First Trust Managed Futures (FMF)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Assetmark, Inc

INCREASED

Shares354,264 from 216,988

Change+137,276 (+63%)

Value$18.5M (+$7.6M)

Filed 2026-10-21

TCP Asset Management, LLC

INCREASED

Shares229,996 from 225,531

Change+4,465 (+2%)

Value$12.0M (+$670.0K)

Filed 2026-10-14

RFG Advisory, LLC

INCREASED

Shares120,269 from 111,309

Change+8,960 (+8%)

Value$6.3M (+$706.5K)

Filed 2026-11-03

Simplicity Wealth,LLC

INCREASED

Shares95,968 from 51,811

Change+44,157 (+85%)

Value$5.0M (+$2.4M)

Filed 2026-10-23

Center For Asset Management LLC

INCREASED

Shares79,973 from 76,954

Change+3,019 (+4%)

Value$4.2M (+$322.5K)

Filed 2026-10-16

Twelve Points Wealth Management LLC

INCREASED

Shares37,714 from 32,986

Change+4,728 (+14%)

Value$2.0M (+$314.6K)

Filed 2026-11-03

IFP Advisors, Inc

DECREASED

Shares34,207 from 62,877

Change-28,670 (-46%)

Value$1.8M (-$1.4M)

Filed 2026-10-16

Exchange Traded Concepts, LLC

NEW

Shares33,150

Change+33,150

Value$1.7M

Filed 2026-10-28

Beacon Capital Management, Inc.

DECREASED

Shares29,310 from 30,031

Change-721 (-2%)

Value$1.5M (+$26.6K)

Filed 2026-10-13

Fermata Advisors, LLC

INCREASED

Shares21,072 from 20,101

Change+971 (+5%)

Value$1.1M (+$93.7K)

Filed 2026-10-13

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares19,130 from 119,088

Change-99,958 (-84%)

Value$1.0M (-$5.0M)

Filed 2026-11-02

Concurrent Investment Advisors, LLC

DECREASED

Shares16,687 from 33,713

Change-17,026 (-50%)

Value$872.1K (-$817.6K)

Filed 2026-10-16

Pacific Excel Wealth Advisors, Inc.

NEW

Shares15,062

Change+15,062

Value$787.1K

Filed 2026-10-27

Balboa Wealth Partners

INCREASED

Shares12,069 from 11,364

Change+705 (+6%)

Value$630.7K (+$61.2K)

Filed 2026-10-20

Bison Wealth, LLC

NEW

Shares10,295

Change+10,295

Value$542.4K

Filed 2026-10-13

BlueChip Wealth Advisors LLC

UNCHANGED

Shares8,430 from 8,430

Change0 (0%)

Value$440.6K (+$18.0K)

Filed 2026-11-03

First Heartland Consultants, Inc.

DECREASED

Shares7,716 from 7,874

Change-158 (-2%)

Value$403.2K (+$8.6K)

Filed 2026-10-08

Signal Advisors Wealth, LLC

INCREASED

Shares6,272 from 4,728

Change+1,544 (+33%)

Value$327.8K (+$90.8K)

Filed 2026-10-13

Signature Equity Partners, LLC

NEW

Shares6,090

Change+6,090

Value$318.2K

Filed 2026-10-29

Commonwealth Equity Services, LLC

DECREASED

Shares5,839 from 9,913

Change-4,074 (-41%)

Value$305.1K (-$191.7K)

Filed 2026-11-02

Rossby Financial, LCC

INCREASED

Shares4,511 from 4,434

Change+77 (+2%)

Value$235.7K (+$13.5K)

Filed 2026-11-05

Richmond Investment Services, LLC

INCREASED

Shares4,215 from 4,206

Change+9 (+0%)

Value$220.3K (+$9.5K)

Filed 2026-10-29

D.A. Davidson & Co.

