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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$48.10 +0.25 (+0.52%)
As of 01/17/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Managed Futures Strategy Fund (NYSEARCA:FMF)

Number of
Institutional Buyers
(last 12 months)
47
Total
Institutional Inflows
(last 12 months)
$29.47M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$5.87M
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FMF Institutional Buying and Selling by Quarter

First Trust Managed Futures Strategy Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC19,519$929K0.0%+50.9%0.673%
1/15/2025 TCP Asset Management LLC172,252$8.20M1.8%+4.3%5.940%
1/15/2025 ALM First Financial Advisors LLC240,485$11.44M2.5%+16.2%8.293%
1/15/2025 Fermata Advisors LLC13,337$635K0.1%+20.8%0.460%
1/15/2025 Retireful LLC17,043$811K0.5%N/A0.588%
1/14/2025 Park Avenue Securities LLC23,240$1.11M0.0%+9.9%0.801%
1/14/2025 Signal Advisors Wealth LLC4,839$230K0.0%-8.1%0.167%
1/14/2025 Professional Financial Advisors LLC13,963$664K0.2%-1.8%0.481%
1/10/2025 HBW Advisory Services LLC5,359$255K0.0%N/A0.185%
1/8/2025 Private Client Services LLC5,925$282K0.2%+29.6%0.204%
12/16/2024SMART Wealth LLC7,754$368K0.1%-22.7%0.267%
11/25/2024World Investment Advisors LLC8,453$402K0.0%N/A0.291%
11/15/2024Orion Portfolio Solutions LLC48,295$2.29M0.1%+24.0%1.665%
11/15/2024Hilltop Holdings Inc.9,271$440K0.0%N/A0.320%
11/15/2024Benjamin Edwards Inc.17,253$819K0.0%+2,475.1%0.595%
11/14/2024CreativeOne Wealth LLC21,475$1.02M0.0%+130.0%0.741%
11/5/2024Harbour Investments Inc.36,500$1.73M0.1%+1,083.5%1.259%
11/5/2024Apollon Wealth Management LLC6,399$304K0.0%+8.4%0.221%
11/1/2024Atria Investments Inc18,032$857K0.0%+1.5%0.622%
11/1/2024Assetmark Inc.68,033$3.23M0.0%+135.1%2.346%
10/29/2024Farther Finance Advisors LLC1,300$62K0.0%N/A0.045%
10/25/2024Trajan Wealth LLC11,345$539K0.0%-15.6%0.391%
10/25/2024Gateway Wealth Partners LLC25,877$1.23M0.3%-3.2%0.892%
10/24/2024 TCP Asset Management LLC165,216$7.85M1.8%+4.7%5.697%
10/24/2024Patriot Financial Group Insurance Agency LLC11,108$528K0.1%-3.7%0.383%
10/11/2024Iams Wealth Management LLC21,819$1.04M0.5%+36.2%0.752%
10/10/2024Concourse Financial Group Securities Inc.6,290$299K0.0%+5.1%0.217%
10/10/2024 Professional Financial Advisors LLC14,224$676K0.2%-11.0%0.490%
10/8/2024 ALM First Financial Advisors LLC206,883$9.83M2.3%+18.2%7.134%
10/7/2024 SignalPoint Asset Management LLC10,128$483K0.1%-39.6%0.349%
10/3/2024 Private Client Services LLC4,572$217K0.1%N/A0.158%
10/3/2024 Park Avenue Securities LLC21,151$1.01M0.0%-4.8%0.729%
9/5/2024Sanctuary Advisors LLC31,064$1.54M0.0%N/A1.071%
8/22/2024Cetera Investment Advisers95,665$4.66M0.0%+4.3%3.299%
8/16/2024Gateway Wealth Partners LLC26,738$1.30M0.4%+5.1%0.922%
8/13/2024AE Wealth Management LLC39,099$1.90M0.0%+88.3%1.348%
8/13/2024Benjamin F. Edwards & Company Inc.15,600$759K0.0%+6.2%0.538%
8/8/2024Envestnet Asset Management Inc.378,556$18.42M0.0%-1.3%13.054%
8/2/2024FSB Premier Wealth Management Inc.8,321$405K0.2%-29.5%0.287%
7/31/2024Commonwealth Equity Services LLC22,911$1.12M0.0%-24.6%0.790%
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7/31/2024Rothschild Investment LLC3,900$190K0.0%N/A0.134%
7/31/2024Holistic Financial Partners25,360$1.23M0.6%-22.8%0.874%
7/29/2024 Ameritas Advisory Services LLC4,111$200K0.0%-12.8%0.142%
7/27/2024Trajan Wealth LLC13,441$654K0.0%-18.3%0.463%
7/26/2024Patriot Financial Group Insurance Agency LLC11,539$562K0.1%+8.1%0.398%
7/26/2024Cambridge Investment Research Advisors Inc.53,791$2.62M0.0%+7.7%1.855%
