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 |
---|---|---|---|---|---|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
23,797
shares
|
$1.17 Million
0.22% of portfolio
|
Q4 2023
Added 29.5%
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
23,636
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2024
Closed
|
|
Assetmark, Inc
|
May 06, 2024 Q1 2024 |
23,176
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2024
Added 42.01%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
21,685
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2024
Added 1.15%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
20,762
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2024
Reduced 84.37%
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 06, 2024 Q1 2024 |
20,674
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2024
Added 0.13%
|
|
Simplicity Wealth,Llc
|
Apr 24, 2024 Q1 2024 |
20,040
shares
|
$982,761
0.02% of portfolio
|
Q1 2024
New holding
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
18,641
shares
|
$914,154
0.82% of portfolio
|
Q1 2023
Reduced 55.81%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
16,457
shares
|
$807,051
0.06% of portfolio
|
Q1 2024
New holding
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
16,049
shares
|
$787,042
0.01% of portfolio
|
Q1 2024
Reduced 11.2%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
15,340
shares
|
$752,273
0.02% of portfolio
|
Q1 2024
Added 3.38%
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
15,265
shares
|
$748,595
0.08% of portfolio
|
Q1 2024
Reduced 20.07%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
14,683
shares
|
$720,054
0.01% of portfolio
|
Q1 2024
Reduced 8.05%
|
|
Professional Financial Advisors, LLC
|
Apr 25, 2024 Q1 2024 |
14,627
shares
|
$717,308
0.22% of portfolio
|
Q1 2024
New holding
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 12, 2024 Q1 2024 |
12,955
shares
|
$635,313
0.15% of portfolio
|
Q1 2024
Reduced 54.73%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
12,752
shares
|
$625,358
0.01% of portfolio
|
Q1 2024
Added 4.86%
|
|
Fsb Premier Wealth Management, Inc.
|
May 10, 2024 Q1 2024 |
11,804
shares
|
$578,868
0.28% of portfolio
|
Q1 2024
Added 28.05%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
11,749
shares
|
$576,170
0.01% of portfolio
|
Q1 2024
Added 3.94%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
11,346
shares
|
$556,407
0.02% of portfolio
|
Q1 2024
Reduced 0.83%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
11,302
shares
|
$554,250
0.01% of portfolio
|
Q1 2024
Added 83.44%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 30, 2024 Q1 2024 |
10,671
shares
|
$523,305
0.09% of portfolio
|
Q1 2024
Added 27.07%
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
May 15, 2024 Q1 2024 |
10,090
shares
|
$494,813
0.3% of portfolio
|
Q1 2024
Added 4.59%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
9,900
shares
|
$485,496
0.03% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
9,367
shares
|
$459,357
0.09% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
8,774
shares
|
$430,276
0.02% of portfolio
|
Q1 2024
Added 63.45%
|