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 86 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 |
|---|---|---|---|---|---|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
670
shares
|
$30,954
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
543
shares
|
$25,086
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
387
shares
|
$17,879
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
280
shares
|
$12,936
0.0% of portfolio
|
Q1 2025
Added 2445.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
235
shares
|
$10,857
0.0% of portfolio
|
Q1 2025
Reduced 81.92%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
222
shares
|
$10,256
0.01% of portfolio
|
Q1 2025
Reduced 7.88%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
69
shares
|
$3,187
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
62
shares
|
$2,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
25
shares
|
$1,155
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
9
shares
|
$415
0.0% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|