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 78 institutions that hold shares in the stock, with a total of 2.31 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
383,508
shares
|
$18.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 16.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
272,191
shares
|
$13.3 Million
0.01% of portfolio
|
Q1 2024
Added 15.19%
|
|
|
Alm First Financial Advisors, LLC
Dallas, TX |
May 13, 2024 Q1 2024 |
175,000
shares
|
$8.57 Million
3.99% of portfolio
|
Q4 2022
New holding
|
|
|
Tcp Asset Management, LLC
Columbus, OH |
Apr 19, 2024 Q1 2024 |
153,678
shares
|
$7.53 Million
2.2% of portfolio
|
Q1 2024
Added 33.7%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
91,696
shares
|
$4.49 Million
0.01% of portfolio
|
Q1 2024
Added 90.8%
|
|
|
Cambria Investment Management, L.P.
|
May 14, 2024 Q1 2024 |
65,511
shares
|
$3.21 Million
0.21% of portfolio
|
Q1 2024
Reduced 7.5%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
61,455
shares
|
$3.01 Million
0.0% of portfolio
|
Q1 2024
Reduced 47.66%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
55,983
shares
|
$2.74 Million
0.03% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
May 13, 2024 Q1 2024 |
54,820
shares
|
$2.69 Million
2.79% of portfolio
|
Q1 2024
Reduced 5.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
52,656
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2024
Added 6.46%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
49,949
shares
|
$2.45 Million
0.01% of portfolio
|
Q1 2024
Added 10.6%
|
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
35,023
shares
|
$1.72 Million
0.08% of portfolio
|
Q4 2023
Reduced 6.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
33,049
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2024
Reduced 78.7%
|
|
|
Tap Consulting, LLC
|
Apr 22, 2024 Q1 2024 |
33,024
shares
|
$1.62 Million
0.37% of portfolio
|
Q1 2024
Added 0.14%
|
|
|
Holistic Financial Partners
|
May 08, 2024 Q1 2024 |
32,862
shares
|
$1.61 Million
0.9% of portfolio
|
Q1 2024
Added 5.77%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
32,565
shares
|
$1.6 Million
0.01% of portfolio
|
Q1 2024
Added 17.85%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
30,516
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2024
Added 26.96%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
30,389
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2024
Reduced 22.08%
|
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
29,665
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2024
Added 12.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 13, 2024 Q1 2024 |
27,063
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2024
Added 171.36%
|
|
|
Mainstay Capital Management LLC
|
Apr 30, 2024 Q1 2024 |
26,633
shares
|
$1.3 Million
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
May 01, 2024 Q1 2024 |
25,739
shares
|
$1.26 Million
0.08% of portfolio
|
Q1 2024
Added 33.5%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
25,430
shares
|
$1.25 Million
0.46% of portfolio
|
Q1 2024
Added 15.48%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
24,306
shares
|
$1.19 Million
0.23% of portfolio
|
Q1 2024
Added 7.3%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Apr 18, 2024 Q1 2024 |
23,858
shares
|
$1.17 Million
0.72% of portfolio
|
Q1 2024
Added 10.07%
|
|