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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

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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)
54
Total
Institutional Inflows
(last 12 months)
$28.64M
Number of
Institutional Sellers
(last 12 months)
36
Total
Institutional Outflows
(last 12 months)
$39.28M
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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
4/25/2024Professional 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%
4/23/2024 Raymond 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%
4/11/2024 RFG 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%
2/12/2024StoneX Group Inc.19,099$881K0.1%-4.2%0.570%
2/12/2024Holistic Financial Partners31,070$1.43M0.9%+7.3%0.927%
2/12/2024Steward 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%
2/9/2024Assetmark Inc.16,320$753K0.0%+78.0%0.487%
2/9/2024CreativeOne Wealth LLC5,368$248K0.0%N/A0.160%
2/8/2024Financial Advocates Investment Management19,280$888K0.1%N/A0.576%
2/7/2024Avantax Advisory Services Inc.55,694$2.57M0.0%-13.0%1.663%
2/7/2024Envestnet 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%
2/7/2024Principal Securities Inc.996$46K0.0%N/A0.030%
2/7/2024Concourse 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%
2/6/2024First Horizon Advisors Inc.1,225$56K0.0%+3,041.0%0.037%
2/6/2024Great Valley Advisor Group Inc.6,408$295K0.0%-30.7%0.191%
2/2/2024Truist Financial Corp27,560$1.27M0.0%N/A0.823%
2/2/2024Atria Wealth Solutions Inc.24,035$1.11M0.0%-3.5%0.717%
1/29/2024NewEdge 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%
1/19/2024PFG Advisors4,724$218K0.0%-86.9%0.141%
1/19/2024Patriot 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%
1/16/2024 Raymond 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%
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12/1/2023B. Riley Wealth Advisors Inc.11,302$554K0.0%+30.5%0.337%
11/16/2023Maripau Wealth Management LLC6,871$337K0.3%-8.6%0.205%
11/13/2023LPL Financial LLC251,327$12.31M0.0%-12.3%7.502%
11/13/2023Cambria Investment Management L.P.72,098$3.53M0.3%-27.4%2.152%
11/13/2023Envestnet Asset Management Inc.464,772$22.77M0.0%-6.9%13.874%
11/13/2023Envestnet Portfolio Solutions Inc.47,741$2.34M0.0%N/A1.425%
11/13/2023Kestra Advisory Services LLC17,518$858K0.0%-25.1%0.523%
11/8/2023Holistic Financial Partners28,960$1.42M0.9%-38.1%0.864%
11/8/2023Janney Montgomery Scott LLC18,826$922K0.0%-3.0%0.562%
11/8/2023Atria Wealth Solutions Inc.24,916$1.22M0.0%+14.5%0.744%
11/8/2023Avantax Advisory Services Inc.64,000$3.14M0.0%-2.7%1.910%
11/8/2023Moors & Cabot Inc.11,000$539K0.0%+14.6%0.328%
11/7/2023 Fermata Advisors LLC33,267$1.63M0.5%+268.2%0.993%
11/7/2023Great Valley Advisor Group Inc.9,246$453K0.0%-79.4%0.276%
11/6/2023Authentikos Wealth Advisory LLC60,157$2.95M2.8%-8.7%1.796%
11/6/2023Sigma Planning Corp6,067$297K0.0%-4.6%0.181%
11/4/2023 NBC Securities Inc.1,122$54K0.0%N/A0.033%
11/1/2023Orion Portfolio Solutions LLC22,641$1.11M0.0%+37.0%0.676%
10/27/2023Assetmark Inc.9,167$449K0.0%+257.9%0.274%
10/26/2023 Park Avenue Securities LLC19,312$946K0.0%+45.8%0.576%
10/24/2023Bank of New York Mellon Corp72,096$3.53M0.0%-2.6%2.152%
10/24/2023 Raymond James Financial Services Advisors Inc.47,960$2.35M0.0%+12.9%1.432%
10/24/2023 Raymond James & Associates62,536$3.06M0.0%-9.7%1.867%
10/24/2023 Cambridge Investment Research Advisors Inc.41,858$2.05M0.0%-7.5%1.249%
10/23/2023Commonwealth Equity Services LLC36,703$1.80M0.0%+18.5%1.096%
10/19/2023 Marshall Financial Group LLC160,373$7.86M2.8%-0.7%4.787%
10/17/2023Avior Wealth Management LLC7,399$362K0.0%-12.1%0.221%
10/13/2023PFG Advisors35,955$1.76M0.2%-4.5%1.073%
10/13/2023 Global Retirement Partners LLC10,361$499K0.0%+599.1%0.309%