UNCHANGED

Shares4,000 from 4,000

Change0 (0%)

Value$209.0K (+$8.6K)

Filed 2026-10-28

Professional Financial Advisors, LLC

NEW

Shares3,840

Change+3,840

Value$200.7K

Filed 2026-10-13

CoreCap Advisors, LLC

INCREASED

Shares2,652 from 2,169

Change+483 (+22%)

Value$138.6K (+$29.9K)

Filed 2026-10-08

Ascentis Independent Advisors

UNCHANGED

Shares2,389 from 2,389

Change0 (0%)

Value$124.8K (+$5.1K)

Filed 2026-11-03

Spire Wealth Management

INCREASED

Shares640 from 518

Change+122 (+24%)

Value$33.4K (+$7.5K)

Filed 2026-10-30

Gilpin Wealth Management, LLC

UNCHANGED

Shares216 from 216

Change0 (0%)

Value$11.3K (+$463)

Filed 2026-10-09

Farther Finance Advisors, LLC

UNCHANGED

Shares203 from 203

Change0 (0%)

Value$10.6K (+$435)

Filed 2026-10-08

Parallel Advisors, LLC

DECREASED

Shares187 from 955

Change-768 (-80%)

Value$9.8K (-$38.1K)

Filed 2026-11-03

Cape Investment Advisory, Inc.

UNCHANGED

Shares54 from 54

Change0 (0%)

Value$2.8K (+$115)

Filed 2026-10-13

CX Institutional

NEW

Shares25

Change+25

Value$1

Filed 2026-10-02

Canton Hathaway, LLC

NEW

Shares8

Change+8

Value$418

Filed 2026-10-23

Lloyd Advisory Services, Llc.

UNCHANGED

Shares5 from 5

Change0 (0%)

Value$275 (+$12)

Filed 2026-11-02

Iams Wealth Management, LLC

CLOSED

Shares0 from 17,819

Change-17,819 (-100%)

Value$0 (-$893.1K)

Filed 2026-10-15

HBW Advisory Services LLC

CLOSED

Shares0 from 15,072

Change-15,072 (-100%)

Value$0 (-$755.4K)

Filed 2026-10-15

Apollon Wealth Management, LLC

CLOSED

Shares0 from 8,280

Change-8,280 (-100%)

Value$0 (-$415.0K)

Filed 2026-10-23

Novem Group

CLOSED

Shares0 from 7,653

Change-7,653 (-100%)

Value$0 (-$383.6K)

Filed 2026-10-19

Asset Allocation Strategies LLC

CLOSED

Shares0 from 6,891

Change-6,891 (-100%)

Value$0 (-$345.4K)

Filed 2026-10-20

Private Client Services, LLC

CLOSED

Shares0 from 5,617

Change-5,617 (-100%)

Value$0 (-$281.5K)

Filed 2026-10-02

Triad Wealth Partners, LLC

CLOSED

Shares0 from 4,298

Change-4,298 (-100%)

Value$0 (-$213.8K)

Filed 2026-10-26

PFG Advisors

CLOSED

Shares0 from 4,135

Change-4,135 (-100%)

Value$0 (-$207.2K)

Filed 2026-10-16

International Assets Investment Management, LLC

CLOSED

Shares0 from 103

Change-103 (-100%)

Value$0 (-$5.2K)

Filed 2026-11-02

Blue Trust, Inc.

CLOSED

Shares0 from 21

Change-21 (-100%)

Value$0 (-$1.1K)

Filed 2026-10-15

Cullen T Bankers, Inc.

CLOSED

Shares0 from 0

Change0

Value$0 ($0)

Filed 2026-10-28

First Trust Advisors LP

N/A

Shares— from 1,098,446

Change-1,098,446 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 334,001

Change-334,001 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 279,690

Change-279,690 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 231,259

Change-231,259 (-100%)

Value—

Coppell Advisory Solutions LLC

N/A

Shares— from 227,666

Change-227,666 (-100%)

Value—

Janney Montgomery Scott LLC

N/A

Shares— from 218,091

Change-218,091 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 86,484

Change-86,484 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 74,639

Change-74,639 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 48,109

Change-48,109 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 38,071

Change-38,071 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 34,681

Change-34,681 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 30,379

Change-30,379 (-100%)

Value—

Beta Wealth Group, Inc.

N/A

Shares— from 26,142

Change-26,142 (-100%)

Value—

NewEdge Wealth, LLC

N/A

Shares— from 22,690

Change-22,690 (-100%)

Value—

GeoWealth Management, LLC

N/A

Shares— from 14,843

Change-14,843 (-100%)

Value—

Ameritas Advisory Services, LLC

N/A

Shares— from 14,678

Change-14,678 (-100%)

Value—

Snowden Capital Advisors LLC

N/A

Shares— from 14,155

Change-14,155 (-100%)

Value—

LaSalle St. Investment Advisors, LLC

N/A

Shares— from 13,576

Change-13,576 (-100%)

Value—

FSB Premier Wealth Management, Inc.

