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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$50.40 +0.01 (+0.02%)
Closing price 07/24/2026 04:10 PM Eastern
Extended Trading
$50.26 -0.14 (-0.28%)
As of 07/24/2026 04:15 PM 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)
61
Total
Institutional Inflows
(last 12 months)
$58.75M
Number of
Institutional Sellers
(last 12 months)
35
Total
Institutional Outflows
(last 12 months)
$9.35M
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Skip Chart & View Institutional Buying and Selling Data

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
7/7/2026 Fermata Advisors LLC20,101$1.01M0.2%+4.5%0.369%
7/7/2026 CoreCap 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%
5/4/2026 HBW 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%
4/20/2026 RFG 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%
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%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
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%
2/6/2026 IFP Advisors Inc51,529$2.42M0.1%+10.2%1.096%
2/6/2026 Envestnet 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%
2/3/2026 RFG 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%
1/27/2026 PFG Advisors4,661$219K0.0%-40.1%0.100%
1/26/2026 Iams Wealth Management LLC19,565$921K0.3%-5.3%0.421%
1/23/2026Assetmark Inc.182,294$8.58M0.0%+93.4%3.920%
1/23/2026 HBW 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%
1/21/2026 Sound Income Strategies LLC533$26K0.0%N/A0.011%
1/16/2026Balboa Wealth Partners10,788$508K0.1%+2.3%0.235%
1/15/2026 Professional Financial Advisors LLC10,296$484K0.1%-2.9%0.224%
1/15/2026Silver Oak Securities Incorporated3,918$184K0.0%N/A0.085%
1/9/2026 First Heartland Consultants Inc.7,566$356K0.0%N/A0.172%
1/8/2026 Fermata Advisors LLC18,648$877K0.2%+19.8%0.424%
1/7/2026 Holistic Financial Partners4,462$210K0.1%-17.4%0.100%
1/7/2026 TCP Asset Management LLC214,569$10.10M1.7%+11.2%4.822%
12/2/2025 IFP 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%
11/13/2025 PFG Advisors7,778$379K0.0%-35.2%0.202%
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%
11/7/2025 Holistic 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%
11/6/2025BlueChip Wealth Advisors LLC8,161$397K0.2%+27.3%0.212%
A letter from Shannon Stansberry (Ad)

Porter Stansberry nearly canceled the entire project. When he first saw the claimed returns - only one down year in nearly two decades and total gains of almost 2,000% - his immediate reaction was disbelief. It took a trusted friend's personal vouching for Emmet Savage and a face-to-face trip to Ireland to change his mind. The full documentary, Investigating Project Prophet, is now live.tc pixel

Watch the full story and see the verified track record for yourself
11/6/2025 RFG Advisory LLC42,728$2.08M0.0%+2.0%1.110%
11/5/2025Envestnet Asset Management Inc.445,495$21.70M0.0%+5.5%11.571%
11/4/2025TFB Advisors LLC8,469$418K0.1%-12.5%0.220%
11/3/2025AE Wealth Management LLC19,423$946K0.0%+10.6%0.504%
10/31/2025OneAscent Financial Services LLC4,979$242K0.0%+8.6%0.129%
10/31/2025FSB Premier Wealth Management Inc.12,164$592K0.2%+6.4%0.316%
10/30/2025 Envestnet Portfolio Solutions Inc.10,779$525K0.0%-15.7%0.280%
10/30/2025Simplicity Wealth LLC18,604$906K0.1%-68.1%0.483%
10/28/2025 Professional Financial Advisors LLC10,605$516K0.1%-9.3%0.275%
10/27/2025Concurrent Investment Advisors LLC14,305$697K0.0%N/A0.372%


FMF Institutional Ownership - Frequently Asked Questions

During the previous two years, 99 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 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: 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 1,232,597 shares in the last 24 months. This purchase volume represents approximately $58.75M in transactions.

Of the 35 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), Holistic Financial Partners ($13.83K), PFG Advisors ($12.95K), Assetmark Inc. ($11.35K), World Investment Advisors ($9.93K), and Global Retirement Partners LLC ($9.70K).

Institutional investors have sold a total of 198,091 shares in the last 24 months. This volume of shares sold represents approximately $9.35M in transactions.


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This page (NYSEARCA:FMF) was last updated on 7/25/2026 by MarketBeat.com Staff.
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