First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$48.41

+0.05 (+0.10%)

(As of 07/26/2024 ET)

Stock Analysis Chart Dividend Holdings Ownership

Number of Institutional Buyers (last 12 months): 48
Total Institutional Inflows (last 12 months): $29.13M

Number of Institutional Sellers (last 12 months): 34
Total Institutional Outflows (last 12 months): $27.90M

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FMF Institutional Buying and Selling by Quarter

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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
7/27/2024	Trajan Wealth LLC	13,441	$654K	0.0%	-18.3%	0.463%
7/26/2024	Patriot Financial Group Insurance Agency LLC	11,539	$562K	0.1%	+8.1%	0.398%
7/26/2024	Cambridge Investment Research Advisors Inc.	53,791	$2.62M	0.0%	+7.7%	1.855%
7/26/2024	Bank of New York Mellon Corp	77,072	$3.75M	0.0%	-1.0%	2.658%
7/23/2024	Concourse Financial Group Securities Inc.	5,983	$291K	0.0%	-6.8%	0.206%
7/22/2024	Atria Wealth Solutions Inc.	32,148	$1.56M	0.0%	+5.3%	1.109%
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7/18/2024	Professional Financial Advisors LLC	15,987	$778K	0.2%	+9.3%	0.551%
7/17/2024	TCP Asset Management LLC	157,782	$7.68M	1.9%	+2.7%	5.441%
7/16/2024	Envestnet Portfolio Solutions Inc.	33,325	$1.62M	0.0%	+2.3%	1.149%
7/15/2024	RFG Advisory LLC	8,807	$429K	0.0%	+5.7%	0.304%
7/13/2024	Fermata Advisors LLC	10,871	$529K	0.1%	-16.1%	0.375%
7/9/2024	Park Avenue Securities LLC	22,225	$1.08M	0.0%	+2.5%	0.766%
5/24/2024	Cetera Advisors LLC	18,581	$940K	0.0%	+70.3%	0.641%
5/24/2024	Cetera Investment Advisers	91,696	$4.64M	0.0%	+58.4%	3.162%
5/17/2024	Coppell Advisory Solutions Corp.	24,306	$1.23M	0.2%	N/A	0.838%
5/16/2024	B. Riley Wealth Advisors Inc.	11,302	$554K	0.0%	+83.4%	0.390%
5/14/2024	CreativeOne Wealth LLC	8,774	$444K	0.0%	+63.5%	0.303%
5/9/2024	Orion Portfolio Solutions LLC	29,665	$1.50M	0.0%	+12.3%	1.023%
5/8/2024	Avantax Advisory Services Inc.	55,983	$2.83M	0.0%	+0.5%	1.930%
5/7/2024	PFG Advisors	4,192	$212K	0.0%	-11.3%	0.145%
5/6/2024	Envestnet Portfolio Solutions Inc.	32,565	$1.65M	0.0%	+17.8%	1.123%
5/1/2024	StoneX Group Inc.	15,265	$772K	0.1%	-20.1%	0.526%
5/1/2024	Concourse Financial Group Securities Inc.	6,419	$325K	0.0%	+9.7%	0.221%
5/1/2024	Diversify Advisory Services LLC	4,518	$228K	0.0%	N/A	0.156%
4/30/2024	SpiderRock Advisors LLC	5,211	$262K	0.0%	N/A	0.180%
4/30/2024	Mainstay Capital Management LLC ADV	26,633	$1.35M	0.3%	N/A	0.918%
4/29/2024	Commonwealth Equity Services LLC	30,389	$1.54M	0.0%	-22.1%	1.048%
4/29/2024	Benjamin F. Edwards & Company Inc.	14,683	$743K	0.0%	-8.1%	0.506%
4/25/2024	Professional Financial Advisors LLC	14,627	$740K	0.2%	N/A	0.504%
4/25/2024	Cambridge Investment Research Advisors Inc.	49,949	$2.53M	0.0%	+10.6%	1.722%
4/24/2024	Simplicity Wealth LLC	20,040	$1.01M	0.0%	N/A	0.691%
4/23/2024	Raymond James Financial Services Advisors Inc.	52,656	$2.66M	0.0%	+6.5%	1.816%
4/19/2024	TCP Asset Management LLC	153,678	$7.77M	2.1%	+33.7%	4.587%
