Purchases and Sales Made in Q3 2021 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 13, 2021
Q3 2021
|
Choice Wealth Advisors, LLC
Waterville, ME |
BUY
|
- |
26KNew |
$1.22M - $1.28M
|
26K
$1.22M
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.4K+ 10.5% |
$1.14M - $1.2M
|
257K
$12.1M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
15.4K+ 22.49% |
$724K - $761K
|
84.1K
$3.95M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
11.8K+ 1174.73% |
$553K - $582K
|
12.8K
$602K
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
6.45K+ 17.71% |
$303K - $318K
|
42.9K
$2.02M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.87K+ 14.45% |
$275K - $289K
|
46.5K
$2.18M
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.9K+ 39.25% |
$230K - $241K
|
17.4K
$817K
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
4.43KNew |
$207K - $218K
|
4.43K
$208K
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
4.42K+ 58.36% |
$207K - $218K
|
12K
$563K
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.85K+ 2.77% |
$134K - $140K
|
106K
$4.96M
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.02K+ 6.4% |
$94.7K - $99.5K
|
33.6K
$1.58M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
963+ 15.94% |
$45.1K - $47.4K
|
7.01K
$329K
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
897+ 17.96% |
$42.1K - $44.2K
|
5.89K
$277K
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
888+ 5.94% |
$41.6K - $43.7K
|
15.8K
$744K
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
813+ 7.01% |
$38.1K - $40K
|
12.4K
$583K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
633+ 9.03% |
$29.7K - $31.2K
|
7.64K
$359K
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
600New |
$28.1K - $29.6K
|
600
$28.2K
|
|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
500New |
$23.4K - $24.6K
|
500
$23.5K
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
285+ 139.02% |
$13.4K - $14K
|
490
$23K
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
155+ 2.43% |
$7.27K - $7.64K
|
6.53K
$307K
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
150New |
$7.03K - $7.39K
|
150
$7.05K
|
|
Feb 23, 2022
Q3 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
136+ 3.11% |
$6.38K - $6.7K
|
4.5K
$212K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
76+ 1.81% |
$3.56K - $3.74K
|
4.28K
$201K
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
68+ 0.99% |
$3.19K - $3.35K
|
6.95K
$326K
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
11+ 0.2% |
$516 - $542
|
5.55K
$261K
|
|
Aug 10, 2023
Q3 2021
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
4+ 0.65% |
$188 - $197
|
615
$28.9K
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1+ 0.01% |
$46.9 - $49.3
|
10.1K
$475K
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-55- 0.72% |
$2.58K - $2.71K
|
7.63K
$359K
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
SELL
|
- |
-70Closed |
$3.28K - $3.45K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-97- 2.08% |
$4.55K - $4.78K
|
4.56K
$215K
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-343Closed |
$16.1K - $16.9K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-520- 9.31% |
$24.4K - $25.6K
|
5.07K
$238K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-587- 10.89% |
$27.5K - $28.9K
|
4.8K
$226K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-715- 1.2% |
$33.5K - $35.2K
|
59.1K
$2.78M
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-940- 3.09% |
$44.1K - $46.3K
|
29.4K
$1.38M
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-1.3K- 7.03% |
$60.8K - $63.8K
|
17.1K
$806K
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.96KClosed |
$91.7K - $96.3K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.98K- 43.9% |
$187K - $196K
|
5.09K
$239K
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-8.73KClosed |
$409K - $430K
|
0
$0
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-9.78K- 62.27% |
$459K - $482K
|
5.93K
$279K
|