
$232K
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.22K- 13.06% |
$58.9K - $61.7K
|
8.14K
$388K
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
5.28K+ 100.0% |
$254K - $266K
|
10.6K
$503K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
917+ 6.25% |
$44.2K - $46.3K
|
15.6K
$743K
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-732- 14.05% |
$35.2K - $36.9K
|
4.48K
$213K
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
733+ 72.57% |
$35.3K - $37K
|
1.74K
$83K
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.53K- 29.68% |
$218K - $229K
|
10.7K
$511K
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-229- 3.76% |
$11K - $11.6K
|
5.87K
$279K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.9KNew |
$188K - $197K
|
3.9K
$186K
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15.5K+ 77.27% |
$745K - $781K
|
35.5K
$1.69M
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-601- 12.75% |
$28.9K - $30.3K
|
4.11K
$196K
|
|
Jul 17, 2024
Q2 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.27KNew |
$205K - $215K
|
4.27K
$203K
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
51+ 196.15% |
$2.46K - $2.57K
|
77
$3.67K
|
|
Q1 2024 | |||||||
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.14K+ 83.44% |
$238K - $260K
|
11.3K
$538K
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.65K+ 7.3% |
$76.5K - $83.6K
|
24.3K
$1.16M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
7.67K+ 70.31% |
$355K - $388K
|
18.6K
$885K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-66- 0.26% |
$3.06K - $3.34K
|
25.1K
$1.19M
|
|
May 14, 2024
Q1 2024
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-5.31K- 7.5% |
$246K - $269K
|
65.5K
$3.12M
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
178New |
$8.24K - $9K
|
178
$8.48K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
4.3KNew |
$199K - $217K
|
4.3K
$205K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
591+ 4.86% |
$27.4K - $29.9K
|
12.8K
$608K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
110New |
$5.09K - $5.56K
|
110
$5.24K
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.46K+ 33.5% |
$299K - $327K
|
25.7K
$1.23M
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.52KNew |
$209K - $228K
|
4.52K
$215K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
4.05KNew |
$188K - $205K
|
4.05K
$193K
|
|
Apr 30, 2024
Q1 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
26.6KNew |
$1.23M - $1.35M
|
26.6K
$1.27M
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-69- 58.97% |
$3.19K - $3.49K
|
48
$2.29K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-133- 2.59% |
$6.13K - $6.49K
|
5K
$238K
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.1K- 10.0% |
$50.7K - $53.7K
|
9.9K
$472K
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.49KNew |
$253K - $268K
|
5.49K
$261K
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-839- 97.79% |
$38.7K - $40.9K
|
19
$905
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-48.1K- 96.93% |
$2.22M - $2.34M
|
1.52K
$72.4K
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
46New |
$2.12K - $2.24K
|
46
$2.19K
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.19K+ 3041.03% |
$54.7K - $57.9K
|
1.23K
$58.4K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.84K- 30.69% |
$131K - $138K
|
6.41K
$305K
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
27.6KNew |
$1.27M - $1.34M
|
27.6K
$1.31M
|