7/26/2024Bank of New York Mellon Corp77,072$3.75M0.0%-1.0%2.658%
7/23/2024Concourse Financial Group Securities Inc.5,983$291K0.0%-6.8%0.206%
7/22/2024Atria Wealth Solutions Inc.32,148$1.56M0.0%+5.3%1.109%
7/18/2024 Professional Financial Advisors LLC15,987$778K0.2%+9.3%0.551%
7/17/2024 TCP Asset Management LLC157,782$7.68M1.9%+2.7%5.441%
7/16/2024Envestnet Portfolio Solutions Inc.33,325$1.62M0.0%+2.3%1.149%
7/15/2024RFG Advisory LLC8,807$429K0.0%+5.7%0.304%
7/13/2024 Fermata Advisors LLC10,871$529K0.1%-16.1%0.375%
7/9/2024 Park Avenue Securities LLC22,225$1.08M0.0%+2.5%0.766%
5/24/2024Cetera Advisors LLC18,581$940K0.0%+70.3%0.641%
5/24/2024Cetera Investment Advisers91,696$4.64M0.0%+58.4%3.162%
5/17/2024Coppell Advisory Solutions Corp.24,306$1.23M0.2%N/A0.838%
5/16/2024B. Riley Wealth Advisors Inc.11,302$554K0.0%+83.4%0.390%
5/14/2024CreativeOne Wealth LLC8,774$444K0.0%+63.5%0.303%
5/9/2024Orion Portfolio Solutions LLC29,665$1.50M0.0%+12.3%1.023%
5/8/2024Avantax Advisory Services Inc.55,983$2.83M0.0%+0.5%1.930%
5/7/2024PFG Advisors4,192$212K0.0%-11.3%0.145%
5/6/2024Envestnet Portfolio Solutions Inc.32,565$1.65M0.0%+17.8%1.123%
5/1/2024StoneX Group Inc.15,265$772K0.1%-20.1%0.526%
5/1/2024Concourse Financial Group Securities Inc.6,419$325K0.0%+9.7%0.221%
5/1/2024 Diversify Advisory Services LLC4,518$228K0.0%N/A0.156%
4/30/2024SpiderRock Advisors LLC5,211$262K0.0%N/A0.180%
4/30/2024Mainstay Capital Management LLC ADV26,633$1.35M0.3%N/A0.918%
4/29/2024Commonwealth Equity Services LLC30,389$1.54M0.0%-22.1%1.048%
4/29/2024Benjamin F. Edwards & Company Inc.14,683$743K0.0%-8.1%0.506%
4/25/2024 Professional Financial Advisors LLC14,627$740K0.2%N/A0.504%
4/25/2024Cambridge Investment Research Advisors Inc.49,949$2.53M0.0%+10.6%1.722%
4/24/2024Simplicity Wealth LLC20,040$1.01M0.0%N/A0.691%
4/23/2024Raymond James Financial Services Advisors Inc.52,656$2.66M0.0%+6.5%1.816%
4/19/2024 TCP Asset Management LLC153,678$7.77M2.1%+33.7%4.587%
4/18/2024Iams Wealth Management LLC23,858$1.18M0.7%+10.1%0.712%
4/12/2024 Fermata Advisors LLC12,955$655K0.1%-54.7%0.387%
4/11/2024RFG Advisory LLC8,336$422K0.0%+3.6%0.249%
4/10/2024 Park Avenue Securities LLC21,685$1.10M0.0%+1.1%0.647%
3/15/2024B. Riley Wealth Advisors Inc.6,161$284K0.0%-45.5%0.184%
2/12/2024StoneX Group Inc.19,099$881K0.1%-4.2%0.570%
2/12/2024Holistic Financial Partners31,070$1.43M0.9%+7.3%0.927%
2/12/2024Steward Partners Investment Advisory LLC11,304$521K0.0%+19.5%0.337%
2/9/2024Orion Portfolio Solutions LLC26,426$1.23M0.0%+16.7%0.789%
2/9/2024Cambridge Investment Research Advisors Inc.45,163$2.08M0.0%+7.9%1.348%
2/9/2024Assetmark Inc.16,320$753K0.0%+78.0%0.487%
2/9/2024CreativeOne Wealth LLC5,368$248K0.0%N/A0.160%
2/8/2024Financial Advocates Investment Management19,280$888K0.1%N/A0.576%
2/7/2024Avantax Advisory Services Inc.55,694$2.57M0.0%-13.0%1.663%
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2/7/2024Envestnet Portfolio Solutions Inc.27,633$1.27M0.0%-42.1%0.825%
2/7/2024Iams Wealth Management LLC21,675$999K0.6%-19.7%0.647%
2/7/2024Principal Securities Inc.996$46K0.0%N/A0.030%
2/7/2024Concourse Financial Group Securities Inc.5,849$270K0.0%+5.8%0.175%
2/6/2024Benjamin F. Edwards & Company Inc.15,969$736K0.0%+14.9%0.477%
2/6/2024First Horizon Advisors Inc.1,225$56K0.0%+3,041.0%0.037%
2/6/2024Great Valley Advisor Group Inc.6,408$295K0.0%-30.7%0.191%
2/2/2024Truist Financial Corp27,560$1.27M0.0%N/A0.823%
2/2/2024Atria Wealth Solutions Inc.24,035$1.11M0.0%-3.5%0.717%
1/29/2024NewEdge Wealth LLC20,647$952K0.0%-3.6%0.616%
(Data available from 1/1/2016 forward)

