Purchases and Sales Made in Q4 2024 in First Trust Managed Futures St (FMF)
This table provides information about the institutional ownership of First Trust Managed Futures St (FMF) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
54.7KNew |
$2.55M - $2.71M
|
54.7K
$2.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Alm First Financial Advisors, LLC
Dallas, TX |
BUY
|
- |
33.6K+ 16.24% |
$1.57M - $1.67M
|
240K
$11.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Retireful, LLC
|
BUY
|
- |
17KNew |
$795K - $845K
|
17K
$811K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
9.44K+ 26.3% |
$440K - $468K
|
45.3K
$2.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
8.17K+ 12.01% |
$381K - $405K
|
76.2K
$3.63M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
7.04K+ 4.26% |
$328K - $349K
|
172K
$8.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.58K+ 50.87% |
$307K - $326K
|
19.5K
$929K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
5.36KNew |
$250K - $266K
|
5.36K
$255K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
5.19KNew |
$242K - $257K
|
5.19K
$247K
|
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
4.64KNew |
$216K - $230K
|
4.64K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.93KNew |
$183K - $195K
|
3.93K
$187K
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.29K+ 20.75% |
$107K - $114K
|
13.3K
$635K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
2.09K+ 9.88% |
$97.4K - $104K
|
23.2K
$1.11M
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.35K+ 29.59% |
$63.1K - $67.1K
|
5.93K
$282K
|
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.09K+ 4.98% |
$50.7K - $53.9K
|
22.9K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.07KNew |
$49.8K - $52.9K
|
1.07K
$50.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
958+ 3.7% |
$44.7K - $47.5K
|
26.8K
$1.28M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
602+ 2.88% |
$28.1K - $29.8K
|
21.5K
$1.02M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
436+ 4.78% |
$20.3K - $21.6K
|
9.56K
$455K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
435+ 21.09% |
$20.3K - $21.6K
|
2.5K
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
411+ 6.42% |
$19.2K - $20.4K
|
6.81K
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
383+ 3.4% |
$17.9K - $19K
|
11.6K
$554K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
262New |
$12.2K - $13K
|
262
$12.5K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
65+ 203.13% |
$3.03K - $3.22K
|
97
$4.62K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
53New |
$2.47K - $2.63K
|
53
$2.52K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
52New |
$2.42K - $2.58K
|
52
$2.48K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
49New |
$2.28K - $2.43K
|
49
$2.33K
|
|
|
Jan 13, 2025
Q4 2024
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-261- 1.83% |
$12.2K - $12.9K
|
14K
$665K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-427- 8.11% |
$19.9K - $21.2K
|
4.84K
$230K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.52K- 12.92% |
$70.9K - $75.4K
|
10.3K
$488K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-1.59K- 2.98% |
$74.1K - $78.8K
|
51.7K
$2.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-3.02K- 11.9% |
$141K - $150K
|
22.3K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.9K- 21.65% |
$182K - $194K
|
14.1K
$673K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-11.3K- 34.89% |
$529K - $562K
|
21.2K
$1.01M
|