Free Trial
Tada emoji MarketBeat All Access — Now Just $5.00 for 5 Weeks

First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$47.86 +0.11 (+0.23%)
As of 04:00 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for First Trust Managed Futures Strategy Fund (NYSEARCA:FMF)

Number of
Institutional Buyers
(last 12 months)
58
Total
Institutional Inflows
(last 12 months)
$57.78M
Number of
Institutional Sellers
(last 12 months)
31
Total
Institutional Outflows
(last 12 months)
$10.36M
Get FMF Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Managed Futures Strategy Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

FMF Institutional Buying and Selling by Quarter

First Trust Managed Futures Strategy Fund Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/20/2025 Coppell Advisory Solutions LLC183,998$8.24M1.0%+32.0%5.111%
8/15/2025 FSB Premier Wealth Management Inc.11,427$517K0.2%+15.0%0.317%
8/15/2025 Snowden Capital Advisors LLC12,871$582K0.0%-3.7%0.358%
8/15/2025 Orion Porfolio Solutions LLC48,431$2.19M0.0%-4.7%1.345%
8/15/2025 Benjamin Edwards Inc.70,037$3.17M0.0%+48.5%1.945%
8/14/2025 Jane Street Group LLC28,134$1.27M0.0%+111.3%0.782%
8/14/2025 Raymond James Financial Inc.79,131$3.58M0.0%-0.5%2.198%
8/13/2025 Gateway Wealth Partners LLC30,293$1.37M0.3%-9.3%0.841%
8/13/2025 First Trust Advisors LP95,840$4.33M0.0%-3.3%2.662%
8/12/2025 Richmond Investment Services LLC10,098$457K0.1%+100.2%0.281%
8/12/2025 Steward Partners Investment Advisory LLC9,713$439K0.0%-8.0%0.270%
8/12/2025 CreativeOne Wealth LLC33,971$1.54M0.0%+5.3%0.944%
8/12/2025 Maripau Wealth Management LLC4,936$223K0.1%+10.4%0.137%
8/12/2025 Global Retirement Partners LLC13,555$613K0.0%N/A0.377%
8/12/2025 TCP Asset Management LLC186,243$8.42M1.7%+5.4%5.173%
8/8/2025 Avantax Advisory Services Inc.62,143$2.81M0.0%-5.1%1.750%
8/8/2025 Cetera Investment Advisers136,317$6.16M0.0%-0.7%3.838%
8/7/2025 PFG Advisors12,001$543K0.0%-31.8%0.338%
8/6/2025 AE Wealth Management LLC17,558$794K0.0%-34.4%0.494%
8/5/2025 Holistic Financial Partners7,695$348K0.2%-57.9%0.217%
8/5/2025 Sigma Planning Corp8,417$381K0.0%+21.4%0.237%
8/4/2025 Atria Investments Inc14,755$667K0.0%+8.7%0.415%
8/4/2025 Assetmark Inc.105,626$4.78M0.0%+4.5%2.974%
8/4/2025 World Investment Advisors8,598$389K0.0%-53.6%0.242%
8/1/2025 Envestnet Asset Management Inc.422,315$19.09M0.0%+2.4%11.889%
7/30/2025 TFB Advisors LLC9,681$438K0.1%+24.6%0.273%
7/29/2025 Balboa Wealth Partners10,059$455K0.1%N/A0.283%
7/28/2025 Harbour Investments Inc.7,617$344K0.0%-81.8%0.214%
7/28/2025 RFG Advisory LLC41,892$1.89M0.0%+330.1%1.179%
7/25/2025 Envestnet Portfolio Solutions Inc.12,789$578K0.0%-62.5%0.360%
7/25/2025 Apollon Wealth Management LLC7,912$358K0.0%+8.4%0.223%
7/24/2025 IFP Advisors Inc46,179$2.09M0.1%+0.9%1.300%
7/22/2025 Simplicity Wealth LLC58,368$2.64M0.1%+137.8%1.644%
7/17/2025 Janney Montgomery Scott LLC118,949$5.38M0.0%+389.3%3.349%
7/15/2025 Traction Financial Partners LLC5,544$251K0.2%N/A0.156%
7/14/2025 Iams Wealth Management LLC22,704$1.03M0.5%-4.5%0.639%
7/14/2025 Park Avenue Securities LLC23,824$1.08M0.0%N/A0.671%
7/10/2025 Professional Financial Advisors LLC11,693$529K0.1%-9.5%0.334%
7/9/2025 Fermata Advisors LLC14,671$663K0.2%+7.3%0.419%
5/22/2025 WBI Investments LLC5,392$249K0.1%N/A0.159%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.tc pixel