4/18/2024	Iams Wealth Management LLC	23,858	$1.18M	0.7%	+10.1%	0.712%
4/12/2024	Fermata Advisors LLC	12,955	$655K	0.1%	-54.7%	0.387%
4/11/2024	RFG Advisory LLC	8,336	$422K	0.0%	+3.6%	0.249%
4/10/2024	Park Avenue Securities LLC	21,685	$1.10M	0.0%	+1.1%	0.647%
3/15/2024	B. Riley Wealth Advisors Inc.	6,161	$284K	0.0%	-45.5%	0.184%
2/12/2024	StoneX Group Inc.	19,099	$881K	0.1%	-4.2%	0.570%
2/12/2024	Holistic Financial Partners	31,070	$1.43M	0.9%	+7.3%	0.927%
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2/12/2024	Steward Partners Investment Advisory LLC	11,304	$521K	0.0%	+19.5%	0.337%
2/9/2024	Orion Portfolio Solutions LLC	26,426	$1.23M	0.0%	+16.7%	0.789%
2/9/2024	Cambridge Investment Research Advisors Inc.	45,163	$2.08M	0.0%	+7.9%	1.348%
2/9/2024	Assetmark Inc.	16,320	$753K	0.0%	+78.0%	0.487%
2/9/2024	CreativeOne Wealth LLC	5,368	$248K	0.0%	N/A	0.160%
2/8/2024	Financial Advocates Investment Management	19,280	$888K	0.1%	N/A	0.576%
2/7/2024	Avantax Advisory Services Inc.	55,694	$2.57M	0.0%	-13.0%	1.663%
2/7/2024	Envestnet Portfolio Solutions Inc.	27,633	$1.27M	0.0%	-42.1%	0.825%
2/7/2024	Iams Wealth Management LLC	21,675	$999K	0.6%	-19.7%	0.647%
2/7/2024	Principal Securities Inc.	996	$46K	0.0%	N/A	0.030%
2/7/2024	Concourse Financial Group Securities Inc.	5,849	$270K	0.0%	+5.8%	0.175%
2/6/2024	Benjamin F. Edwards & Company Inc.	15,969	$736K	0.0%	+14.9%	0.477%
2/6/2024	First Horizon Advisors Inc.	1,225	$56K	0.0%	+3,041.0%	0.037%
2/6/2024	Great Valley Advisor Group Inc.	6,408	$295K	0.0%	-30.7%	0.191%
2/2/2024	Truist Financial Corp	27,560	$1.27M	0.0%	N/A	0.823%
2/2/2024	Atria Wealth Solutions Inc.	24,035	$1.11M	0.0%	-3.5%	0.717%
1/29/2024	NewEdge Wealth LLC	20,647	$952K	0.0%	-3.6%	0.616%
1/24/2024	Walkner Condon Financial Advisors LLC	4,426	$204K	0.0%	-31.4%	0.132%
1/19/2024	Fermata Advisors LLC	28,616	$1.32M	0.3%	-14.0%	0.854%
1/19/2024	PFG Advisors	4,724	$218K	0.0%	-86.9%	0.141%
1/19/2024	Patriot Financial Group Insurance Agency LLC	8,398	$387K	0.1%	N/A	0.251%
1/18/2024	Global Retirement Partners LLC	11,441	$538K	0.0%	+10.4%	0.342%
1/16/2024	Raymond James Financial Services Advisors Inc.	49,463	$2.28M	0.0%	+3.1%	1.477%
1/11/2024	Ausdal Financial Partners Inc.	4,714	$217K	0.0%	N/A	0.141%
1/11/2024	Marshall Financial Group LLC	151,954	$7.01M	2.3%	-5.2%	4.536%
1/11/2024	TCP Asset Management LLC	114,943	$5.30M	2.0%	+3.1%	3.431%
1/9/2024	IFP Advisors Inc	35,023	$1.62M	0.1%	-6.9%	1.045%
12/5/2023	TAP Consulting LLC	32,892	$1.61M	0.4%	+2.0%	0.982%
12/1/2023	B. Riley Wealth Advisors Inc.	11,302	$554K	0.0%	+30.5%	0.337%
11/16/2023	Maripau Wealth Management LLC	6,871	$337K	0.3%	-8.6%	0.205%
11/13/2023	LPL Financial LLC	251,327	$12.31M	0.0%	-12.3%	7.502%
11/13/2023	Cambria Investment Management L.P.	72,098	$3.53M	0.3%	-27.4%	2.152%
11/13/2023	Envestnet Asset Management Inc.	464,772	$22.77M	0.0%	-6.9%	13.874%
11/13/2023	Envestnet Portfolio Solutions Inc.	47,741	$2.34M	0.0%	N/A	1.425%
11/13/2023	Kestra Advisory Services LLC	17,518	$858K	0.0%	-25.1%	0.523%
11/8/2023	Holistic Financial Partners	28,960	$1.42M	0.9%	-38.1%	0.864%
