First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$51.90 0.00 (0.00%)

Closing price 05/22/2026 04:10 PM Eastern

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$51.89 -0.01 (-0.02%)

As of 05/22/2026 04:10 PM Eastern

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Number of Institutional Buyers (last 12 months): 61
Total Institutional Inflows (last 12 months): $65.87M

Number of Institutional Sellers (last 12 months): 33
Total Institutional Outflows (last 12 months): $10.38M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/18/2026	Royal Bank of Canada	2,460	$124K	0.0%	-67.4%	0.048%
5/15/2026	Gateway Wealth Partners LLC	84,933	$4.30M	0.2%	+119.4%	1.649%
5/13/2026	Cetera Investment Advisers	356,838	$18.06M	0.0%	+7.9%	6.929%
5/13/2026	First Trust Advisors LP	202,365	$10.24M	0.0%	+30.1%	3.929%
5/7/2026	Beta Wealth Group Inc.	27,948	$1.42M	0.6%	-13.0%	0.543%
5/7/2026	Parallel Advisors LLC	1,051	$53K	0.0%	N/A	0.020%
5/6/2026	Assetmark Inc.	187,574	$9.50M	0.0%	+2.9%	3.642%
5/5/2026	D.A. Davidson & CO.	4,000	$202K	0.0%	N/A	0.078%
5/5/2026	Bank of New York Mellon Corp	64,681	$3.27M	0.0%	-6.7%	1.256%
5/5/2026	BlueChip Wealth Advisors LLC	8,430	$427K	0.2%	+3.3%	0.164%
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5/4/2026	HBW Advisory Services LLC	14,746	$746K	0.1%	+5.3%	0.286%
5/1/2026	Simplicity Wealth LLC	34,955	$1.77M	0.1%	+31.4%	0.679%
4/29/2026	Richmond Investment Services LLC	9,298	$471K	0.1%	-7.2%	0.181%
4/28/2026	Ascentis Independent Advisors	2,389	$121K	0.0%	N/A	0.047%
4/23/2026	Asset Allocation Strategies LLC	5,803	$294K	0.1%	+4.8%	0.114%
4/22/2026	Janney Montgomery Scott LLC	208,142	$10.54M	0.0%	+20.7%	4.081%
4/20/2026	RFG Advisory LLC	78,413	$3.97M	0.1%	+56.0%	1.538%
4/17/2026	Signal Advisors Wealth LLC	5,468	$277K	0.0%	-8.3%	0.107%
4/16/2026	Center For Asset Management LLC	75,198	$3.81M	1.9%	+26.3%	1.474%
4/16/2026	Balboa Wealth Partners	11,198	$567K	0.1%	+3.8%	0.220%
4/16/2026	Triad Wealth Partners LLC	4,656	$236K	0.0%	-60.0%	0.091%
3/13/2026	World Investment Advisors	14,118	$664K	0.0%	+44.6%	0.300%
2/17/2026	Cetera Investment Advisers	330,595	$15.55M	0.0%	+79.9%	7.034%
2/17/2026	GeoWealth Management LLC	21,368	$1.01M	0.0%	+11.9%	0.455%
2/17/2026	Osaic Holdings Inc.	41,832	$1.97M	0.0%	+4.8%	0.890%
2/17/2026	Royal Bank of Canada	7,538	$355K	0.0%	+211.2%	0.160%
2/16/2026	MML Investors Services LLC	7,284	$343K	0.0%	N/A	0.155%
2/16/2026	Beta Wealth Group Inc.	32,107	$1.51M	0.6%	+5.6%	0.683%
2/13/2026	Kestra Advisory Services LLC	11,752	$553K	0.0%	+17.6%	0.250%
2/13/2026	CreativeOne Wealth LLC	35,883	$1.69M	0.0%	+10.2%	0.763%
2/13/2026	First Trust Advisors LP	155,523	$7.32M	0.0%	+34.2%	3.309%
2/13/2026	Asset Allocation Strategies LLC	5,535	$260K	0.0%	N/A	0.118%
2/12/2026	Rossby Financial LCC	3,791	$178K	0.1%	-7.3%	0.081%
2/12/2026	Orion Porfolio Solutions LLC	53,102	$2.50M	0.0%	+8.6%	1.130%
2/12/2026	Commonwealth Equity Services LLC	16,551	$779K	0.0%	-4.8%	0.352%
2/12/2026	Steward Partners Investment Advisory LLC	4,774	$225K	0.0%	-39.1%	0.102%
2/11/2026	Gateway Wealth Partners LLC	38,720	$1.82M	0.2%	+27.9%	0.824%
2/11/2026	Janney Montgomery Scott LLC	172,376	$8.11M	0.0%	+22.8%	3.668%
2/11/2026	Omnitrust Wealth Management Inc	4,371	$206K	0.3%	N/A	0.093%
2/11/2026	LPL Financial LLC	497,109	$23.39M	0.0%	+23.9%	10.577%
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2/6/2026	Global Retirement Partners LLC	4,948	$233K	0.0%	-66.2%	0.105%
2/6/2026	IFP Advisors Inc	51,529	$2.42M	0.1%	+10.2%	1.096%
2/6/2026	Envestnet Portfolio Solutions Inc.	11,346	$534K	0.0%	+5.3%	0.241%
2/5/2026	Tucker Asset Management LLC	3,887	$183K	0.1%	N/A	0.083%
2/4/2026	World Investment Advisors	14,118	$664K	0.0%	+44.6%	0.304%
2/3/2026	NewEdge Wealth LLC	23,012	$1.08M	0.0%	-1.2%	0.495%