All the details are waiting for you now — but you need to act before the September 1st funding windo
5/19/2025 Jane Street Group LLC13,315$614K0.0%+7.1%0.397%
5/16/2025 Coppell Advisory Solutions LLC139,405$6.34M0.5%+275.5%4.161%
5/14/2025 CreativeOne Wealth LLC32,246$1.49M0.0%+14.2%0.963%
5/14/2025 TFB Advisors LLC7,770$358K0.1%+49.9%0.232%
5/13/2025 Raymond James Financial Inc.79,514$3.67M0.0%+45.4%2.374%
5/13/2025 Trajan Wealth LLC8,669$400K0.0%-16.4%0.259%
5/12/2025 Benjamin Edwards Inc.47,163$2.18M0.0%+58.4%1.408%
5/9/2025 Atria Wealth Solutions Inc.20,016$923K0.0%-5.4%0.597%
5/8/2025 Harbour Investments Inc.41,792$1.93M0.1%+6.7%1.248%
5/8/2025 FSB Premier Wealth Management Inc.9,934$458K0.2%+2.5%0.297%
5/7/2025 LPL Financial LLC328,203$15.14M0.0%+7.6%9.797%
5/6/2025 Assetmark Inc.101,093$4.66M0.0%+32.7%3.018%
5/6/2025 Cetera Investment Advisers137,269$6.33M0.0%+13.3%4.098%
5/6/2025 Avantax Advisory Services Inc.65,496$3.02M0.0%+3.1%1.955%
5/6/2025 Holistic Financial Partners18,293$844K0.4%-18.1%0.546%
5/6/2025 AE Wealth Management LLC26,750$1.23M0.0%-39.1%0.799%
5/6/2025 BlueChip Wealth Advisors LLC6,409$296K0.1%+8.5%0.191%
5/6/2025 PFG Advisors17,606$812K0.0%-23.9%0.526%
5/5/2025 IFP Advisors Inc45,762$2.11M0.1%+1.0%1.366%
5/2/2025 Lord & Richards Wealth Management LLC670$31K0.0%N/A0.020%
5/2/2025 Apollon Wealth Management LLC7,296$336K0.0%+7.1%0.218%
5/2/2025 Sigma Planning Corp6,932$320K0.0%N/A0.207%
5/1/2025 Gateway Wealth Partners LLC33,405$1.54M0.3%+24.5%0.997%
4/29/2025 Envestnet Asset Management Inc.412,301$19.02M0.0%-2.1%12.307%
4/29/2025 Bank of New York Mellon Corp60,388$2.79M0.0%-5.0%1.803%
4/29/2025 World Investment Advisors18,529$855K0.0%+88.4%0.553%
4/29/2025 ALM First Financial Advisors LLC261,004$12.04M2.6%+8.5%7.791%
4/28/2025 Rossby Financial LCC1,992$91K0.0%N/A0.059%
4/28/2025 TCP Asset Management LLC176,644$8.15M1.8%+2.5%5.273%
4/23/2025 Professional Financial Advisors LLC12,922$596K0.2%-7.5%0.386%
4/22/2025 Cambridge Investment Research Advisors Inc.66,698$3.08M0.0%+5.0%1.991%
4/21/2025 Envestnet Portfolio Solutions Inc.34,062$1.57M0.0%-3.9%1.017%
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%
2/19/2025 Richmond Investment Services LLC5,212$248K0.1%N/A0.180%
2/17/2025 Snowden Capital Advisors LLC13,837$658K0.0%-2.8%0.477%
2/17/2025 Cetera Investment Advisers121,144$5.76M0.0%+19.2%4.177%
2/17/2025 Benjamin Edwards Inc.29,783$1.42M0.0%+72.6%1.027%
2/14/2025 Jane Street Group LLC12,429$591K0.0%N/A0.429%
2/14/2025 Coppell Advisory Solutions LLC37,125$1.77M0.2%+25.1%1.280%
2/14/2025 Trajan Wealth LLC10,368$493K0.0%-8.6%0.358%
2/14/2025 First Trust Advisors LP62,308$2.97M0.0%+29.6%2.149%
2/14/2025 GeoWealth Management LLC17,822$848K0.0%-39.4%0.615%
2/14/2025 Concourse Financial Group Securities Inc.6,763$325K0.0%+7.5%0.233%
2/13/2025 LaSalle St. Investment Advisors LLC12,851$611K0.2%N/A0.443%
2/13/2025 CreativeOne Wealth LLC28,245$1.34M0.0%+31.5%0.974%
Musk’s Project Colossus could mint millionaires (Ad)