11/8/2023	Janney Montgomery Scott LLC	18,826	$922K	0.0%	-3.0%	0.562%
11/8/2023	Atria Wealth Solutions Inc.	24,916	$1.22M	0.0%	+14.5%	0.744%
11/8/2023	Avantax Advisory Services Inc.	64,000	$3.14M	0.0%	-2.7%	1.910%
11/8/2023	Moors & Cabot Inc.	11,000	$539K	0.0%	+14.6%	0.328%
11/7/2023	Fermata Advisors LLC	33,267	$1.63M	0.5%	+268.2%	0.993%
11/7/2023	Great Valley Advisor Group Inc.	9,246	$453K	0.0%	-79.4%	0.276%
11/6/2023	Authentikos Wealth Advisory LLC	60,157	$2.95M	2.8%	-8.7%	1.796%
11/6/2023	Sigma Planning Corp	6,067	$297K	0.0%	-4.6%	0.181%
11/4/2023	NBC Securities Inc.	1,122	$54K	0.0%	N/A	0.033%
11/1/2023	Orion Portfolio Solutions LLC	22,641	$1.11M	0.0%	+37.0%	0.676%
10/27/2023	Assetmark Inc.	9,167	$449K	0.0%	+257.9%	0.274%
10/26/2023	Park Avenue Securities LLC	19,312	$946K	0.0%	+45.8%	0.576%
10/24/2023	Bank of New York Mellon Corp	72,096	$3.53M	0.0%	-2.6%	2.152%
10/24/2023	Raymond James Financial Services Advisors Inc.	47,960	$2.35M	0.0%	+12.9%	1.432%
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10/24/2023	Raymond James & Associates	62,536	$3.06M	0.0%	-9.7%	1.867%
10/24/2023	Cambridge Investment Research Advisors Inc.	41,858	$2.05M	0.0%	-7.5%	1.249%
10/23/2023	Commonwealth Equity Services LLC	36,703	$1.80M	0.0%	+18.5%	1.096%
10/19/2023	Marshall Financial Group LLC	160,373	$7.86M	2.8%	-0.7%	4.787%
10/17/2023	Avior Wealth Management LLC	7,399	$362K	0.0%	-12.1%	0.221%
10/13/2023	PFG Advisors	35,955	$1.76M	0.2%	-4.5%	1.073%
10/13/2023	Global Retirement Partners LLC	10,361	$499K	0.0%	+599.1%	0.309%
10/12/2023	IFP Advisors Inc	37,635	$1.84M	0.1%	-1.9%	1.123%
10/11/2023	AE Wealth Management LLC	126,531	$6.20M	0.0%	+0.3%	3.777%
10/10/2023	Centennial Wealth Advisory LLC	4,341	$213K	0.1%	N/A	0.130%

(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, 105 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 ($7.68M), 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: LPL Financial LLC ($273.70K), Envestnet Asset Management Inc. ($268.89K), Cambria Investment Management L.P. ($258.00K), Advisor Group Holdings Inc. ($211.80K), ALM First Financial Advisors LLC ($175K), TCP Asset Management LLC ($156.58K), and Synergy Asset Management LLC ($143.85K).
How much institutional buying is happening at First Trust Managed Futures Strategy Fund?: Institutional investors have bought a total of 3,079,995 shares in the last 24 months. This purchase volume represents approximately $150.98M in transactions.

Which First Trust Managed Futures Strategy Fund major shareholders have been selling company stock?: Of the 55 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), LPL Financial LLC ($124.71K), IFP Advisors Inc ($72.82K), Great Valley Advisor Group Inc. ($56.66K), and Fermata Advisors LLC ($51.74K).
How much institutional selling is happening at First Trust Managed Futures Strategy Fund?: Institutional investors have sold a total of 1,375,229 shares in the last 24 months. This volume of shares sold represents approximately $65.87M in transactions.