2/3/2026	FSB Premier Wealth Management Inc.	11,923	$561K	0.2%	-2.0%	0.256%
2/3/2026	RFG Advisory LLC	50,256	$2.37M	0.0%	+17.6%	1.081%
2/2/2026	Truist Financial Corp	8,545	$402K	0.0%	N/A	0.184%
2/2/2026	Benjamin Edwards Inc.	116,904	$5.50M	0.1%	+39.3%	2.514%
1/30/2026	Simplicity Wealth LLC	26,595	$1.25M	0.1%	+43.0%	0.572%
1/29/2026	Concurrent Investment Advisors LLC	34,306	$1.61M	0.0%	+139.8%	0.738%
1/27/2026	PFG Advisors	4,661	$219K	0.0%	-40.1%	0.100%
1/26/2026	Iams Wealth Management LLC	19,565	$921K	0.3%	-5.3%	0.421%
1/23/2026	Assetmark Inc.	182,294	$8.58M	0.0%	+93.4%	3.920%
1/23/2026	HBW Advisory Services LLC	14,000	$659K	0.1%	+212.3%	0.301%
1/23/2026	Twelve Points Wealth Management LLC	24,142	$1.17M	0.3%	+12.4%	0.519%
1/22/2026	Triad Wealth Partners LLC	11,629	$547K	0.1%	N/A	0.250%
1/21/2026	Center For Asset Management LLC	59,552	$2.80M	1.5%	N/A	1.281%
1/21/2026	Sound Income Strategies LLC	533	$26K	0.0%	N/A	0.011%
1/16/2026	Balboa Wealth Partners	10,788	$508K	0.1%	+2.3%	0.235%
1/15/2026	Professional Financial Advisors LLC	10,296	$484K	0.1%	-2.9%	0.224%
1/15/2026	Silver Oak Securities Incorporated	3,918	$184K	0.0%	N/A	0.085%
1/9/2026	First Heartland Consultants Inc.	7,566	$356K	0.0%	N/A	0.172%
1/8/2026	Fermata Advisors LLC	18,648	$877K	0.2%	+19.8%	0.424%
1/7/2026	Holistic Financial Partners	4,462	$210K	0.1%	-17.4%	0.100%
1/7/2026	TCP Asset Management LLC	214,569	$10.10M	1.7%	+11.2%	4.822%
12/2/2025	IFP Advisors Inc	46,769	$2.28M	0.1%	+1.3%	1.215%
11/18/2025	Advisory Services Network LLC	1,325	$65K	0.0%	N/A	0.034%
11/17/2025	Susquehanna International Group LLP	8,896	$433K	0.0%	N/A	0.231%
11/17/2025	Hilltop Holdings Inc.	9,855	$480K	0.0%	+2.9%	0.256%
11/14/2025	Raymond James Financial Inc.	84,523	$4.12M	0.0%	+6.8%	2.195%
11/13/2025	GeoWealth Management LLC	19,098	$930K	0.0%	+5.5%	0.496%
11/13/2025	PFG Advisors	7,778	$379K	0.0%	-35.2%	0.202%
11/13/2025	CreativeOne Wealth LLC	32,569	$1.59M	0.0%	-4.1%	0.846%
11/13/2025	First Trust Advisors LP	115,901	$5.64M	0.0%	+20.9%	3.010%
11/12/2025	Orion Porfolio Solutions LLC	48,919	$2.38M	0.0%	+1.0%	1.271%
11/10/2025	Trajan Wealth LLC	5,832	$284K	0.0%	-20.4%	0.151%
11/10/2025	Rossby Financial LCC	4,089	$199K	0.1%	+105.3%	0.106%
11/7/2025	Synergy Investment Management LLC	4,173	$203K	0.1%	N/A	0.108%
11/7/2025	Holistic Financial Partners	5,405	$263K	0.1%	-29.8%	0.140%
11/7/2025	Beta Wealth Group Inc.	30,390	$1.48M	0.6%	N/A	0.789%
11/6/2025	Balboa Wealth Partners	10,550	$514K	0.1%	+4.9%	0.274%
11/6/2025	Assetmark Inc.	94,274	$4.59M	0.0%	-10.7%	2.449%
11/6/2025	BlueChip Wealth Advisors LLC	8,161	$397K	0.2%	+27.3%	0.212%
11/6/2025	RFG Advisory LLC	42,728	$2.08M	0.0%	+2.0%	1.110%
11/5/2025	Envestnet Asset Management Inc.	445,495	$21.70M	0.0%	+5.5%	11.571%
11/4/2025	TFB Advisors LLC	8,469	$418K	0.1%	-12.5%	0.220%
11/3/2025	AE Wealth Management LLC	19,423	$946K	0.0%	+10.6%	0.504%
10/31/2025	OneAscent Financial Services LLC	4,979	$242K	0.0%	+8.6%	0.129%
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10/31/2025	FSB Premier Wealth Management Inc.	12,164	$592K	0.2%	+6.4%	0.316%
10/30/2025	Envestnet Portfolio Solutions Inc.	10,779	$525K	0.0%	-15.7%	0.280%
10/30/2025	Simplicity Wealth LLC	18,604	$906K	0.1%	-68.1%	0.483%
10/28/2025	Professional Financial Advisors LLC	10,605	$516K	0.1%	-9.3%	0.275%
10/27/2025	Concurrent Investment Advisors LLC	14,305	$697K	0.0%	N/A	0.372%
10/23/2025	Benjamin Edwards Inc.	83,924	$4.09M	0.0%	+19.8%	2.180%
10/23/2025	Park Avenue Securities LLC	24,802	$1.21M	0.0%	+4.1%	0.644%
10/22/2025	Twelve Points Wealth Management LLC	21,486	$1.05M	0.3%	N/A	0.558%
10/21/2025	Global Retirement Partners LLC	14,651	$713K	0.0%	+8.1%	0.381%
10/17/2025	Apollon Wealth Management LLC	8,136	$396K	0.0%	+2.8%	0.211%

