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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

$50.73 +0.10 (+0.20%)
Closing price 04:10 PM Eastern
Extended Trading
$50.70 -0.02 (-0.05%)
As of 04:15 PM Eastern
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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)
56
Total
Institutional Inflows
(last 12 months)
$53.93M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$5.67M
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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
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%
6/3/2026 Parallel Advisors LLC1,051$53K0.0%N/A0.020%
5/28/2026 Maripau Wealth Management LLC4,770$241K0.1%-5.7%0.093%
5/18/2026Royal Bank of Canada2,460$124K0.0%-67.4%0.048%
5/15/2026 Gateway Wealth Partners LLC84,933$4.30M0.2%+119.4%1.649%
5/13/2026 Cetera Investment Advisers356,838$18.06M0.0%+7.9%6.929%
5/13/2026 First Trust Advisors LP202,365$10.24M0.0%+30.1%3.929%
5/7/2026 Beta Wealth Group Inc.27,948$1.42M0.6%-13.0%0.543%
5/7/2026 Parallel Advisors LLC1,051$53K0.0%N/A0.020%
5/6/2026 Assetmark Inc.187,574$9.50M0.0%+2.9%3.642%
5/5/2026 D.A. Davidson & CO.4,000$202K0.0%N/A0.078%
5/5/2026 Bank of New York Mellon Corp64,681$3.27M0.0%-6.7%1.256%
5/5/2026 BlueChip Wealth Advisors LLC8,430$427K0.2%+3.3%0.164%
5/4/2026 HBW Advisory Services LLC14,746$746K0.1%+5.3%0.286%
5/1/2026 Simplicity Wealth LLC34,955$1.77M0.1%+31.4%0.679%
4/29/2026 Richmond Investment Services LLC9,298$471K0.1%-7.2%0.181%
4/28/2026 Ascentis Independent Advisors2,389$121K0.0%N/A0.047%
4/23/2026Asset Allocation Strategies LLC5,803$294K0.1%+4.8%0.114%
4/22/2026 Janney 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%
4/17/2026 Signal Advisors Wealth LLC5,468$277K0.0%-8.3%0.107%
4/16/2026 Center For Asset Management LLC75,198$3.81M1.9%+26.3%1.474%
4/16/2026 Balboa Wealth Partners11,198$567K0.1%+3.8%0.220%
4/16/2026 Triad Wealth Partners LLC4,656$236K0.0%-60.0%0.091%
3/13/2026World Investment Advisors14,118$664K0.0%+44.6%0.300%
2/17/2026 Cetera Investment Advisers330,595$15.55M0.0%+79.9%7.034%
2/17/2026 GeoWealth 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%
2/16/2026 MML Investors Services LLC7,284$343K0.0%N/A0.155%
2/16/2026 Beta Wealth Group Inc.32,107$1.51M0.6%+5.6%0.683%
2/13/2026 Kestra Advisory Services LLC11,752$553K0.0%+17.6%0.250%
2/13/2026 CreativeOne Wealth LLC35,883$1.69M0.0%+10.2%0.763%
2/13/2026 First Trust Advisors LP155,523$7.32M0.0%+34.2%3.309%
2/13/2026Asset Allocation Strategies LLC5,535$260K0.0%N/A0.118%
2/12/2026 Rossby Financial LCC3,791$178K0.1%-7.3%0.081%
2/12/2026Orion Porfolio Solutions LLC53,102$2.50M0.0%+8.6%1.130%
2/12/2026 Commonwealth Equity Services LLC16,551$779K0.0%-4.8%0.352%
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2/12/2026 Steward Partners Investment Advisory LLC4,774$225K0.0%-39.1%0.102%
2/11/2026 Gateway Wealth Partners LLC38,720$1.82M0.2%+27.9%0.824%
2/11/2026 Janney Montgomery Scott LLC172,376$8.11M0.0%+22.8%3.668%
2/11/2026Omnitrust Wealth Management Inc4,371$206K0.3%N/A0.093%
2/11/2026 LPL Financial LLC497,109$23.39M0.0%+23.9%10.577%
2/6/2026 Global 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%
2/3/2026 NewEdge Wealth LLC23,012$1.08M0.0%-1.2%0.495%
2/3/2026 FSB 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%
2/2/2026 Truist Financial Corp8,545$402K0.0%N/A0.184%
2/2/2026 Benjamin Edwards Inc.116,904$5.50M0.1%+39.3%2.514%
1/30/2026 Simplicity Wealth LLC26,595$1.25M0.1%+43.0%0.572%
1/29/2026 Concurrent 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%
1/23/2026 Assetmark Inc.182,294$8.58M0.0%+93.4%3.920%
1/23/2026 HBW Advisory Services LLC14,000$659K0.1%+212.3%0.301%
1/23/2026 Twelve Points Wealth Management LLC24,142$1.17M0.3%+12.4%0.519%
1/22/2026 Triad Wealth Partners LLC11,629$547K0.1%N/A0.250%
1/21/2026 Center For Asset Management LLC59,552$2.80M1.5%N/A1.281%
1/21/2026 Sound Income Strategies LLC533$26K0.0%N/A0.011%
1/16/2026 Balboa Wealth Partners10,788$508K0.1%+2.3%0.235%
1/15/2026 Professional Financial Advisors LLC10,296$484K0.1%-2.9%0.224%
1/15/2026 Silver 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%
11/18/2025 Advisory Services Network LLC1,325$65K0.0%N/A0.034%
11/17/2025Susquehanna International Group LLP8,896$433K0.0%N/A0.231%
11/17/2025 Hilltop 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%
11/13/2025 GeoWealth Management LLC19,098$930K0.0%+5.5%0.496%
11/13/2025 PFG Advisors7,778$379K0.0%-35.2%0.202%
11/13/2025 CreativeOne Wealth LLC32,569$1.59M0.0%-4.1%0.846%
11/13/2025 First 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%
11/10/2025 Trajan Wealth LLC5,832$284K0.0%-20.4%0.151%
11/10/2025 Rossby 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%
11/7/2025 Beta Wealth Group Inc.30,390$1.48M0.6%N/A0.789%
11/6/2025 Balboa Wealth Partners10,550$514K0.1%+4.9%0.274%
11/6/2025 Assetmark Inc.94,274$4.59M0.0%-10.7%2.449%
11/6/2025 BlueChip Wealth Advisors LLC8,161$397K0.2%+27.3%0.212%
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11/6/2025 RFG Advisory LLC42,728$2.08M0.0%+2.0%1.110%
11/5/2025 Envestnet Asset Management Inc.445,495$21.70M0.0%+5.5%11.571%
11/4/2025 TFB Advisors LLC8,469$418K0.1%-12.5%0.220%
11/3/2025 AE Wealth Management LLC19,423$946K0.0%+10.6%0.504%
10/31/2025 OneAscent Financial Services LLC4,979$242K0.0%+8.6%0.129%
10/31/2025 FSB 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%
10/30/2025 Simplicity Wealth LLC18,604$906K0.1%-68.1%0.483%
10/28/2025 Professional Financial Advisors LLC10,605$516K0.1%-9.3%0.275%
10/27/2025 Concurrent Investment Advisors LLC14,305$697K0.0%N/A0.372%


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), 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 83 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 1,126,049 shares in the last 24 months. This purchase volume represents approximately $53.93M in transactions.

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: 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), Royal Bank of Canada ($5.08K), and Orion Porfolio Solutions LLC ($4.79K).

Institutional investors have sold a total of 116,687 shares in the last 24 months. This volume of shares sold represents approximately $5.67M in transactions.


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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 7/7/2026. New 13F filings are added each quarter as they're published.
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