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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
670New |
$30.7K - $32.4K
|
670
$30.3K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-19- 7.88% |
$872 - $919
|
222
$10K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.93KNew |
$318K - $335K
|
6.93K
$313K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
486+ 7.14% |
$22.3K - $23.5K
|
7.3K
$330K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
6.57K+ 24.48% |
$301K - $318K
|
33.4K
$1.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
155+ 3.94% |
$7.11K - $7.5K
|
4.09K
$185K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.94K- 2.12% |
$410K - $432K
|
412K
$18.6M
|
|
|
Apr 29, 2025
Q1 2025
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
20.5K+ 8.53% |
$941K - $993K
|
261K
$11.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.69K+ 88.38% |
$399K - $421K
|
18.5K
$838K
|
|
|
Apr 28, 2025
Q1 2025
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.39K+ 2.55% |
$201K - $213K
|
177K
$7.98M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
1.99KNew |
$91.4K - $96.4K
|
1.99K
$90K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-64- 5.99% |
$2.94K - $3.1K
|
1K
$45.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.2K+ 5.03% |
$147K - $155K
|
66.7K
$3.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.37K- 3.87% |
$62.9K - $66.3K
|
34.1K
$1.54M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.07K- 81.92% |
$48.9K - $51.5K
|
235
$10.6K
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
24.5KNew |
$1.13M - $1.19M
|
24.5K
$1.11M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-1.44K- 97.83% |
$66.2K - $69.9K
|
32
$1.45K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
184+ 1.93% |
$8.44K - $8.9K
|
9.74K
$440K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38K- 75.39% |
$1.77M - $1.89M
|
12.4K
$562K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
387New |
$18K - $19.2K
|
387
$17.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17.4KNew |
$811K - $862K
|
17.4K
$786K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.05KNew |
$329K - $349K
|
7.05K
$319K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
616+ 37.58% |
$28.7K - $30.5K
|
2.26K
$102K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-1.75K- 5.33% |
$81.6K - $86.8K
|
31.1K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.25KNew |
$198K - $211K
|
4.25K
$192K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
262New |
$12.2K - $13K
|
262
$11.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
53New |
$2.47K - $2.63K
|
53
$2.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
383+ 3.4% |
$17.9K - $19K
|
11.6K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
435+ 21.09% |
$20.3K - $21.6K
|
2.5K
$113K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.59K- 2.98% |
$74.1K - $78.8K
|
51.7K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$2.28K - $2.43K
|
49
$2.21K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52New |
$2.42K - $2.58K
|
52
$2.35K
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
17KNew |
$795K - $845K
|
17K
$770K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.36KNew |
$250K - $266K
|
5.36K
$242K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-2.28K- 22.71% |
$107K - $113K
|
7.75K
$350K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
7.92KNew |
$373K - $394K
|
7.92K
$358K
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.5KNew |
$353K - $373K
|
7.5K
$339K
|
|
|
Nov 08, 2024
Q3 2024
|
Tredje Ap Fonden
|
BUY
|
- |
2.03MNew |
$95.6M - $101M
|
2.03M
$91.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13New |
$612 - $647
|
13
$588
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
347New |
$16.3K - $17.3K
|
347
$15.7K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-431- 3.74% |
$20.3K - $21.4K
|
11.1K
$502K
|
|
|
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
$2.31M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
27New |
$1.27K - $1.34K
|
27
$1.22K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.65K- 39.65% |
$313K - $331K
|
10.1K
$458K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.58KNew |
$75.8K - $79.5K
|
1.58K
$71.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
BUY
|
- |
5.28K+ 100.0% |
$254K - $266K
|
10.6K
$477K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
917+ 6.25% |
$44.2K - $46.3K
|
15.6K
$705K
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
SELL
|
- |
-732- 14.05% |
$35.2K - $36.9K
|
4.48K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.53K- 29.68% |
$218K - $229K
|
10.7K
$485K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.9KNew |
$188K - $197K
|
3.9K
$176K
|
|