10/12/2023IFP Advisors Inc37,635$1.84M0.1%-1.9%1.123%
10/11/2023AE Wealth Management LLC126,531$6.20M0.0%+0.3%3.777%
10/10/2023 Centennial Wealth Advisory LLC4,341$213K0.1%N/A0.130%
8/17/2023Coppell Advisory Solutions LLC22,034$1.05M0.3%-2.7%0.658%
8/14/2023Petix & Botte Co10,550$504K0.2%+100.0%0.315%
8/14/2023Snowden Capital Advisors LLC15,758$753K0.0%-4.6%0.470%
8/14/2023Eqis Capital Management Inc.6,547$313K0.0%+31.0%0.195%
8/11/2023Kestra Advisory Services LLC23,387$1.12M0.0%-90.7%0.698%
8/11/2023FSB Premier Wealth Management Inc.8,581$410K0.2%+66.8%0.256%
8/10/2023Osaic Holdings Inc.276,565$13.24M0.0%+6.0%8.256%
8/10/2023GeoWealth Management LLC10,696$512K0.1%N/A0.319%
8/10/2023Commonwealth Equity Services LLC30,982$1.48M0.0%+24.4%0.885%
8/10/2023Moors & Cabot Inc.9,600$459K0.0%+62.7%0.274%
8/10/2023Cambria Investment Management L.P.99,241$4.75M0.4%-1.0%2.835%
8/10/2023Fortress Wealth Group LLC4,705$228K0.1%-27.8%0.134%
8/10/2023Cetera Investment Advisers54,395$2.60M0.0%+24.8%1.554%
8/9/2023Holistic Financial Partners46,756$2.24M1.6%-14.3%1.336%
8/7/2023Vestmark Advisory Solutions Inc.4,455$213K0.0%N/A0.127%
8/4/2023Envestnet Asset Management Inc.499,254$23.87M0.0%+11.1%14.264%
8/4/2023Apollon Wealth Management LLC20,442$977K0.0%N/A0.584%
8/3/2023Atria Wealth Solutions Inc.21,752$1.04M0.0%+16.6%0.621%
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8/3/2023 CWM LLC1,301$62K0.0%-89.4%0.037%
8/3/2023Bank of New York Mellon Corp74,020$3.54M0.0%-3.9%2.115%
8/2/2023Sigma Planning Corp6,358$304K0.0%-71.9%0.182%
7/31/2023LPL Financial LLC286,513$13.70M0.0%+9.5%8.186%
7/27/2023B. Riley Wealth Advisors Inc.8,659$414K0.0%+24.2%0.247%
7/25/2023 Raymond James Financial Services Advisors Inc.42,490$2.03M0.0%+0.6%1.214%
7/25/2023 Raymond James & Associates69,253$3.31M0.0%-3.3%1.979%
7/25/2023Concorde Asset Management LLC5,229$250K0.2%N/A0.149%
7/24/2023 Fermata Advisors LLC9,036$432K0.4%+57.7%0.258%
7/20/2023Authentikos Wealth Advisory LLC65,858$3.15M3.0%-4.1%1.882%
(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, 101 institutional investors and hedge funds held shares of First Trust Managed Futures Strategy Fund. The most heavily invested institutionals were Envestnet Asset Management Inc. ($22.77M), Osaic Holdings Inc. ($13.24M), Advisor Group Holdings Inc. ($13.15M), LPL Financial LLC ($12.31M), ALM First Financial Advisors LLC ($8.33M), TCP Asset Management LLC ($7.77M), and Synergy Asset Management LLC ($7.41M).Learn more on FMF's institutional investors.

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

Of the 91 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: Envestnet Asset Management Inc. ($334.65K), LPL Financial LLC ($273.70K), Cambria Investment Management L.P. ($258.00K), Advisor Group Holdings Inc. ($223.95K), ALM First Financial Advisors LLC ($175K), Marshall Financial Group LLC ($161.51K), and TCP Asset Management LLC ($152.47K).

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

Institutional investors have bought a total of 3,217,590 shares in the last 24 months. This purchase volume represents approximately $157.91M 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. ($165.02K), Ausdal Financial Partners Inc. ($138.66K), LPL Financial LLC ($124.71K), IFP Advisors Inc ($72.82K), and Great Valley Advisor Group Inc. ($56.66K).

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

Institutional investors have sold a total of 1,485,946 shares in the last 24 months. This volume of shares sold represents approximately $71.30M in transactions.


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This page (NYSEARCA:FMF) was last updated on 4/26/2024 by MarketBeat.com Staff

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