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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$48.17 0.00 (0.00%)
(As of 11/15/2024 ET)
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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)
45
Total
Institutional Inflows
(last 12 months)
$26.53M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$7.89M
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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
11/15/2024Orion Portfolio Solutions LLC48,295$2.29M0.1%+24.0%1.665%
11/15/2024 Hilltop Holdings Inc.9,271$440K0.0%N/A0.320%
11/15/2024 Benjamin Edwards Inc.17,253$819K0.0%+2,475.1%0.595%
11/14/2024 CreativeOne Wealth LLC21,475$1.02M0.0%+130.0%0.741%
11/5/2024 Harbour Investments Inc.36,500$1.73M0.1%+1,083.5%1.259%
11/5/2024 Apollon Wealth Management LLC6,399$304K0.0%+8.4%0.221%
11/1/2024 Atria Investments Inc18,032$857K0.0%+1.5%0.622%
11/1/2024 Assetmark Inc.68,033$3.23M0.0%+135.1%2.346%
10/29/2024 Farther Finance Advisors LLC1,300$62K0.0%N/A0.045%
10/25/2024 Trajan Wealth LLC11,345$539K0.0%-15.6%0.391%
10/25/2024 Gateway 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%
10/24/2024 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%
10/10/2024 Concourse 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%
8/22/2024 Cetera Investment Advisers95,665$4.66M0.0%+4.3%3.299%
8/16/2024 Gateway Wealth Partners LLC26,738$1.30M0.4%+5.1%0.922%
8/13/2024 AE 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%
8/8/2024 Envestnet Asset Management Inc.378,556$18.42M0.0%-1.3%13.054%
8/2/2024 FSB 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%
7/31/2024Rothschild Investment LLC3,900$190K0.0%N/A0.134%
7/31/2024 Holistic Financial Partners25,360$1.23M0.6%-22.8%0.874%
7/29/2024 Ameritas Advisory Services LLC4,111$200K0.0%-12.8%0.142%
7/27/2024 Trajan 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%
7/26/2024 Cambridge Investment Research Advisors Inc.53,791$2.62M0.0%+7.7%1.855%
7/26/2024 Bank of New York Mellon Corp77,072$3.75M0.0%-1.0%2.658%
7/23/2024 Concourse Financial Group Securities Inc.5,983$291K0.0%-6.8%0.206%
7/22/2024 Atria 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%
7/16/2024 Envestnet Portfolio Solutions Inc.33,325$1.62M0.0%+2.3%1.149%
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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%
5/24/2024 Cetera 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%
5/14/2024 CreativeOne Wealth LLC8,774$444K0.0%+63.5%0.303%
5/9/2024Orion Portfolio Solutions LLC29,665$1.50M0.0%+12.3%1.023%
5/8/2024 Avantax Advisory Services Inc.55,983$2.83M0.0%+0.5%1.930%
5/7/2024 PFG Advisors4,192$212K0.0%-11.3%0.145%
5/6/2024 Envestnet Portfolio Solutions Inc.32,565$1.65M0.0%+17.8%1.123%
5/1/2024 StoneX Group Inc.15,265$772K0.1%-20.1%0.526%
5/1/2024 Concourse 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%
4/30/2024 SpiderRock Advisors LLC5,211$262K0.0%N/A0.180%
4/30/2024 Mainstay 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%
4/25/2024 Cambridge Investment Research Advisors Inc.49,949$2.53M0.0%+10.6%1.722%
4/24/2024 Simplicity 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%
4/18/2024 Iams 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%
2/12/2024 StoneX Group Inc.19,099$881K0.1%-4.2%0.570%
2/12/2024 Holistic Financial Partners31,070$1.43M0.9%+7.3%0.927%
2/12/2024 Steward 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%
2/9/2024 Cambridge Investment Research Advisors Inc.45,163$2.08M0.0%+7.9%1.348%
2/9/2024 Assetmark Inc.16,320$753K0.0%+78.0%0.487%
2/9/2024 CreativeOne Wealth LLC5,368$248K0.0%N/A0.160%
2/8/2024 Financial Advocates Investment Management19,280$888K0.1%N/A0.576%
2/7/2024 Avantax Advisory Services Inc.55,694$2.57M0.0%-13.0%1.663%
2/7/2024 Envestnet Portfolio Solutions Inc.27,633$1.27M0.0%-42.1%0.825%
2/7/2024 Iams Wealth Management LLC21,675$999K0.6%-19.7%0.647%
2/7/2024 Principal Securities Inc.996$46K0.0%N/A0.030%
2/7/2024 Concourse 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%
2/6/2024 First Horizon Advisors Inc.1,225$56K0.0%+3,041.0%0.037%
2/6/2024 Great Valley Advisor Group Inc.6,408$295K0.0%-30.7%0.191%
2/2/2024 Truist Financial Corp27,560$1.27M0.0%N/A0.823%
2/2/2024 Atria Wealth Solutions Inc.24,035$1.11M0.0%-3.5%0.717%
1/29/2024 NewEdge Wealth LLC20,647$952K0.0%-3.6%0.616%
1/24/2024 Walkner Condon Financial Advisors LLC4,426$204K0.0%-31.4%0.132%
1/19/2024 Fermata Advisors LLC28,616$1.32M0.3%-14.0%0.854%
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1/19/2024 PFG Advisors4,724$218K0.0%-86.9%0.141%
1/19/2024 Patriot Financial Group Insurance Agency LLC8,398$387K0.1%N/A0.251%
1/18/2024 Global Retirement Partners LLC11,441$538K0.0%+10.4%0.342%
1/16/2024Raymond James Financial Services Advisors Inc.49,463$2.28M0.0%+3.1%1.477%
1/11/2024 Ausdal Financial Partners Inc.4,714$217K0.0%N/A0.141%
1/11/2024 Marshall Financial Group LLC151,954$7.01M2.3%-5.2%4.536%
1/11/2024 TCP Asset Management LLC114,943$5.30M2.0%+3.1%3.431%
1/9/2024IFP Advisors Inc35,023$1.62M0.1%-6.9%1.045%
12/5/2023 TAP Consulting LLC32,892$1.61M0.4%+2.0%0.982%
12/1/2023B. Riley Wealth Advisors Inc.11,302$554K0.0%+30.5%0.337%
(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, 100 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 ($9.83M), TCP Asset Management LLC ($7.85M), 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 85 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), ALM First Financial Advisors LLC ($206.88K), TCP Asset Management LLC ($164.01K), AE Wealth Management LLC ($123.16K), Authentikos Wealth Advisory LLC ($68.68K), 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 2,325,179 shares in the last 24 months. This purchase volume represents approximately $111.25M in transactions.

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

Of the 53 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 1,318,528 shares in the last 24 months. This volume of shares sold represents approximately $62.83M in transactions.


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This page (NYSEARCA:FMF) was last updated on 11/17/2024 by MarketBeat.com Staff
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