Purchases and Sales Made in Q2 2024 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.63K- 10.14% |
$78.3K - $82.1K
|
14.4K
$679K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-2.08K- 16.09% |
$100K - $105K
|
10.9K
$512K
|
|
|
Jul 26, 2024
Q2 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-3.02K- 18.33% |
$145K - $152K
|
13.4K
$633K
|
|
|
Aug 02, 2024
Q2 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-3.48K- 29.51% |
$168K - $176K
|
8.32K
$392K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-4.53K- 29.68% |
$218K - $229K
|
10.7K
$505K
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.95K- 1.29% |
$238K - $250K
|
379K
$17.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-7.48K- 24.61% |
$360K - $377K
|
22.9K
$1.08M
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-7.5K- 22.83% |
$361K - $379K
|
25.4K
$1.19M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-7.84K- 32.86% |
$377K - $396K
|
16K
$754K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-14.7K- 44.5% |
$708K - $742K
|
18.3K
$864K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-30.9K- 50.2% |
$1.49M - $1.56M
|
30.6K
$1.44M
|