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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$48.06 -0.12 (-0.25%)
Closing price 09/12/2025 04:10 PM Eastern
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$48.06 0.00 (0.00%)
As of 09/12/2025 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)
57
Total
Institutional Inflows
(last 12 months)
$56.27M
Number of
Institutional Sellers
(last 12 months)
32
Total
Institutional Outflows
(last 12 months)
$10.55M
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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
9/4/2025 Osaic Holdings Inc.48,640$2.20M0.0%-3.6%1.351%
8/27/2025 Orion Porfolio Solutions LLC48,431$2.19M0.0%-4.7%1.345%
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%
5/22/2025WBI 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%
5/14/2025TFB 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%
5/9/2025Atria Wealth Solutions Inc.20,016$923K0.0%-5.4%0.597%
5/8/2025Harbour 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%
5/6/2025Assetmark 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%
5/6/2025Holistic Financial Partners18,293$844K0.4%-18.1%0.546%
5/6/2025AE Wealth Management LLC26,750$1.23M0.0%-39.1%0.799%
5/6/2025BlueChip Wealth Advisors LLC6,409$296K0.1%+8.5%0.191%
5/6/2025PFG Advisors17,606$812K0.0%-23.9%0.526%
5/5/2025IFP Advisors Inc45,762$2.11M0.1%+1.0%1.366%
5/2/2025Lord & Richards Wealth Management LLC670$31K0.0%N/A0.020%
5/2/2025Apollon Wealth Management LLC7,296$336K0.0%+7.1%0.218%
5/2/2025Sigma Planning Corp6,932$320K0.0%N/A0.207%
5/1/2025Gateway Wealth Partners LLC33,405$1.54M0.3%+24.5%0.997%
4/29/2025Envestnet Asset Management Inc.412,301$19.02M0.0%-2.1%12.307%
4/29/2025Bank of New York Mellon Corp60,388$2.79M0.0%-5.0%1.803%
4/29/2025World Investment Advisors18,529$855K0.0%+88.4%0.553%
4/29/2025ALM First Financial Advisors LLC261,004$12.04M2.6%+8.5%7.791%
4/28/2025Rossby Financial LCC1,992$91K0.0%N/A0.059%
4/28/2025TCP Asset Management LLC176,644$8.15M1.8%+2.5%5.273%
4/23/2025Professional Financial Advisors LLC12,922$596K0.2%-7.5%0.386%
4/22/2025Cambridge Investment Research Advisors Inc.66,698$3.08M0.0%+5.0%1.991%
4/21/2025Envestnet Portfolio Solutions Inc.34,062$1.57M0.0%-3.9%1.017%
4/17/2025Janney Montgomery Scott LLC24,309$1.12M0.0%+24.5%0.726%
4/15/2025Simplicity Wealth LLC24,542$1.13M0.1%N/A0.733%
4/11/2025Signal Advisors Wealth LLC5,549$256K0.0%+14.7%0.166%
4/10/2025Fermata Advisors LLC13,679$631K0.1%+2.6%0.408%
4/10/2025Iams Wealth Management LLC23,767$1.10M0.5%+3.8%0.709%
4/7/2025GAMMA 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%
(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, 99 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 1,209,252 shares in the last 24 months. This purchase volume represents approximately $56.27M in transactions.

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

Of the 32 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 228,690 shares in the last 24 months. This volume of shares sold represents approximately $10.55M in transactions.


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This page (NYSEARCA:FMF) was last updated on 9/13/2025 by MarketBeat.com Staff
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