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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$45.34 +0.12 (+0.27%)
As of 04/17/2025 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)
63
Total
Institutional Inflows
(last 12 months)
$41.99M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$5.65M
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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
4/17/2025 Janney Montgomery Scott LLC24,309$1.12M0.0%+24.5%0.726%
4/15/2025 Simplicity Wealth LLC24,542$1.13M0.1%N/A0.733%
4/11/2025 Signal Advisors Wealth LLC5,549$256K0.0%+14.7%0.166%
4/10/2025 Fermata Advisors LLC13,679$631K0.1%+2.6%0.408%
4/10/2025 Iams Wealth Management LLC23,767$1.10M0.5%+3.8%0.709%
4/7/2025 GAMMA Investing LLC1,476$68K0.0%+1,421.6%0.044%
2/19/2025Richmond Investment Services LLC5,212$248K0.1%N/A0.180%
2/17/2025Snowden Capital Advisors LLC13,837$658K0.0%-2.8%0.477%
2/17/2025Cetera Investment Advisers121,144$5.76M0.0%+19.2%4.177%
2/17/2025Benjamin Edwards Inc.29,783$1.42M0.0%+72.6%1.027%
2/14/2025Jane Street Group LLC12,429$591K0.0%N/A0.429%
2/14/2025Coppell Advisory Solutions LLC37,125$1.77M0.2%+25.1%1.280%
2/14/2025Trajan Wealth LLC10,368$493K0.0%-8.6%0.358%
2/14/2025First Trust Advisors LP62,308$2.97M0.0%+29.6%2.149%
2/14/2025GeoWealth Management LLC17,822$848K0.0%-39.4%0.615%
2/14/2025Concourse Financial Group Securities Inc.6,763$325K0.0%+7.5%0.233%
2/13/2025LaSalle St. Investment Advisors LLC12,851$611K0.2%N/A0.443%
2/13/2025CreativeOne Wealth LLC28,245$1.34M0.0%+31.5%0.974%
2/13/2025Raymond James Financial Inc.54,700$2.60M0.0%N/A1.886%
2/13/2025Envestnet Asset Management Inc.421,236$20.04M0.0%+7.9%14.525%
2/12/2025World Investment Advisors9,836$468K0.0%+16.4%0.339%
2/12/2025FSB Premier Wealth Management Inc.9,694$461K0.2%-9.6%0.334%
2/12/2025BlueChip Wealth Advisors LLC5,908$281K0.2%N/A0.204%
2/12/2025Tucker Asset Management LLC2,255$107K0.0%+37.6%0.078%
2/12/2025Orion Portfolio Solutions LLC51,491$2.45M0.0%+6.6%1.776%
2/11/2025LPL Financial LLC305,025$14.51M0.0%-1.4%10.518%
2/11/2025TAP Consulting LLC31,102$1.48M0.3%-5.3%1.072%
2/10/2025Harbour Investments Inc.39,167$1.86M0.1%+7.3%1.351%
2/10/2025Envestnet Portfolio Solutions Inc.35,433$1.69M0.0%+5.4%1.222%
2/10/2025Commonwealth Equity Services LLC23,085$1.10M0.0%+2.7%0.796%
2/10/2025Avantax Advisory Services Inc.63,503$3.02M0.0%+2.3%2.190%
2/7/2025PFG Advisors23,139$1.10M0.1%+184.4%0.798%
2/7/2025Moors & Cabot Inc.4,250$202K0.0%N/A0.147%
2/6/2025Raymond James Financial Inc.54,700$2.60M0.0%N/A1.886%
2/6/2025Atria Investments Inc14,128$672K0.0%-21.7%0.487%
2/6/2025Assetmark Inc.76,207$3.63M0.0%+12.0%2.628%
2/6/2025Synergy Investment Management LLC3,934$187K0.1%N/A0.136%
2/6/2025Steward Partners Investment Advisory LLC10,251$488K0.0%-12.9%0.353%
2/5/2025Maripau Wealth Management LLC4,639$221K0.1%N/A0.160%
2/4/2025Bank of New York Mellon Corp63,558$3.02M0.0%-19.4%2.192%
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2/4/2025Holistic Financial Partners22,333$1.06M0.5%-11.9%0.770%
2/4/2025IFP Advisors Inc45,315$2.16M0.1%+26.3%1.563%
1/31/2025Global Retirement Partners LLC11,637$554K0.0%+3.4%0.401%
1/31/2025Atria Wealth Solutions Inc.21,157$1.01M0.0%-34.9%0.730%
1/30/2025Principal Securities Inc.2,498$119K0.0%+21.1%0.086%
1/29/2025TFB Advisors LLC5,185$247K0.1%N/A0.179%
1/29/2025 Authentikos Wealth Advisory LLC51,731$2.46M2.4%-3.0%1.784%