FMF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMF shares?

During the previous two years, 102 institutional investors and hedge funds held shares of First Trust Managed Futures Strategy Fund. The most heavily invested institutionals were Envestnet Asset Management Inc. ($18.42M), Osaic Holdings Inc. ($13.24M), Advisor Group Holdings Inc. ($13.15M), LPL Financial LLC ($12.31M), ALM First Financial Advisors LLC ($11.44M), TCP Asset Management LLC ($8.20M), and Marshall Financial Group LLC ($7.01M).Learn more on FMF's institutional investors.

Which institutional investors have been buying First Trust Managed Futures Strategy Fund stock?

Of the 86 institutional investors that purchased First Trust Managed Futures Strategy Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: LPL Financial LLC ($256.10K), Envestnet Asset Management Inc. ($236.02K), TCP Asset Management LLC ($171.05K), AE Wealth Management LLC ($123.16K), Authentikos Wealth Advisory LLC ($68.68K), ALM First Financial Advisors LLC ($65.49K), and Raymond James & Associates ($65.35K).

How much institutional buying is happening at First Trust Managed Futures Strategy Fund?

Institutional investors have bought a total of 2,199,430 shares in the last 24 months. This purchase volume represents approximately $105.26M in transactions.

Which First Trust Managed Futures Strategy Fund major shareholders have been selling company stock?

Of the 54 institutional investors that sold First Trust Managed Futures Strategy Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: HighTower Advisors LLC ($268.06K), Kestra Advisory Services LLC ($233.24K), Envestnet Asset Management Inc. ($154.10K), LPL Financial LLC ($124.71K), IFP Advisors Inc ($72.82K), Great Valley Advisor Group Inc. ($56.66K), and Fermata Advisors LLC ($51.74K).

How much institutional selling is happening at First Trust Managed Futures Strategy Fund?

Institutional investors have sold a total of 1,317,597 shares in the last 24 months. This volume of shares sold represents approximately $62.78M in transactions.


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This page (NYSEARCA:FMF) was last updated on 1/20/2025 by MarketBeat.com Staff
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