Purchases and Sales Made in Q1 2022 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q1 2022. The information is specifically focused on institutions that hold shares of FIRST TRUST MANAGED FUTURES ST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Refined Wealth Management
|
BUY
|
- |
168KNew |
$7.53M - $8.92M
|
168K
$7.9M
|
|
May 04, 2022
Q1 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
65.8K+ 22.28% |
$2.95M - $3.49M
|
361K
$17M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
47.7K+ 103.91% |
$2.14M - $2.53M
|
93.7K
$4.4M
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.6K+ 32.82% |
$1.24M - $1.46M
|
112K
$5.25M
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
16.6KNew |
$745K - $882K
|
16.6K
$782K
|
|
May 16, 2022
Q1 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
12.9K+ 11.58% |
$577K - $684K
|
124K
$5.84M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.5KNew |
$517K - $612K
|
11.5K
$542K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
7.11KNew |
$319K - $377K
|
7.11K
$334K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.95K+ 11.6% |
$311K - $368K
|
66.8K
$3.14M
|
|
May 03, 2022
Q1 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
6.64KNew |
$298K - $352K
|
6.64K
$312K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
BUY
|
- |
5.45KNew |
$244K - $289K
|
5.45K
$256K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.31K+ 99.23% |
$238K - $282K
|
10.7K
$501K
|
|
May 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5KNew |
$224K - $265K
|
5K
$235K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
4.87K+ 55.87% |
$218K - $258K
|
13.6K
$639K
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.5KNew |
$202K - $239K
|
4.5K
$212K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
4.38KNew |
$196K - $232K
|
4.38K
$206K
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.36KNew |
$195K - $231K
|
4.36K
$205K
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.93K+ 51.13% |
$176K - $208K
|
11.6K
$545K
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.59K+ 7.61% |
$116K - $137K
|
36.6K
$1.72M
|
|
May 16, 2022
Q1 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
2.27K+ 9.03% |
$102K - $120K
|
27.4K
$1.29M
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.07K+ 6.45% |
$92.8K - $110K
|
34.2K
$1.61M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.05K+ 4.66% |
$91.6K - $109K
|
45.9K
$2.16M
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.73KNew |
$77.7K - $92K
|
1.73K
$81.5K
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.2K+ 13.93% |
$53.7K - $63.6K
|
9.82K
$461K
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.02K+ 7.14% |
$45.6K - $54K
|
15.3K
$719K
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
746New |
$33.4K - $39.6K
|
746
$35.1K
|
|
May 02, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
709+ 15.56% |
$31.8K - $37.6K
|
5.27K
$248K
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
644+ 1.75% |
$28.8K - $34.2K
|
37.5K
$1.76M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
622+ 10.11% |
$27.9K - $33K
|
6.78K
$319K
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
612New |
$27.4K - $32.5K
|
612
$28.8K
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
592+ 8.54% |
$26.5K - $31.4K
|
7.53K
$354K
|
|
May 11, 2022
Q1 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
456+ 5.86% |
$20.4K - $24.2K
|
8.24K
$387K
|
|
May 16, 2022
Q1 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
312+ 6.67% |
$14K - $16.5K
|
4.99K
$235K
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
201+ 2.63% |
$9K - $10.7K
|
7.85K
$369K
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
196+ 1.54% |
$8.78K - $10.4K
|
12.9K
$606K
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
115+ 1.46% |
$5.15K - $6.1K
|
8K
$376K
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
106New |
$4.75K - $5.62K
|
106
$4.98K
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
55+ 1.22% |
$2.46K - $2.92K
|
4.56K
$214K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
6+ 3.31% |
$269 - $318
|
187
$8.79K
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.59% |
$224 - $265
|
850
$40K
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-21Closed |
$941 - $1.11K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-55Closed |
$2.46K - $2.92K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-91- 9.76% |
$4.08K - $4.83K
|
841
$39.5K
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-123- 1.31% |
$5.51K - $6.52K
|
9.28K
$436K
|
|
Apr 22, 2022
Q1 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-143- 2.8% |
$6.4K - $7.58K
|
4.97K
$234K
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-150Closed |
$6.72K - $7.96K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-305Closed |
$13.7K - $16.2K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-394- 78.8% |
$17.6K - $20.9K
|
106
$4.98K
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-949Closed |
$42.5K - $50.3K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-10.1KClosed |
$450K - $533K
|
0
$0
|