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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$52.78 +0.09 (+0.17%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$52.76 -0.02 (-0.04%)
As of 07:36 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
57
Total
Institutional Inflows
(last 12 months)
$64.83M
Number of
Institutional Sellers
(last 12 months)
26
Total
Institutional Outflows
(last 12 months)
$24.70M
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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
10/14/2026Signal Advisors Wealth LLC6,272$328K0.0%+32.7%0.112%
10/13/2026Fermata Advisors LLC21,072$1.10M0.2%+4.8%0.383%
10/8/2026CoreCap Advisors LLC2,652$139K0.0%+22.3%0.048%
9/23/2026Envestnet Asset Management Inc.86,484$4.34M0.0%-81.7%1.572%
9/9/2026Integrated Wealth Concepts LLC5,335$267K0.0%N/A0.108%
9/9/2026RFG Advisory LLC111,309$5.58M0.1%+42.0%2.249%
9/9/2026IFP Advisors Inc62,877$3.15M0.1%+4.7%1.270%
8/23/2026Ameritas Advisory Services LLC14,678$736K0.0%N/A0.297%
8/23/2026Asset Allocation Strategies LLC6,891$345K0.1%+18.7%0.139%
8/22/2026Concurrent Investment Advisors LLC33,713$1.69M0.0%-0.9%0.681%
8/21/2026Coppell Advisory Solutions LLC227,666$114K0.0%N/A4.599%
7/7/2026Fermata Advisors LLC20,101$1.01M0.2%+4.5%0.369%
7/7/2026CoreCap Advisors LLC2,169$109K0.0%+13.2%0.040%
7/6/2026 Private Client Services LLC5,617$282K0.1%-7.6%0.103%
6/3/2026Parallel Advisors LLC1,051$53K0.0%N/A0.020%
5/28/2026Maripau Wealth Management LLC4,770$241K0.1%-5.7%0.093%
5/18/2026Royal Bank of Canada2,460$124K0.0%-67.4%0.048%
5/15/2026Gateway Wealth Partners LLC84,933$4.30M0.2%+119.4%1.649%
5/13/2026Cetera Investment Advisers356,838$18.06M0.0%+7.9%6.929%
5/13/2026First Trust Advisors LP202,365$10.24M0.0%+30.1%3.929%
5/7/2026Beta Wealth Group Inc.27,948$1.42M0.6%-13.0%0.543%
5/7/2026Parallel Advisors LLC1,051$53K0.0%N/A0.020%
5/6/2026Assetmark Inc.187,574$9.50M0.0%+2.9%3.642%
5/5/2026D.A. Davidson & CO.4,000$202K0.0%N/A0.078%
5/5/2026Bank of New York Mellon Corp64,681$3.27M0.0%-6.7%1.256%
5/5/2026BlueChip Wealth Advisors LLC8,430$427K0.2%+3.3%0.164%
5/4/2026HBW Advisory Services LLC14,746$746K0.1%+5.3%0.286%
5/1/2026Simplicity Wealth LLC34,955$1.77M0.1%+31.4%0.679%
4/29/2026Richmond Investment Services LLC9,298$471K0.1%-7.2%0.181%
4/28/2026Ascentis Independent Advisors2,389$121K0.0%N/A0.047%
4/23/2026Asset Allocation Strategies LLC5,803$294K0.1%+4.8%0.114%
4/22/2026Janney Montgomery Scott LLC208,142$10.54M0.0%+20.7%4.081%
4/20/2026RFG Advisory LLC78,413$3.97M0.1%+56.0%1.538%
4/17/2026Signal Advisors Wealth LLC5,468$277K0.0%-8.3%0.107%
4/16/2026Center For Asset Management LLC75,198$3.81M1.9%+26.3%1.474%
4/16/2026Balboa Wealth Partners11,198$567K0.1%+3.8%0.220%
4/16/2026Triad Wealth Partners LLC4,656$236K0.0%-60.0%0.091%
3/13/2026World Investment Advisors14,118$664K0.0%+44.6%0.300%
2/17/2026Cetera Investment Advisers330,595$15.55M0.0%+79.9%7.034%
2/17/2026GeoWealth Management LLC21,368$1.01M0.0%+11.9%0.455%
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2/17/2026Osaic Holdings Inc.41,832$1.97M0.0%+4.8%0.890%
2/17/2026Royal Bank of Canada7,538$355K0.0%+211.2%0.160%
2/16/2026MML Investors Services LLC7,284$343K0.0%N/A0.155%
2/16/2026Beta Wealth Group Inc.32,107$1.51M0.6%+5.6%0.683%
2/13/2026Kestra Advisory Services LLC11,752$553K0.0%+17.6%0.250%
2/13/2026CreativeOne Wealth LLC35,883$1.69M0.0%+10.2%0.763%
2/13/2026First Trust Advisors LP155,523$7.32M0.0%+34.2%3.309%
2/13/2026Asset Allocation Strategies LLC5,535$260K0.0%N/A0.118%
2/12/2026Rossby Financial LCC3,791$178K0.1%-7.3%0.081%
2/12/2026Orion Porfolio Solutions LLC53,102$2.50M0.0%+8.6%1.130%
2/12/2026Commonwealth Equity Services LLC16,551$779K0.0%-4.8%0.352%
2/12/2026Steward Partners Investment Advisory LLC4,774$225K0.0%-39.1%0.102%
2/11/2026Gateway Wealth Partners LLC38,720$1.82M0.2%+27.9%0.824%
2/11/2026Janney Montgomery Scott LLC172,376$8.11M0.0%+22.8%3.668%
2/11/2026Omnitrust Wealth Management Inc4,371$206K0.3%N/A0.093%
2/11/2026LPL Financial LLC497,109$23.39M0.0%+23.9%10.577%
2/6/2026Global Retirement Partners LLC4,948$233K0.0%-66.2%0.105%