I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.tc pixel

All the details are waiting for you now — but you need to act before the September 1st funding windo
2/13/2025 Raymond James Financial Inc.54,700$2.60M0.0%N/A1.886%
2/13/2025 Envestnet Asset Management Inc.421,236$20.04M0.0%+7.9%14.525%
2/12/2025 World Investment Advisors9,836$468K0.0%+16.4%0.339%
2/12/2025 FSB Premier Wealth Management Inc.9,694$461K0.2%-9.6%0.334%
2/12/2025 BlueChip 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%
2/11/2025 LPL Financial LLC305,025$14.51M0.0%-1.4%10.518%
2/11/2025TAP Consulting LLC31,102$1.48M0.3%-5.3%1.072%
2/10/2025 Harbour Investments Inc.39,167$1.86M0.1%+7.3%1.351%
(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, 98 institutional investors and hedge funds held shares of First Trust Managed Futures Strategy Fund. The most heavily invested institutionals were Envestnet Asset Management Inc. ($19.09M), LPL Financial LLC ($15.14M), ALM First Financial Advisors LLC ($12.04M), TCP Asset Management LLC ($8.42M), Coppell Advisory Solutions LLC ($8.24M), Marshall Financial Group LLC ($7.01M), and Cetera Investment Advisers ($6.16M).Learn more on First Trust Managed Futures Strategy Fund's institutional investors.

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

Of the 80 institutional investors that purchased First Trust Managed Futures Strategy Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Coppell Advisory Solutions LLC ($154.33K), Raymond James Financial Inc. ($134.21K), Janney Montgomery Scott LLC ($106.01K), Assetmark Inc. ($90.45K), ALM First Financial Advisors LLC ($86.00K), Simplicity Wealth LLC ($78.41K), and TCP Asset Management LLC ($74.75K).

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

Institutional investors have bought a total of 1,240,316 shares in the last 24 months. This purchase volume represents approximately $57.78M in transactions.

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

Of the 31 institutional investors that sold First Trust Managed Futures Strategy Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Harbour Investments Inc. ($34.18K), AE Wealth Management LLC ($26.35K), Envestnet Portfolio Solutions Inc. ($22.64K), Bank of New York Mellon Corp ($18.47K), Holistic Financial Partners ($17.66K), Atria Wealth Solutions Inc. ($12.48K), and GeoWealth Management LLC ($11.58K).

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

Institutional investors have sold a total of 226,859 shares in the last 24 months. This volume of shares sold represents approximately $10.47M in transactions.


Related Companies

This page (NYSEARCA:FMF) was last updated on 8/27/2025 by MarketBeat.com Staff
From Our Partners
Musk’s Project Colossus could mint millionaires
I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new milliona...
Brownstone Research | Sponsoredtc pixel
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsoredtc pixel
BONUS GUIDE - Ben Stein Prepares For the Next Financial Crisis
With inflation high, debt soaring, and global tensions rising, a financial storm may be brewing. Economist ...
Goldco Precious Metals | Sponsoredtc pixel
This is my Christian duty
“This land I will give to you…” — a 4,000-year-old line from Genesis may hold the key to unlocking a $150 tril...
Paradigm Press | Sponsoredtc pixel
Everyone’s watching Nvidia right now. Here’s why I’m excited.
So, unless you’ve been living under a rock, you probably saw the news… Nvidia just signed a $7 BILLION deal...
Timothy Sykes | Sponsoredtc pixel
Alex’s “Next Magnificent Seven” stocks
The original “Magnificent Seven” turned $7K into $1.18 million. Now, Alex Green has identified AI’s Next Ma...
The Oxford Club | Sponsoredtc pixel
Elon’s Secret Social Security Bombshell
To All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...
Banyan Hill Publishing | Sponsoredtc pixel
Out of 18,347 Cryptocurrencies... This is the ONLY One
The Single Most Undervalued DeFi Protocol You've Never Heard Of If there's one cryptocurrency you should b...
Crypto 101 Media | Sponsoredtc pixel