Institutional Ownership First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF). We have compiled data on the 90 institutions that hold shares in the stock, with a total of 3.38 Million shares, which have been reported (via 13F filing form) to have a value of $164 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
445,495
shares
|
$21.7 Million
0.01% of portfolio
|
Q3 2025
Added 5.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
401,062
shares
|
$19.5 Million
0.01% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
Nov 06, 2025 Q3 2025 |
261,004
shares
|
$12.7 Million
2.56% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 13, 2025 Q3 2025 |
206,258
shares
|
$10 Million
1.06% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Oct 07, 2025 Q3 2025 |
193,023
shares
|
$9.4 Million
1.76% of portfolio
|
Q3 2025
Added 3.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
183,784
shares
|
$8.95 Million
0.01% of portfolio
|
Q3 2025
Added 34.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
140,370
shares
|
$6.83 Million
0.02% of portfolio
|
Q3 2025
Added 18.01%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
115,901
shares
|
$5.64 Million
0.0% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
102,001
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2025
Added 20.82%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
94,274
shares
|
$4.59 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
84,523
shares
|
$4.11 Million
0.0% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
83,924
shares
|
$4.09 Million
0.05% of portfolio
|
Q3 2025
Added 19.83%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
62,143
shares
|
$3.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
51,193
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.94%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
50,825
shares
|
$2.47 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
48,919
shares
|
$2.38 Million
0.02% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
46,769
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2025
Added 1.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
42,728
shares
|
$2.08 Million
0.08% of portfolio
|
Q3 2025
Added 2.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
39,923
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.92%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
32,569
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
31,102
shares
|
$1.51 Million
0.32% of portfolio
|
Q4 2024
Reduced 5.33%
|
|
|
Beta Wealth Group, Inc.
|
Nov 07, 2025 Q3 2025 |
30,390
shares
|
$1.48 Million
0.79% of portfolio
|
Q3 2025
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
30,262
shares
|
$1.47 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
25,164
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.56%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
24,802
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2025
Added 4.11%
|
|