2/6/2026IFP Advisors Inc51,529$2.42M0.1%+10.2%1.096%
2/6/2026Envestnet Portfolio Solutions Inc.11,346$534K0.0%+5.3%0.241%
2/5/2026Tucker Asset Management LLC3,887$183K0.1%N/A0.083%
2/4/2026World Investment Advisors14,118$664K0.0%+44.6%0.304%
2/3/2026NewEdge Wealth LLC23,012$1.08M0.0%-1.2%0.495%
2/3/2026FSB Premier Wealth Management Inc.11,923$561K0.2%-2.0%0.256%
2/3/2026RFG Advisory LLC50,256$2.37M0.0%+17.6%1.081%
2/2/2026Truist Financial Corp8,545$402K0.0%N/A0.184%
2/2/2026Benjamin Edwards Inc.116,904$5.50M0.1%+39.3%2.514%
1/30/2026Simplicity Wealth LLC26,595$1.25M0.1%+43.0%0.572%
1/29/2026Concurrent Investment Advisors LLC34,306$1.61M0.0%+139.8%0.738%
1/27/2026PFG Advisors4,661$219K0.0%-40.1%0.100%
1/26/2026Iams Wealth Management LLC19,565$921K0.3%-5.3%0.421%
1/23/2026Assetmark Inc.182,294$8.58M0.0%+93.4%3.920%
1/23/2026HBW Advisory Services LLC14,000$659K0.1%+212.3%0.301%
1/23/2026Twelve Points Wealth Management LLC24,142$1.17M0.3%+12.4%0.519%
1/22/2026Triad Wealth Partners LLC11,629$547K0.1%N/A0.250%
1/21/2026Center For Asset Management LLC59,552$2.80M1.5%N/A1.281%
1/21/2026Sound Income Strategies LLC533$26K0.0%N/A0.011%
1/16/2026Balboa Wealth Partners10,788$508K0.1%+2.3%0.235%
1/15/2026Professional Financial Advisors LLC10,296$484K0.1%-2.9%0.224%
1/15/2026Silver Oak Securities Incorporated3,918$184K0.0%N/A0.085%
1/9/2026First Heartland Consultants Inc.7,566$356K0.0%N/A0.172%
1/8/2026Fermata Advisors LLC18,648$877K0.2%+19.8%0.424%
1/7/2026Holistic Financial Partners4,462$210K0.1%-17.4%0.100%
1/7/2026TCP Asset Management LLC214,569$10.10M1.7%+11.2%4.822%
12/2/2025IFP Advisors Inc46,769$2.28M0.1%+1.3%1.215%
11/18/2025Advisory Services Network LLC1,325$65K0.0%N/A0.034%
11/17/2025Susquehanna International Group LLP8,896$433K0.0%N/A0.231%
11/17/2025Hilltop Holdings Inc.9,855$480K0.0%+2.9%0.256%
11/14/2025Raymond James Financial Inc.84,523$4.12M0.0%+6.8%2.195%
11/13/2025GeoWealth Management LLC19,098$930K0.0%+5.5%0.496%
11/13/2025PFG Advisors7,778$379K0.0%-35.2%0.202%
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11/13/2025CreativeOne Wealth LLC32,569$1.59M0.0%-4.1%0.846%
11/13/2025First Trust Advisors LP115,901$5.64M0.0%+20.9%3.010%
11/12/2025Orion Porfolio Solutions LLC48,919$2.38M0.0%+1.0%1.271%
11/10/2025Trajan Wealth LLC5,832$284K0.0%-20.4%0.151%
11/10/2025Rossby Financial LCC4,089$199K0.1%+105.3%0.106%
11/7/2025Synergy Investment Management LLC4,173$203K0.1%N/A0.108%
11/7/2025Holistic Financial Partners5,405$263K0.1%-29.8%0.140%
11/7/2025Beta Wealth Group Inc.30,390$1.48M0.6%N/A0.789%
11/6/2025Balboa Wealth Partners10,550$514K0.1%+4.9%0.274%
11/6/2025Assetmark Inc.94,274$4.59M0.0%-10.7%2.449%


FMF Institutional Ownership - Frequently Asked Questions

During the previous two years, 96 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), Cetera Investment Advisers ($18.06M), ALM First Financial Advisors LLC ($12.04M), Janney Montgomery Scott LLC ($10.54M), First Trust Advisors LP ($10.24M), TCP Asset Management LLC ($10.10M), and Assetmark Inc. ($9.50M).Learn more on First Trust Managed Futures Strategy Fund's institutional investors.

Of the 84 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: Coppell Advisory Solutions LLC ($381.99K), Cetera Investment Advisers ($208.67K), Janney Montgomery Scott LLC ($173.78K), Assetmark Inc. ($169.99K), 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 1,336,464 shares in the last 24 months. This purchase volume represents approximately $64.83M in transactions.

Of the 26 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: Envestnet Asset Management Inc. ($385.80K), Simplicity Wealth LLC ($39.76K), Assetmark Inc. ($11.35K), Global Retirement Partners LLC ($9.70K), PFG Advisors ($7.34K), Triad Wealth Partners LLC ($6.97K), and Royal Bank of Canada ($5.08K).

Institutional investors have sold a total of 495,689 shares in the last 24 months. This volume of shares sold represents approximately $24.70M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:FMF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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