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First Trust Managed Futures (FMF)

CUSIP: 33739G103 | NYSE | 245 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Beneficial Ownership — 13D / 13G

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5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AFirst Trust Portfolios L.P.1,600,79029.1%+147,934Sep 30, 2026No 13F filer matched
13G/AFirst Trust Portfolios L.P.1,600,790
29.1% of class · Sep 30, 2026+147,934
No 13F filer matched

Institutional Holders — Q3 2026

Assetmark, Inc354,264
0.0% of portfolio›$18.5M
TCP Asset Management, LLC229,996
1.4% of portfolio›$12.0M
RFG Advisory, LLC120,269
0.1% of portfolio›$6.3M
Simplicity Wealth,LLC95,968
0.1% of portfolio›$5.0M
Center For Asset Management LLC79,973
1.9% of portfolio›$4.2M
Twelve Points Wealth Management LLC37,714
0.4% of portfolio›$2.0M
IFP Advisors, Inc34,207
0.0% of portfolio›$1.8M
Exchange Traded Concepts, LLC33,150
0.0% of portfolio›$1.7M
Beacon Capital Management, Inc.29,310
0.1% of portfolio›$1.5M
Fermata Advisors, LLC21,072
0.2% of portfolio›$1.1M
Cambridge Investment Research Advisors, Inc.19,130
0.0% of portfolio›$1.0M
Concurrent Investment Advisors, LLC16,687
0.0% of portfolio›$872.1K
Pacific Excel Wealth Advisors, Inc.15,062
0.9% of portfolio›$787.1K
Balboa Wealth Partners12,069
0.1% of portfolio›$630.7K
Bison Wealth, LLC10,295
0.0% of portfolio›$542.4K
BlueChip Wealth Advisors LLC8,430
0.1% of portfolio›$440.6K
First Heartland Consultants, Inc.7,716
0.0% of portfolio›$403.2K
Signal Advisors Wealth, LLC6,272
0.0% of portfolio›$327.8K
Signature Equity Partners, LLC6,090
0.1% of portfolio›$318.2K
Commonwealth Equity Services, LLC5,839
0.0% of portfolio›$305.1K
Rossby Financial, LCC4,511
0.0% of portfolio›$235.7K
Richmond Investment Services, LLC4,215
0.1% of portfolio›$220.3K
D.A. Davidson & Co.4,000
0.0% of portfolio›$209.0K
Professional Financial Advisors, LLC3,840
0.0% of portfolio›$200.7K
CoreCap Advisors, LLC2,652
0.0% of portfolio›$138.6K
Ascentis Independent Advisors2,389
0.0% of portfolio›$124.8K
Spire Wealth Management640
0.0% of portfolio›$33.4K
Gilpin Wealth Management, LLC216
0.0% of portfolio›$11.3K
Farther Finance Advisors, LLC203
0.0% of portfolio›$10.6K
Parallel Advisors, LLC187
0.0% of portfolio›$9.8K
Cape Investment Advisory, Inc.54
0.0% of portfolio›$2.8K
CX Institutional25
0.0% of portfolio›$1
Canton Hathaway, LLC8
0.0% of portfolio›$418
Lloyd Advisory Services, Llc.5
0.0% of portfolio›$275
StyleTurnoverLocationFiled
Assetmark, Inc
354,264$18.5M0.0%ETFLowConcord, CA2026-10-21
TCP Asset Management, LLC
229,996$12.0M1.4%ETFLowUpper Arlington, OH2026-10-14
RFG Advisory, LLC
120,269$6.3M0.1%ETFMediumBirmingham, AL2026-11-03
Simplicity Wealth,LLC
95,968$5.0M0.1%ETFLowSummit, NJ2026-10-23
Center For Asset Management LLC
79,973$4.2M1.9%ETFMediumPalm Beach Gardens, FL2026-10-16
Twelve Points Wealth Management LLC
37,714$2.0M0.4%ETFMediumConcord, MA2026-11-03
IFP Advisors, Inc
34,207$1.8M0.0%GrowthLowTampa, FL2026-10-16
Exchange Traded Concepts, LLC
33,150$1.7M0.0%GrowthMediumOklahoma City, OK2026-10-28
Beacon Capital Management, Inc.
29,310$1.5M0.1%ETFMediumDayton, OH2026-10-13
Fermata Advisors, LLC
21,072$1.1M0.2%ETFLowSonoma, CA2026-10-13
Cambridge Investment Research Advisors, Inc.
19,130$1.0M0.0%ETFLowFairfield, IA2026-11-02
Concurrent Investment Advisors, LLC
16,687$872.1K0.0%GrowthMediumTampa, FL2026-10-16
Pacific Excel Wealth Advisors, Inc.
15,062$787.1K0.9%ETFHighWalnut Creek, CA2026-10-27
Balboa Wealth Partners
12,069$630.7K0.1%Agg GrowthMediumScottsdale, AZ2026-10-20
Bison Wealth, LLC
10,295$542.4K0.0%GrowthMediumAtlanta, GA2026-10-13
BlueChip Wealth Advisors LLC
8,430$440.6K0.1%ETFMediumMilton, GA2026-11-03
First Heartland Consultants, Inc.
7,716$403.2K0.0%ETFMediumLake St. Louis, MO2026-10-08
Signal Advisors Wealth, LLC
6,272$327.8K0.0%ETFLowDetroit, MI2026-10-13
Signature Equity Partners, LLC
6,090$318.2K0.1%GrowthMediumColumbus, OH2026-10-29
Commonwealth Equity Services, LLC
5,839$305.1K0.0%ETFLowWaltham, MA2026-11-02
Rossby Financial, LCC
4,511$235.7K0.0%ETFMediumMelbourne, FL2026-11-05
Richmond Investment Services, LLC
4,215$220.3K0.1%ETFLowMequon, WI2026-10-29
D.A. Davidson & Co.
4,000$209.0K0.0%CoreLowGreat Falls, MT2026-10-28
Professional Financial Advisors, LLC
3,840$200.7K0.0%ETFMediumNorth Platte, NE2026-10-13
CoreCap Advisors, LLC
2,652$138.6K0.0%ETFMediumSouthfield, MI2026-10-08
Ascentis Independent Advisors
2,389$124.8K0.0%ETFLowDallas, TX2026-11-03
Spire Wealth Management
640$33.4K0.0%GrowthMediumMclean, VA2026-10-30
Gilpin Wealth Management, LLC
216$11.3K0.0%GrowthLowDenver, CO2026-10-09
Farther Finance Advisors, LLC
203$10.6K0.0%IndexLowSan Francisco, CA2026-10-08
Parallel Advisors, LLC
187$9.8K0.0%IndexLowSan Francisco, CA2026-11-03
Cape Investment Advisory, Inc.
54$2.8K0.0%ETFLowMcdonough, GA2026-10-13
CX Institutional
25$10.0%CoreMediumAuburn, IN2026-10-02
Canton Hathaway, LLC
8$4180.0%ValueLowProvidence, RI2026-10-23
Lloyd Advisory Services, Llc.
5$2750.0%ETFVery HighSuwanee, GA2026-11-02