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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$46.64 +0.07 (+0.15%)
Closing price 08/6/2025 04:10 PM Eastern
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$46.74 +0.10 (+0.21%)
As of 04:00 AM 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)
60
Total
Institutional Inflows
(last 12 months)
$53.81M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$9.68M
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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
8/6/2025AE 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%
5/22/2025WBI Investments LLC5,392$249K0.1%N/A0.159%
5/19/2025Jane Street Group LLC13,315$614K0.0%+7.1%0.397%
5/16/2025Coppell Advisory Solutions LLC139,405$6.34M0.5%+275.5%4.161%
5/14/2025CreativeOne Wealth LLC32,246$1.49M0.0%+14.2%0.963%
5/14/2025 TFB Advisors LLC7,770$358K0.1%+49.9%0.232%
5/13/2025Raymond James Financial Inc.79,514$3.67M0.0%+45.4%2.374%
5/13/2025Trajan Wealth LLC8,669$400K0.0%-16.4%0.259%
5/12/2025Benjamin 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%
5/8/2025FSB Premier Wealth Management Inc.9,934$458K0.2%+2.5%0.297%
5/7/2025LPL Financial LLC328,203$15.14M0.0%+7.6%9.797%
5/6/2025 Assetmark Inc.101,093$4.66M0.0%+32.7%3.018%
5/6/2025Cetera Investment Advisers137,269$6.33M0.0%+13.3%4.098%
5/6/2025Avantax 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%
5/6/2025AE 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%
5/6/2025PFG Advisors17,606$812K0.0%-23.9%0.526%
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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%
5/1/2025Gateway 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%
4/28/2025TCP 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%
2/19/2025Richmond 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%
2/13/2025 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%
2/12/2025FSB 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%
2/11/2025LPL Financial LLC305,025$14.51M0.0%-1.4%10.518%
2/11/2025TAP Consulting LLC31,102$1.48M0.3%-5.3%1.072%
2/10/2025 Harbour Investments Inc.39,167$1.86M0.1%+7.3%1.351%
2/10/2025 Envestnet 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%
2/6/2025 Atria Investments Inc14,128$672K0.0%-21.7%0.487%
2/6/2025 Assetmark Inc.76,207$3.63M0.0%+12.0%2.628%
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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%
2/4/2025 Bank of New York Mellon Corp63,558$3.02M0.0%-19.4%2.192%
2/4/2025 Holistic Financial Partners22,333$1.06M0.5%-11.9%0.770%
2/4/2025 IFP Advisors Inc45,315$2.16M0.1%+26.3%1.563%
1/31/2025Global Retirement Partners LLC11,637$554K0.0%+3.4%0.401%
1/31/2025 Atria 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%
1/29/2025 TFB Advisors LLC5,185$247K0.1%N/A0.179%
(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. ($19.09M), LPL Financial LLC ($15.14M), Osaic Holdings Inc. ($13.24M), ALM First Financial Advisors LLC ($12.04M), TCP Asset Management LLC ($8.15M), Marshall Financial Group LLC ($7.01M), and Coppell Advisory Solutions LLC ($6.34M).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 85 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: Raymond James Financial Inc. ($134.21K), Coppell Advisory Solutions LLC ($109.74K), Janney Montgomery Scott LLC ($106.01K), Assetmark Inc. ($90.45K), ALM First Financial Advisors LLC ($86.00K), Cetera Investment Advisers ($84.21K), and Simplicity Wealth LLC ($78.41K).

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

Institutional investors have bought a total of 1,150,673 shares in the last 24 months. This purchase volume represents approximately $53.81M in transactions.

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

Of the 26 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), Envestnet Asset Management Inc. ($13.89K), and Atria Wealth Solutions Inc. ($12.48K).

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

Institutional investors have sold a total of 209,027 shares in the last 24 months. This volume of shares sold represents approximately $9.68M in transactions.


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This page (NYSEARCA:FMF) was last updated on 8/7/2025 by MarketBeat.com Staff
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