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 85 institutions that hold shares in the stock, with a total of 3.02 Million shares, which have been reported (via 13F filing form) to have a value of $139 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
23,824
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
22,704
shares
|
$1.05 Million
0.47% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
21,489
shares
|
$992,791
0.02% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
21,380
shares
|
$987,756
0.0% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
20,016
shares
|
$924,739
0.01% of portfolio
|
Q1 2025
Reduced 5.39%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,641
shares
|
$861,214
0.82% of portfolio
|
Q1 2023
Reduced 55.81%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
18,529
shares
|
$856,039
0.02% of portfolio
|
Q1 2025
Added 88.38%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
18,293
shares
|
$845,136
0.42% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
18,205
shares
|
$841,071
0.04% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
17,606
shares
|
$813,397
0.05% of portfolio
|
Q1 2025
Reduced 23.91%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
15,600
shares
|
$720,720
0.01% of portfolio
|
Q2 2024
Added 6.25%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
14,671
shares
|
$677,800
0.2% of portfolio
|
Q2 2025
Added 7.25%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
13,576
shares
|
$627,211
0.01% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,359
shares
|
$617,185
0.02% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
13,315
shares
|
$615,153
0.0% of portfolio
|
Q1 2025
Reduced 12.49%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
May 12, 2025 Q1 2025 |
12,733
shares
|
$588,264
0.14% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
11,693
shares
|
$540,216
0.13% of portfolio
|
Q2 2025
Reduced 9.51%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
11,637
shares
|
$537,629
0.02% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,219
shares
|
$518,317
0.0% of portfolio
|
Q1 2025
Reduced 18.91%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2025 Q1 2025 |
11,034
shares
|
$509,770
0.31% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
10,562
shares
|
$487,964
0.0% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
10,550
shares
|
$487,410
0.13% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
9,934
shares
|
$458,950
0.19% of portfolio
|
Q1 2025
Added 2.48%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
9,739
shares
|
$449,941
0.01% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
9,307
shares
|
$429,983
0.03% of portfolio
|
Q1 2025
Reduced 2.24%
|