N/A

Shares— from 12,259

Change-12,259 (-100%)

Value—

Pinnacle Family Advisors, LLC

N/A

Shares— from 12,162

Change-12,162 (-100%)

Value—

World Investment Advisors

N/A

Shares— from 10,179

Change-10,179 (-100%)

Value—

Kingsview Wealth Management, LLC

N/A

Shares— from 9,862

Change-9,862 (-100%)

Value—

Gateway Wealth Partners, LLC

N/A

Shares— from 8,923

Change-8,923 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 8,007

Change-8,007 (-100%)

Value—

Benjamin Edwards Inc

N/A

Shares— from 6,414

Change-6,414 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 5,658

Change-5,658 (-100%)

Value—

Integrated Wealth Concepts LLC

N/A

Shares— from 5,335

Change-5,335 (-100%)

Value—

Trajan Wealth LLC

N/A

Shares— from 5,188

Change-5,188 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 5,065

Change-5,065 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,790

Change-4,790 (-100%)

Value—

Holistic Financial Partners

N/A

Shares— from 4,421

Change-4,421 (-100%)

Value—

Maripau Wealth Management LLC

N/A

Shares— from 4,359

Change-4,359 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 4,178

Change-4,178 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 3,300

Change-3,300 (-100%)

Value—

Synergy Investment Management, LLC

N/A

Shares— from 3,192

Change-3,192 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 2,190

Change-2,190 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 1,562

Change-1,562 (-100%)

Value—

UBS Group AG

N/A

Shares— from 1,446

Change-1,446 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 840

Change-840 (-100%)

Value—

Luminist Capital LLC

N/A

Shares— from 341

Change-341 (-100%)

Value—

Mcguire Capital Advisors Inc

N/A

Shares— from 249

Change-249 (-100%)

Value—

IFG Advisory, LLC

N/A

Shares— from 205

Change-205 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 131

Change-131 (-100%)

Value—

Ameriflex Group, Inc.

N/A

Shares— from 63

Change-63 (-100%)

Value—

Strive Financial Group,LLC

N/A

Shares— from 17

Change-17 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 13

Change-13 (-100%)

