Purchases and Sales Made in Q1 2023 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
129K+ 268.19% |
$5.93M - $6.21M
|
178K
$8.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
89.8KNew |
$4.12M - $4.31M
|
89.8K
$4.22M
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
77KNew |
$3.53M - $3.7M
|
77K
$3.62M
|
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
68.7KNew |
$3.15M - $3.3M
|
68.7K
$3.23M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
BUY
|
- |
32.3K+ 26.2% |
$1.48M - $1.55M
|
156K
$7.32M
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
BUY
|
- |
31.3KNew |
$1.44M - $1.51M
|
31.3K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
21.7KNew |
$995K - $1.04M
|
21.7K
$1.02M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
20.4K+ 59.75% |
$936K - $981K
|
54.6K
$2.57M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
12.3K+ 1232200.0% |
$565K - $592K
|
12.3K
$579K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
10.1KNew |
$464K - $486K
|
10.1K
$476K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
10.1KNew |
$462K - $483K
|
10.1K
$473K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.53KNew |
$391K - $410K
|
8.53K
$401K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.97KNew |
$320K - $335K
|
6.97K
$328K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.28KNew |
$288K - $302K
|
6.28K
$295K
|
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
5.29KNew |
$243K - $254K
|
5.29K
$249K
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
5.28KNew |
$242K - $253K
|
5.28K
$248K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.95KNew |
$227K - $238K
|
4.95K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.7KNew |
$216K - $226K
|
4.7K
$221K
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.47K+ 3.8% |
$205K - $215K
|
122K
$5.74M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
4.28K+ 23.27% |
$196K - $205K
|
22.7K
$1.06M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
4.28K+ 23.27% |
$196K - $205K
|
22.7K
$1.06M
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.49K+ 72.73% |
$160K - $167K
|
8.28K
$389K
|
|
|
May 11, 2023
Q1 2023
|
Cambria Investment Management, L.P.
|
BUY
|
- |
3.03K+ 3.12% |
$139K - $146K
|
100K
$4.71M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.36K+ 16.64% |
$108K - $113K
|
16.5K
$776K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.28K+ 5.7% |
$105K - $109K
|
42.3K
$1.99M
|
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.15K+ 8.16% |
$98.7K - $103K
|
28.5K
$1.34M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.8K+ 13.64% |
$82.7K - $86.7K
|
15K
$707K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.76K+ 295.45% |
$80.5K - $84.3K
|
2.35K
$110K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
1.69K+ 4.71% |
$77.7K - $81.4K
|
37.7K
$1.77M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.69K+ 2.42% |
$77.6K - $81.3K
|
71.6K
$3.37M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.63K+ 37.47% |
$74.8K - $78.3K
|
5.98K
$281K
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.62K+ 8.69% |
$74.4K - $77.9K
|
20.3K
$953K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.1K+ 22.92% |
$50.5K - $52.8K
|
5.9K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
974+ 11.14% |
$44.7K - $46.8K
|
9.72K
$457K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
945+ 3.19% |
$43.3K - $45.4K
|
30.6K
$1.44M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
676+ 1.58% |
$31K - $32.5K
|
43.6K
$2.05M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
581+ 2.64% |
$26.7K - $27.9K
|
22.6K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
487+ 5.91% |
$22.3K - $23.4K
|
8.73K
$410K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
376+ 7.92% |
$17.2K - $18.1K
|
5.12K
$241K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
367+ 1.06% |
$16.8K - $17.6K
|
34.9K
$1.64M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
342+ 5.42% |
$15.7K - $16.4K
|
6.65K
$313K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
229New |
$10.5K - $11K
|
229
$10.8K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
200New |
$9.17K - $9.61K
|
200
$9.4K
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
173+ 2.73% |
$7.94K - $8.31K
|
6.5K
$306K
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
119+ 0.62% |
$5.46K - $5.72K
|
19.4K
$911K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
116+ 7.39% |
$5.32K - $5.57K
|
1.69K
$79.2K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
57+ 0.72% |
$2.61K - $2.74K
|
7.93K
$373K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
53+ 2.8% |
$2.43K - $2.55K
|
1.95K
$91.6K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3+ 0.21% |
$138 - $144
|
1.43K
$67.2K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-16- 0.31% |
$734 - $769
|
5.18K
$243K
|