Purchases and Sales Made in Q4 2023 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-881- 3.54% |
$40.6K - $43K
|
24K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-964- 14.03% |
$44.5K - $47K
|
5.91K
$278K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.01K- 89.57% |
$46.3K - $49K
|
117
$5.51K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.1K- 10.0% |
$50.7K - $53.7K
|
9.9K
$466K
|
|
|
Feb 13, 2024
Q4 2023
|
Cambria Investment Management, L.P.
|
SELL
|
- |
-1.27K- 1.77% |
$58.7K - $62.1K
|
70.8K
$3.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.89K- 3.14% |
$87K - $92K
|
58.3K
$2.74M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-2.02K- 31.37% |
$93.3K - $98.7K
|
4.43K
$208K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.18K- 7.97% |
$100K - $106K
|
25.1K
$1.18M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.61K- 6.94% |
$120K - $127K
|
35K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.84K- 30.69% |
$131K - $138K
|
6.41K
$302K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.85K- 32.16% |
$131K - $139K
|
6.01K
$283K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-4.65K- 13.98% |
$214K - $227K
|
28.6K
$1.35M
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.14K- 45.49% |
$237K - $251K
|
6.16K
$290K
|
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-5.31K- 19.67% |
$245K - $259K
|
21.7K
$1.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-7.25K- 98.01% |
$334K - $354K
|
147
$6.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.98K- 1.72% |
$368K - $389K
|
457K
$21.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.31K- 12.98% |
$383K - $405K
|
55.7K
$2.62M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-8.42K- 5.25% |
$388K - $411K
|
152K
$7.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-10.7K- 64.72% |
$494K - $523K
|
5.84K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-15K- 5.98% |
$693K - $733K
|
236K
$11.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-20.1K- 42.12% |
$927K - $981K
|
27.6K
$1.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-31.2K- 86.86% |
$1.44M - $1.52M
|
4.72K
$222K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-48.1K- 96.93% |
$2.22M - $2.34M
|
1.52K
$71.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-58.3K- 33.18% |
$2.69M - $2.84M
|
117K
$5.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-115K- 42.67% |
$5.32M - $5.63M
|
155K
$7.31M
|