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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$45.19 -0.05 (-0.11%)
As of 07/3/2025 05:00 PM Eastern
Compare

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
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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
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%
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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%
2/11/2025TAP Consulting LLC31,102$1.48M0.3%-5.3%1.072%
2/10/2025Harbour Investments Inc.39,167$1.86M0.1%+7.3%1.351%
2/10/2025Envestnet 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%
2/6/2025Atria Investments Inc14,128$672K0.0%-21.7%0.487%
2/6/2025Assetmark Inc.76,207$3.63M0.0%+12.0%2.628%
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%
2/4/2025Bank of New York Mellon Corp63,558$3.02M0.0%-19.4%2.192%
2/4/2025Holistic Financial Partners22,333$1.06M0.5%-11.9%0.770%
2/4/2025IFP Advisors Inc45,315$2.16M0.1%+26.3%1.563%
1/31/2025Global Retirement Partners LLC11,637$554K0.0%+3.4%0.401%
1/31/2025Atria 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%
1/29/2025TFB Advisors LLC5,185$247K0.1%N/A0.179%
1/29/2025Authentikos Wealth Advisory LLC51,731$2.46M2.4%-3.0%1.784%
1/28/2025Apollon Wealth Management LLC6,810$324K0.0%+6.4%0.235%
1/24/2025Spire Wealth Management1,068$51K0.0%N/A0.037%
1/23/2025Iams Wealth Management LLC22,906$1.09M0.5%+5.0%0.790%
1/23/2025Gateway Wealth Partners LLC26,835$1.28M0.3%+3.7%0.925%
1/21/2025RFG Advisory LLC9,555$455K0.0%+4.8%0.329%
1/17/2025Janney Montgomery Scott LLC19,519$929K0.0%+50.9%0.673%
1/15/2025TCP Asset Management LLC172,252$8.20M1.8%+4.3%5.940%
1/15/2025ALM First Financial Advisors LLC240,485$11.44M2.5%+16.2%8.293%
1/15/2025Fermata Advisors LLC13,337$635K0.1%+20.8%0.460%
1/15/2025Retireful LLC17,043$811K0.5%N/A0.588%
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1/14/2025Park Avenue Securities LLC23,240$1.11M0.0%+9.9%0.801%
1/14/2025Signal Advisors Wealth LLC4,839$230K0.0%-8.1%0.167%
1/14/2025Professional 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%
12/16/2024SMART Wealth LLC7,754$368K0.1%-22.7%0.267%
11/25/2024World Investment Advisors LLC8,453$402K0.0%N/A0.291%
11/15/2024Orion Portfolio Solutions LLC48,295$2.29M0.1%+24.0%1.665%
11/15/2024Hilltop Holdings Inc.9,271$440K0.0%N/A0.320%
11/15/2024Benjamin 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 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 86 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), 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 946,957 shares in the last 24 months. This purchase volume represents approximately $44.66M in transactions.

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

Of the 27 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: Bank of New York Mellon Corp ($19.25K), AE Wealth Management LLC ($17.15K), Holistic Financial Partners ($14.56K), Envestnet Asset Management Inc. ($13.89K), Atria Wealth Solutions Inc. ($12.48K), GeoWealth Management LLC ($11.58K), and Trajan Wealth LLC ($7.79K).

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

Institutional investors have sold a total of 146,943 shares in the last 24 months. This volume of shares sold represents approximately $6.96M in transactions.


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This page (NYSEARCA:FMF) was last updated on 7/5/2025 by MarketBeat.com Staff
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