Purchases and Sales Made in Q4 2022 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
289+ 4.64% |
$13.5K - $15.2K
|
6.51K
$307K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
268+ 1.46% |
$12.5K - $14.1K
|
18.7K
$879K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
200New |
$9.35K - $10.5K
|
200
$9.42K
|
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
196+ 3.2% |
$9.16K - $10.3K
|
6.33K
$298K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
108+ 1.74% |
$5.05K - $5.68K
|
6.31K
$297K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
103New |
$4.81K - $5.41K
|
103
$4.85K
|
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
69New |
$3.23K - $3.63K
|
69
$3.25K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55New |
$2.57K - $2.89K
|
55
$2.59K
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
48New |
$2.24K - $2.52K
|
48
$2.26K
|
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
24+ 6.65% |
$1.12K - $1.26K
|
385
$18.1K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
14+ 2.25% |
$654 - $736
|
635
$29.9K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.12% |
$467 - $526
|
8.24K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
5+ 0.35% |
$234 - $263
|
1.43K
$67.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-37- 0.42% |
$1.73K - $1.94K
|
8.74K
$412K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-189- 10.75% |
$8.83K - $9.93K
|
1.57K
$73.9K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-193- 99.48% |
$9.02K - $10.1K
|
1
$47.1
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-370- 1.97% |
$17.3K - $19.4K
|
18.4K
$865K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
SELL
|
- |
-384- 46.6% |
$17.9K - $20.2K
|
440
$20.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-822- 10.09% |
$38.4K - $43.2K
|
7.33K
$345K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-1.12K- 11.72% |
$52.3K - $58.8K
|
8.42K
$396K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.36K- 14.75% |
$63.3K - $71.2K
|
7.83K
$369K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.1K- 14.23% |
$145K - $163K
|
18.7K
$879K
|
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
SELL
|
- |
-3.9K- 2.59% |
$182K - $205K
|
146K
$6.89M
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.51K- 12.62% |
$211K - $237K
|
31.2K
$1.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.94K- 14.49% |
$278K - $312K
|
35.1K
$1.65M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-10.9K- 85.18% |
$509K - $573K
|
1.9K
$89.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-11.6K- 35.27% |
$544K - $612K
|
21.4K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-22.6K- 70.04% |
$1.06M - $1.19M
|
9.68K
$456K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-34.5K- 88.64% |
$1.61M - $1.81M
|
4.43K
$208K
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-185K- 65.57% |
$8.65M - $9.73M
|
97.2K
$4.58M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-268K- 97.05% |
$12.5M - $14.1M
|
8.15K
$384K
|