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First Trust Managed Futures Strategy Fund (FMF) Institutional Ownership

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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)
50
Total
Institutional Inflows
(last 12 months)
$29.43M
Number of
Institutional Sellers
(last 12 months)
33
Total
Institutional Outflows
(last 12 months)
$27.92M
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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
5/17/2024 Coppell Advisory Solutions Corp.24,306$1.23M0.2%N/A0.838%
5/16/2024 B. Riley Wealth Advisors Inc.11,302$554K0.0%+83.4%0.390%
5/14/2024 CreativeOne Wealth LLC8,774$444K0.0%+63.5%0.303%
5/9/2024 Orion Portfolio Solutions LLC29,665$1.50M0.0%+12.3%1.023%
5/8/2024 Avantax Advisory Services Inc.55,983$2.83M0.0%+0.5%1.930%
5/7/2024 PFG Advisors4,192$212K0.0%-11.3%0.145%
5/6/2024 Envestnet Portfolio Solutions Inc.32,565$1.65M0.0%+17.8%1.123%
5/1/2024 StoneX Group Inc.15,265$772K0.1%-20.1%0.526%
5/1/2024 Concourse Financial Group Securities Inc.6,419$325K0.0%+9.7%0.221%
5/1/2024 Diversify Advisory Services LLC4,518$228K0.0%N/A0.156%
4/30/2024 SpiderRock Advisors LLC5,211$262K0.0%N/A0.180%
4/30/2024 Mainstay Capital Management LLC ADV26,633$1.35M0.3%N/A0.918%
4/29/2024Commonwealth Equity Services LLC30,389$1.54M0.0%-22.1%1.048%
4/29/2024 Benjamin F. Edwards & Company Inc.14,683$743K0.0%-8.1%0.506%
4/25/2024 Professional Financial Advisors LLC14,627$740K0.2%N/A0.504%
4/25/2024 Cambridge Investment Research Advisors Inc.49,949$2.53M0.0%+10.6%1.722%
4/24/2024 Simplicity Wealth LLC20,040$1.01M0.0%N/A0.691%
4/23/2024 Raymond James Financial Services Advisors Inc.52,656$2.66M0.0%+6.5%1.816%
4/19/2024 TCP Asset Management LLC153,678$7.77M2.1%+33.7%4.587%
4/18/2024 Iams Wealth Management LLC23,858$1.18M0.7%+10.1%0.712%
4/12/2024 Fermata Advisors LLC12,955$655K0.1%-54.7%0.387%
4/11/2024 RFG Advisory LLC8,336$422K0.0%+3.6%0.249%
4/10/2024 Park Avenue Securities LLC21,685$1.10M0.0%+1.1%0.647%
3/15/2024 B. Riley Wealth Advisors Inc.6,161$284K0.0%-45.5%0.184%
2/12/2024 StoneX Group Inc.19,099$881K0.1%-4.2%0.570%
2/12/2024 Holistic Financial Partners31,070$1.43M0.9%+7.3%0.927%
2/12/2024 Steward Partners Investment Advisory LLC11,304$521K0.0%+19.5%0.337%
2/9/2024 Orion Portfolio Solutions LLC26,426$1.23M0.0%+16.7%0.789%
2/9/2024 Cambridge Investment Research Advisors Inc.45,163$2.08M0.0%+7.9%1.348%
2/9/2024 Assetmark Inc.16,320$753K0.0%+78.0%0.487%
2/9/2024 CreativeOne Wealth LLC5,368$248K0.0%N/A0.160%
2/8/2024 Financial Advocates Investment Management19,280$888K0.1%N/A0.576%
2/7/2024 Avantax Advisory Services Inc.55,694$2.57M0.0%-13.0%1.663%
2/7/2024 Envestnet Portfolio Solutions Inc.27,633$1.27M0.0%-42.1%0.825%
2/7/2024 Iams Wealth Management LLC21,675$999K0.6%-19.7%0.647%
2/7/2024 Principal Securities Inc.996$46K0.0%N/A0.030%
2/7/2024 Concourse Financial Group Securities Inc.5,849$270K0.0%+5.8%0.175%
2/6/2024 Benjamin F. Edwards & Company Inc.15,969$736K0.0%+14.9%0.477%
2/6/2024 First Horizon Advisors Inc.1,225$56K0.0%+3,041.0%0.037%
2/6/2024 Great Valley Advisor Group Inc.6,408$295K0.0%-30.7%0.191%
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2/2/2024 Truist Financial Corp27,560$1.27M0.0%N/A0.823%
2/2/2024 Atria Wealth Solutions Inc.24,035$1.11M0.0%-3.5%0.717%
1/29/2024 NewEdge Wealth LLC20,647$952K0.0%-3.6%0.616%
1/24/2024 Walkner Condon Financial Advisors LLC4,426$204K0.0%-31.4%0.132%
1/19/2024 Fermata Advisors LLC28,616$1.32M0.3%-14.0%0.854%
1/19/2024 PFG Advisors4,724$218K0.0%-86.9%0.141%
1/19/2024 Patriot Financial Group Insurance Agency LLC8,398$387K0.1%N/A0.251%
1/18/2024 Global Retirement Partners LLC11,441$538K0.0%+10.4%0.342%
1/16/2024 Raymond James Financial Services Advisors Inc.49,463$2.28M0.0%+3.1%1.477%
1/11/2024 Ausdal Financial Partners Inc.4,714$217K0.0%N/A0.141%
1/11/2024 Marshall Financial Group LLC151,954$7.01M2.3%-5.2%4.536%
1/11/2024 TCP Asset Management LLC114,943$5.30M2.0%+3.1%3.431%
1/9/2024IFP Advisors Inc35,023$1.62M0.1%-6.9%1.045%
12/5/2023 TAP Consulting LLC32,892$1.61M0.4%+2.0%0.982%