1/28/2025Apollon Wealth Management LLC6,810$324K0.0%+6.4%0.235%
1/24/2025Spire Wealth Management1,068$51K0.0%N/A0.037%
1/23/2025 Iams Wealth Management LLC22,906$1.09M0.5%+5.0%0.790%
1/23/2025Gateway Wealth Partners LLC26,835$1.28M0.3%+3.7%0.925%
1/21/2025 RFG Advisory LLC9,555$455K0.0%+4.8%0.329%
1/17/2025 Janney Montgomery Scott LLC19,519$929K0.0%+50.9%0.673%
1/15/2025TCP Asset Management LLC172,252$8.20M1.8%+4.3%5.940%
1/15/2025ALM 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%
1/14/2025Professional 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%
10/29/2024 Farther 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%
10/24/2024TCP Asset Management LLC165,216$7.85M1.8%+4.7%5.697%
10/24/2024 Patriot Financial Group Insurance Agency LLC11,108$528K0.1%-3.7%0.383%
10/11/2024 Iams 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%
10/10/2024Professional Financial Advisors LLC14,224$676K0.2%-11.0%0.490%
10/8/2024ALM First Financial Advisors LLC206,883$9.83M2.3%+18.2%7.134%
10/7/2024SignalPoint 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%
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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%
7/31/2024 Rothschild Investment LLC3,900$190K0.0%N/A0.134%
7/31/2024Holistic Financial Partners25,360$1.23M0.6%-22.8%0.874%
7/29/2024Ameritas Advisory Services LLC4,111$200K0.0%-12.8%0.142%
7/27/2024Trajan Wealth LLC13,441$654K0.0%-18.3%0.463%
7/26/2024 Patriot 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%
(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, 106 institutional investors and hedge funds held shares of First Trust Managed Futures Strategy Fund. The most heavily invested institutionals were Envestnet Asset Management Inc. ($20.04M), LPL Financial LLC ($14.51M), Osaic Holdings Inc. ($13.24M), ALM First Financial Advisors LLC ($11.44M), TCP Asset Management LLC ($8.20M), Marshall Financial Group LLC ($7.01M), and Cetera Investment Advisers ($5.76M).Learn more on FMF's institutional investors.

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

Of the 88 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: TCP Asset Management LLC ($171.05K), Raymond James Financial Inc. ($109.40K), Envestnet Asset Management Inc. ($80.71K), Cetera Investment Advisers ($68.09K), ALM First Financial Advisors LLC ($65.49K), Assetmark Inc. ($61.03K), and Envestnet Portfolio Solutions Inc. ($55.25K).

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

Institutional investors have bought a total of 1,536,583 shares in the last 24 months. This purchase volume represents approximately $73.70M in transactions.

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

Of the 52 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: Kestra Advisory Services LLC ($233.24K), Envestnet Asset Management Inc. ($154.10K), LPL Financial LLC ($128.99K), IFP Advisors Inc ($72.82K), Great Valley Advisor Group Inc. ($56.66K), Holistic Financial Partners ($36.14K), and PFG Advisors ($33.47K).

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

Institutional investors have sold a total of 1,011,835 shares in the last 24 months. This volume of shares sold represents approximately $48.26M in transactions.


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This page (NYSEARCA:FMF) was last updated on 4/18/2025 by MarketBeat.com Staff
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