FMF Institutional Ownership - Frequently Asked Questions

During the previous two years, 98 institutional investors and hedge funds held shares of First Trust Managed Futures Strategy Fund. The most heavily invested institutionals were LPL Financial LLC ($23.39M), Envestnet Asset Management Inc. ($21.70M), Cetera Investment Advisers ($18.06M), ALM First Financial Advisors LLC ($12.04M), Janney Montgomery Scott LLC ($10.54M), First Trust Advisors LP ($10.24M), and TCP Asset Management LLC ($10.10M).Learn more on First Trust Managed Futures Strategy Fund's institutional investors.

Of the 87 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: Cetera Investment Advisers ($212.64K), Janney Montgomery Scott LLC ($173.78K), Assetmark Inc. ($169.99K), Coppell Advisory Solutions LLC ($154.33K), Raymond James Financial Inc. ($139.61K), First Trust Advisors LP ($120.77K), and LPL Financial LLC ($119.23K).

Institutional investors have bought a total of 1,390,292 shares in the last 24 months. This purchase volume represents approximately $65.87M in transactions.

Of the 33 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: Simplicity Wealth LLC ($39.76K), Harbour Investments Inc. ($34.18K), Envestnet Portfolio Solutions Inc. ($23.28K), Holistic Financial Partners ($13.83K), PFG Advisors ($12.95K), Assetmark Inc. ($11.35K), and World Investment Advisors ($9.93K).

Institutional investors have sold a total of 220,906 shares in the last 24 months. This volume of shares sold represents approximately $10.38M in transactions.

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This page (NYSEARCA:FMF) was last updated on 5/25/2026 by MarketBeat.com Staff.

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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

FMF Institutional Buying and Selling by Quarter

First Trust Managed Futures Strategy Fund Major Shareholders & Ownership History

FMF Institutional Ownership - Frequently Asked Questions

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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

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

FMF Institutional Buying and Selling by Quarter

First Trust Managed Futures Strategy Fund Major Shareholders & Ownership History

FMF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FMF shares?

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

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

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

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

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