FIRST TRUST MANAGED FUTURES FMF
$49.47
-1.2% 52w: $42.26 – $51.81
Latest 13F among current holders filed 32 days ago (Jun 3, 2026)
Price — last 12 months
research preview data42.2647.0451.81
Jun 20, 2025 Jul 2, 2026
Institutional holders
82
+0 QoQ
13F value
$206.6M
+14.1% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns FMF?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 585.2K | $29.6M | 0.0% | +17.7% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 472.3K | $23.9M | 0.0% | -0.5% |
| Cetera Investment Advisers | Wealth advisor | 356.8K | $18.1M | 0.0% | +7.9% |
| ALM First Financial Advisors, LLC | Wealth advisor | 312.1K | $15.8M | 2.8% | +19.6% |
| TCP Asset Management, LLC | Wealth advisor | 217.0K | $11.0M | 1.4% | +1.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 208.1K | $10.5M | 0.0% | +20.7% |
| FIRST TRUST ADVISORS LP | Index provider | 202.4K | $10.2M | 0.0% | +30.1% |
| ASSETMARK, INC | Wealth advisor | 187.6K | $9.5M | 0.0% | +2.9% |
| MORGAN STANLEY | Bank broker | 177.4K | $9.0M | 0.0% | +255.2% |
| BENJAMIN EDWARDS INC | Diversified mechanical | 122.5K | $6.2M | 0.1% | +4.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 111.3K | $5.6M | 0.0% | +5.2% |
| Gateway Wealth Partners, LLC | Wealth advisor | 84.9K | $4.3M | 0.2% | +119.4% |
| RFG Advisory, LLC | Wealth advisor | 78.4K | $4.0M | 0.1% | +56.0% |
| Center For Asset Management LLC | Wealth advisor | 75.2K | $3.8M | 1.9% | +26.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 74.5K | $3.8M | 0.0% | -15.0% |
| Bank of New York Mellon Corp | Diversified mechanical | 64.7K | $3.3M | 0.0% | -6.7% |
| IFP Advisors, Inc | Wealth advisor | 60.1K | $3.0M | 0.1% | +16.6% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 54.9K | $2.8M | 0.0% | +3.4% |
| CreativeOne Wealth, LLC | Wealth advisor | 37.4K | $1.9M | 0.0% | +4.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 36.8K | $1.9M | 0.0% | -12.1% |
| AE Wealth Management LLC | Wealth advisor | 36.6K | $1.9M | 0.0% | +85.7% |
| Simplicity Wealth,LLC | Wealth advisor | 35.0K | $1.8M | 0.1% | +31.4% |
| Concurrent Investment Advisors, LLC | Wealth advisor | 34.0K | $1.7M | 0.0% | -0.8% |
| Beta Wealth Group, Inc. | Wealth advisor | 27.9K | $1.4M | 0.6% | -13.0% |
| Twelve Points Wealth Management LLC | Wealth advisor | 27.5K | $1.4M | 0.3% | +14.0% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 25.3K | $1.3M | 0.0% | +2.4% |
| NewEdge Wealth, LLC | Other | 23.0K | $1.2M | 0.0% | +0.1% |
| GeoWealth Management, LLC | Wealth advisor | 21.4K | $1.1M | 0.0% | 0.0% |
| Fermata Advisors, LLC | Wealth advisor | 19.2K | $974K | 0.2% | +3.2% |
| IAMS WEALTH MANAGEMENT, LLC | Wealth advisor | 18.0K | $911K | 0.3% | -8.0% |
| Atria Investments, Inc | Wealth advisor | 15.8K | $799K | 0.0% | -2.2% |
| JANE STREET GROUP, LLC | Market maker | 15.1K | $767K | 0.0% | New |
| HBW ADVISORY SERVICES LLC | Wealth advisor | 14.7K | $746K | 0.1% | +5.3% |
| Snowden Capital Advisors LLC | Diversified mechanical | 14.7K | $745K | 0.0% | +3.8% |
| World Investment Advisors | Wealth advisor | 14.1K | $714K | 0.0% | -0.1% |
| LaSalle St. Investment Advisors, LLC | Wealth advisor | 13.6K | $690K | 0.1% | -0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 13.5K | $682K | 0.0% | -18.7% |
| Pinnacle Family Advisors, LLC | Wealth advisor | 12.6K | $636K | 0.3% | +4.4% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | Wealth advisor | 12.4K | $630K | 0.2% | +4.4% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 11.7K | $593K | 0.0% | +3.3% |
| Balboa Wealth Partners | Other | 11.2K | $567K | 0.1% | +3.8% |
| Richmond Investment Services, LLC | Wealth advisor | 9.3K | $471K | 0.1% | -7.2% |
| BlueChip Wealth Advisors LLC | Wealth advisor | 8.4K | $427K | 0.2% | +3.3% |
| Apollon Wealth Management, LLC | Diversified mechanical | 8.0K | $406K | 0.0% | -1.2% |
| First Heartland Consultants, Inc. | Wealth advisor | 7.7K | $390K | 0.0% | +1.8% |
| NOVEM GROUP | Wealth advisor | 7.6K | $386K | 0.0% | New |
| HARBOUR INVESTMENTS, INC. | Wealth advisor | 7.5K | $377K | 0.0% | +16.3% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 7.2K | $366K | 0.0% | New |
| PRIVATE CLIENT SERVICES, LLC | Wealth advisor | 6.1K | $308K | 0.1% | +0.4% |
| Asset Allocation Strategies LLC | Wealth advisor | 5.8K | $294K | 0.1% | +4.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.