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 76 institutions that hold shares in the stock, with a total of 4.41 Million shares, which have been reported (via 13F filing form) to have a value of $210 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
21,819
shares
|
$1.04 Million
0.51% of portfolio
|
Q3 2024
Added 36.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
21,475
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Added 130.05%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
21,151
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
20,912
shares
|
$996,665
0.02% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
20,159
shares
|
$960,777
0.09% of portfolio
|
Q3 2024
Added 0.0%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,641
shares
|
$888,430
0.82% of portfolio
|
Q1 2023
Reduced 55.81%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
18,032
shares
|
$859,405
0.01% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
17,253
shares
|
$822,277
0.01% of portfolio
|
Q3 2024
Added 2475.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,600
shares
|
$743,496
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
14,231
shares
|
$678,249
0.02% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
Professional Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
14,224
shares
|
$677,915
0.18% of portfolio
|
Q3 2024
Reduced 11.03%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
12,938
shares
|
$616,625
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,491
shares
|
$595,321
0.0% of portfolio
|
Q3 2024
Reduced 13.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
11,772
shares
|
$561,053
0.01% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
11,345
shares
|
$540,702
0.03% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,254
shares
|
$536,365
0.02% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
11,108
shares
|
$529,407
0.07% of portfolio
|
Q3 2024
Reduced 3.74%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
11,045
shares
|
$526,404
0.11% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
10,727
shares
|
$511,248
0.22% of portfolio
|
Q3 2024
Added 28.91%
|
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
10,550
shares
|
$502,812
0.13% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
10,156
shares
|
$484,034
0.28% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
10,128
shares
|
$482,700
0.12% of portfolio
|
Q3 2024
Reduced 39.65%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
9,271
shares
|
$441,855
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
9,119
shares
|
$434,611
0.01% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
8,453
shares
|
$402,869
0.01% of portfolio
|
Q3 2024
Reduced 97.4%
|