Value—

	Status
Assetmark, Inc	INCREASED	354,264	216,988	+137,276	+63%	$10.9M	$18.5M	+$7.6M	2026-10-21
TCP Asset Management, LLC	INCREASED	229,996	225,531	+4,465	+2%	$11.3M	$12.0M	+$670.0K	2026-10-14
RFG Advisory, LLC	INCREASED	120,269	111,309	+8,960	+8%	$5.6M	$6.3M	+$706.5K	2026-11-03
Simplicity Wealth,LLC	INCREASED	95,968	51,811	+44,157	+85%	$2.6M	$5.0M	+$2.4M	2026-10-23
Center For Asset Management LLC	INCREASED	79,973	76,954	+3,019	+4%	$3.9M	$4.2M	+$322.5K	2026-10-16
Twelve Points Wealth Management LLC	INCREASED	37,714	32,986	+4,728	+14%	$1.7M	$2.0M	+$314.6K	2026-11-03
IFP Advisors, Inc	DECREASED	34,207	62,877	-28,670	-46%	$3.2M	$1.8M	-$1.4M	2026-10-16
Exchange Traded Concepts, LLC	NEW	33,150	—	+33,150	—	—	$1.7M	—	2026-10-28
Beacon Capital Management, Inc.	DECREASED	29,310	30,031	-721	-2%	$1.5M	$1.5M	+$26.6K	2026-10-13
Fermata Advisors, LLC	INCREASED	21,072	20,101	+971	+5%	$1.0M	$1.1M	+$93.7K	2026-10-13
Cambridge Investment Research Advisors, Inc.	DECREASED	19,130	119,088	-99,958	-84%	$6.0M	$1.0M	-$5.0M	2026-11-02
Concurrent Investment Advisors, LLC	DECREASED	16,687	33,713	-17,026	-50%	$1.7M	$872.1K	-$817.6K	2026-10-16
Pacific Excel Wealth Advisors, Inc.	NEW	15,062	—	+15,062	—	—	$787.1K	—	2026-10-27
Balboa Wealth Partners	INCREASED	12,069	11,364	+705	+6%	$569.6K	$630.7K	+$61.2K	2026-10-20
Bison Wealth, LLC	NEW	10,295	—	+10,295	—	—	$542.4K	—	2026-10-13
BlueChip Wealth Advisors LLC	UNCHANGED	8,430	8,430	0	0%	$422.5K	$440.6K	+$18.0K	2026-11-03
First Heartland Consultants, Inc.	DECREASED	7,716	7,874	-158	-2%	$394.6K	$403.2K	+$8.6K	2026-10-08
Signal Advisors Wealth, LLC	INCREASED	6,272	4,728	+1,544	+33%	$237.0K	$327.8K	+$90.8K	2026-10-13
Signature Equity Partners, LLC	NEW	6,090	—	+6,090	—	—	$318.2K	—	2026-10-29
Commonwealth Equity Services, LLC	DECREASED	5,839	9,913	-4,074	-41%	$496.9K	$305.1K	-$191.7K	2026-11-02
Rossby Financial, LCC	INCREASED	4,511	4,434	+77	+2%	$222.2K	$235.7K	+$13.5K	2026-11-05
Richmond Investment Services, LLC	INCREASED	4,215	4,206	+9	+0%	$210.8K	$220.3K	+$9.5K	2026-10-29
D.A. Davidson & Co.	UNCHANGED	4,000	4,000	0	0%	$200.5K	$209.0K	+$8.6K	2026-10-28
Professional Financial Advisors, LLC	NEW	3,840	—	+3,840	—	—	$200.7K	—	2026-10-13
CoreCap Advisors, LLC	INCREASED	2,652	2,169	+483	+22%	$108.7K	$138.6K	+$29.9K	2026-10-08
Ascentis Independent Advisors	UNCHANGED	2,389	2,389	0	0%	$119.7K	$124.8K	+$5.1K	2026-11-03
Spire Wealth Management	INCREASED	640	518	+122	+24%	$26.0K	$33.4K	+$7.5K	2026-10-30
Gilpin Wealth Management, LLC	UNCHANGED	216	216	0	0%	$10.8K	$11.3K	+$463	2026-10-09
Farther Finance Advisors, LLC	UNCHANGED	203	203	0	0%	$10.2K	$10.6K	+$435	2026-10-08
Parallel Advisors, LLC	DECREASED	187	955	-768	-80%	$47.9K	$9.8K	-$38.1K	2026-11-03
Cape Investment Advisory, Inc.	UNCHANGED	54	54	0	0%	$2.7K	$2.8K	+$115	2026-10-13
CX Institutional	NEW	25	—	+25	—	—	$1	—	2026-10-02
Canton Hathaway, LLC	NEW	8	—	+8	—	—	$418	—	2026-10-23
Lloyd Advisory Services, Llc.	UNCHANGED	5	5	0	0%	$263	$275	+$12	2026-11-02
Iams Wealth Management, LLC	CLOSED	0	17,819	-17,819	-100%	$893.1K	$0	-$893.1K	2026-10-15
HBW Advisory Services LLC	CLOSED	0	15,072	-15,072	-100%	$755.4K	$0	-$755.4K	2026-10-15
Apollon Wealth Management, LLC	CLOSED	0	8,280	-8,280	-100%	$415.0K	$0	-$415.0K	2026-10-23
Novem Group	CLOSED	0	7,653	-7,653	-100%	$383.6K	$0	-$383.6K	2026-10-19
Asset Allocation Strategies LLC	CLOSED	0	6,891	-6,891	-100%	$345.4K	$0	-$345.4K	2026-10-20
Private Client Services, LLC	CLOSED	0	5,617	-5,617	-100%	$281.5K	$0	-$281.5K	2026-10-02
