Free Trial

First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$45.99 +0.41 (+0.90%)
As of 06/16/2025 04:10 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
62
Total
Institutional Inflows
(last 12 months)
$44.66M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$6.96M
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.

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/22/2025 WBI Investments LLC5,392$249K0.1%N/A0.159%
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%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
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%
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%
2/12/2025 Orion 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%
2/10/2025 Envestnet Portfolio Solutions Inc.35,433$1.69M0.0%+5.4%1.222%
2/10/2025 Commonwealth Equity Services LLC23,085$1.10M0.0%+2.7%0.796%
2/10/2025 Avantax Advisory Services Inc.63,503$3.02M0.0%+2.3%2.190%
2/7/2025 PFG Advisors23,139$1.10M0.1%+184.4%0.798%
2/7/2025 Moors & Cabot Inc.4,250$202K0.0%N/A0.147%
2/6/2025 Raymond 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%
2/6/2025 Synergy Investment Management LLC3,934$187K0.1%N/A0.136%
2/6/2025 Steward Partners Investment Advisory LLC10,251$488K0.0%-12.9%0.353%
2/5/2025 Maripau 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%
1/30/2025 Principal Securities Inc.2,498$119K0.0%+21.1%0.086%
1/29/2025 TFB Advisors LLC5,185$247K0.1%N/A0.179%
1/29/2025 Authentikos Wealth Advisory LLC51,731$2.46M2.4%-3.0%1.784%
1/28/2025 Apollon Wealth Management LLC6,810$324K0.0%+6.4%0.235%
1/24/2025 Spire Wealth Management1,068$51K0.0%N/A0.037%
1/23/2025 Iams Wealth Management LLC22,906$1.09M0.5%+5.0%0.790%
1/23/2025 Gateway 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%
1/15/2025 TCP Asset Management LLC172,252$8.20M1.8%+4.3%5.940%
1/15/2025 ALM 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%
Elon’s BIGGEST warning yet? (Ad)

Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… The "experts" said Elon was finished and Tesla was headed for bankruptcy. Now they're saying the same thing, but Jeff has uncovered Tesla's next breakthrough.

Click here to see why Tesla's about to prove everyone wrong... again.
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%
1/14/2025 Professional 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%
12/16/2024 SMART Wealth LLC7,754$368K0.1%-22.7%0.267%
11/25/2024 World Investment Advisors LLC8,453$402K0.0%N/A0.291%
11/15/2024 Orion 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%
(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, 104 institutional investors and hedge funds held shares of First Trust Managed Futures Strategy Fund. The most heavily invested institutionals were Envestnet Asset Management Inc. ($19.02M), 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 FMF's institutional investors.

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

Of the 86 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: Raymond James Financial Inc. ($134.21K), Coppell Advisory Solutions LLC ($109.74K), ALM First Financial Advisors LLC ($86.00K), Assetmark Inc. ($85.92K), TCP Asset Management LLC ($85.69K), Cetera Investment Advisers ($84.21K), and Envestnet Asset Management Inc. ($80.71K).

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

Institutional investors have bought a total of 1,594,876 shares in the last 24 months. This purchase volume represents approximately $76.19M in transactions.

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

Of the 49 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. ($48.37K), Holistic Financial Partners ($40.18K), LPL Financial LLC ($39.47K), PFG Advisors ($39.00K), Great Valley Advisor Group Inc. ($38.37K), and Cambria Investment Management L.P. ($28.15K).

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

Institutional investors have sold a total of 728,087 shares in the last 24 months. This volume of shares sold represents approximately $34.88M in transactions.



This page (NYSEARCA:FMF) was last updated on 6/17/2025 by MarketBeat.com Staff
From Our Partners