12/1/2023 B. Riley Wealth Advisors Inc.11,302$554K0.0%+30.5%0.337%
11/16/2023 Maripau Wealth Management LLC6,871$337K0.3%-8.6%0.205%
11/13/2023 LPL Financial LLC251,327$12.31M0.0%-12.3%7.502%
11/13/2023 Cambria Investment Management L.P.72,098$3.53M0.3%-27.4%2.152%
11/13/2023 Envestnet Asset Management Inc.464,772$22.77M0.0%-6.9%13.874%
11/13/2023 Envestnet Portfolio Solutions Inc.47,741$2.34M0.0%N/A1.425%
11/13/2023 Kestra Advisory Services LLC17,518$858K0.0%-25.1%0.523%
11/8/2023 Holistic Financial Partners28,960$1.42M0.9%-38.1%0.864%
11/8/2023 Janney Montgomery Scott LLC18,826$922K0.0%-3.0%0.562%
11/8/2023 Atria Wealth Solutions Inc.24,916$1.22M0.0%+14.5%0.744%
11/8/2023 Avantax Advisory Services Inc.64,000$3.14M0.0%-2.7%1.910%
11/8/2023 Moors & Cabot Inc.11,000$539K0.0%+14.6%0.328%
11/7/2023 Fermata Advisors LLC33,267$1.63M0.5%+268.2%0.993%
11/7/2023 Great Valley Advisor Group Inc.9,246$453K0.0%-79.4%0.276%
11/6/2023 Authentikos Wealth Advisory LLC60,157$2.95M2.8%-8.7%1.796%
11/6/2023 Sigma Planning Corp6,067$297K0.0%-4.6%0.181%
11/4/2023 NBC Securities Inc.1,122$54K0.0%N/A0.033%
11/1/2023 Orion Portfolio Solutions LLC22,641$1.11M0.0%+37.0%0.676%
10/27/2023 Assetmark Inc.9,167$449K0.0%+257.9%0.274%
10/26/2023 Park Avenue Securities LLC19,312$946K0.0%+45.8%0.576%
10/24/2023 Bank of New York Mellon Corp72,096$3.53M0.0%-2.6%2.152%
10/24/2023 Raymond James Financial Services Advisors Inc.47,960$2.35M0.0%+12.9%1.432%
10/24/2023 Raymond James & Associates62,536$3.06M0.0%-9.7%1.867%
10/24/2023 Cambridge Investment Research Advisors Inc.41,858$2.05M0.0%-7.5%1.249%
10/23/2023Commonwealth Equity Services LLC36,703$1.80M0.0%+18.5%1.096%
10/19/2023 Marshall Financial Group LLC160,373$7.86M2.8%-0.7%4.787%
10/17/2023 Avior Wealth Management LLC7,399$362K0.0%-12.1%0.221%
10/13/2023 PFG Advisors35,955$1.76M0.2%-4.5%1.073%
10/13/2023 Global Retirement Partners LLC10,361$499K0.0%+599.1%0.309%
10/12/2023IFP Advisors Inc37,635$1.84M0.1%-1.9%1.123%
10/11/2023 AE Wealth Management LLC126,531$6.20M0.0%+0.3%3.777%
10/10/2023 Centennial Wealth Advisory LLC4,341$213K0.1%N/A0.130%
8/17/2023Coppell Advisory Solutions LLC22,034$1.05M0.3%-2.7%0.658%
8/14/2023 Petix & Botte Co10,550$504K0.2%+100.0%0.315%
8/14/2023 Snowden Capital Advisors LLC15,758$753K0.0%-4.6%0.470%
8/14/2023 Eqis Capital Management Inc.6,547$313K0.0%+31.0%0.195%
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8/11/2023 Kestra Advisory Services LLC23,387$1.12M0.0%-90.7%0.698%
8/11/2023 FSB Premier Wealth Management Inc.8,581$410K0.2%+66.8%0.256%
8/10/2023 Osaic Holdings Inc.276,565$13.24M0.0%+6.0%8.256%
8/10/2023 GeoWealth Management LLC10,696$512K0.1%N/A0.319%
8/10/2023Commonwealth Equity Services LLC30,982$1.48M0.0%+24.4%0.885%
8/10/2023 Moors & Cabot Inc.9,600$459K0.0%+62.7%0.274%
8/10/2023 Cambria Investment Management L.P.99,241$4.75M0.4%-1.0%2.835%
8/10/2023 Fortress Wealth Group LLC4,705$228K0.1%-27.8%0.134%
8/10/2023 Cetera Investment Advisers54,395$2.60M0.0%+24.8%1.554%
8/9/2023 Holistic Financial Partners46,756$2.24M1.6%-14.3%1.336%
(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, 103 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 ($7.77M), 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 92 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), Marshall Financial Group LLC ($161.51K), and TCP Asset Management LLC ($152.47K).

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

Institutional investors have bought a total of 3,183,130 shares in the last 24 months. This purchase volume represents approximately $156.37M in transactions.

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

Of the 54 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 ($49.65K).

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

Institutional investors have sold a total of 1,385,567 shares in the last 24 months. This volume of shares sold represents approximately $66.42M in transactions.


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This page (NYSEARCA:FMF) was last updated on 5/20/2024 by MarketBeat.com Staff

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