Triad Wealth Partners, LLC	CLOSED	0	4,298	-4,298	-100%	$213.8K	$0	-$213.8K	2026-10-26
PFG Advisors	CLOSED	0	4,135	-4,135	-100%	$207.2K	$0	-$207.2K	2026-10-16
International Assets Investment Management, LLC	CLOSED	0	103	-103	-100%	$5.2K	$0	-$5.2K	2026-11-02
Blue Trust, Inc.	CLOSED	0	21	-21	-100%	$1.1K	$0	-$1.1K	2026-10-15
Cullen T Bankers, Inc.	CLOSED	0	0	0	—	$0	$0	$0	2026-10-28
First Trust Advisors LP	N/A	—	1,098,446	-1,098,446	-100%	$55.1M	—	—	—
Morgan Stanley	N/A	—	334,001	-334,001	-100%	$16.7M	—	—	—
Cetera Investment Advisers	N/A	—	279,690	-279,690	-100%	$14.0M	—	—	—
LPL Financial LLC	N/A	—	231,259	-231,259	-100%	$11.6M	—	—	—
Coppell Advisory Solutions LLC	N/A	—	227,666	-227,666	-100%	$12.7K	—	—	—
Janney Montgomery Scott LLC	N/A	—	218,091	-218,091	-100%	$10.9M	—	—	—
Envestnet Asset Management Inc	N/A	—	86,484	-86,484	-100%	$4.3M	—	—	—
Raymond James Financial Inc	N/A	—	74,639	-74,639	-100%	$3.7M	—	—	—
Osaic Holdings, Inc.	N/A	—	48,109	-48,109	-100%	$2.4M	—	—	—
Jane Street Group, LLC	N/A	—	38,071	-38,071	-100%	$1.9M	—	—	—
CreativeOne Wealth, LLC	N/A	—	34,681	-34,681	-100%	$1.7M	—	—	—
AE Wealth Management LLC	N/A	—	30,379	-30,379	-100%	$1.5M	—	—	—
Beta Wealth Group, Inc.	N/A	—	26,142	-26,142	-100%	$1.3M	—	—	—
NewEdge Wealth, LLC	N/A	—	22,690	-22,690	-100%	$1.1M	—	—	—
GeoWealth Management, LLC	N/A	—	14,843	-14,843	-100%	$743.9K	—	—	—
Ameritas Advisory Services, LLC	N/A	—	14,678	-14,678	-100%	$735.7K	—	—	—
Snowden Capital Advisors LLC	N/A	—	14,155	-14,155	-100%	$709.4K	—	—	—
LaSalle St. Investment Advisors, LLC	N/A	—	13,576	-13,576	-100%	$680.4K	—	—	—
FSB Premier Wealth Management, Inc.	N/A	—	12,259	-12,259	-100%	$614.4K	—	—	—
Pinnacle Family Advisors, LLC	N/A	—	12,162	-12,162	-100%	$609.6K	—	—	—
World Investment Advisors	N/A	—	10,179	-10,179	-100%	$515.3K	—	—	—
Kingsview Wealth Management, LLC	N/A	—	9,862	-9,862	-100%	$494.3K	—	—	—
Gateway Wealth Partners, LLC	N/A	—	8,923	-8,923	-100%	$447.2K	—	—	—
Susquehanna International Group, LLP	N/A	—	8,007	-8,007	-100%	$401.3K	—	—	—
Benjamin Edwards Inc	N/A	—	6,414	-6,414	-100%	$321.5K	—	—	—
Bank of America Corp	N/A	—	5,658	-5,658	-100%	$283.6K	—	—	—
Integrated Wealth Concepts LLC	N/A	—	5,335	-5,335	-100%	$267.4K	—	—	—
Trajan Wealth LLC	N/A	—	5,188	-5,188	-100%	$260.0K	—	—	—
Private Advisor Group, LLC	N/A	—	5,065	-5,065	-100%	$253.8K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,790	-4,790	-100%	$240.1K	—	—	—
Holistic Financial Partners	N/A	—	4,421	-4,421	-100%	$221.6K	—	—	—
Maripau Wealth Management LLC	N/A	—	4,359	-4,359	-100%	$218.5K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	4,178	-4,178	-100%	$209.4K	—	—	—
Rothschild Investment LLC	N/A	—	3,300	-3,300	-100%	$165.4K	—	—	—
Synergy Investment Management, LLC	N/A	—	3,192	-3,192	-100%	$160.0K	—	—	—
Royal Bank of Canada	N/A	—	2,190	-2,190	-100%	$110.0K	—	—	—
Harbour Investments, Inc.	N/A	—	1,562	-1,562	-100%	$78.3K	—	—	—
UBS Group AG	N/A	—	1,446	-1,446	-100%	$72.5K	—	—	—
Fiduciary Financial Advisors	N/A	—	840	-840	-100%	$42.1K	—	—	—
Luminist Capital LLC	N/A	—	341	-341	-100%	$17.1K	—	—	—
Mcguire Capital Advisors Inc	N/A	—	249	-249	-100%	$12.5K	—	—	—
IFG Advisory, LLC	N/A	—	205	-205	-100%	$10.3K	—	—	—
Huntington National Bank	N/A	—	131	-131	-100%	$6.6K	—	—	—
Ameriflex Group, Inc.	N/A	—	63	-63	-100%	$3.2K	—	—	—
Strive Financial Group,LLC	N/A	—	17	-17	-100%	$852	—	—	—
JPMorgan Chase & Co	N/A	—	13	-13	-100%	$695	—	—	—

Showing 91 of 91 institutions