First Trust Managed FuturesFMFETF
13F holders, Q1 2025 (March 31)73holders −6
9new positions
12sold out
$46.09avg. 13F price*
At the end of Q1 2025, 73 institutions reported holding First Trust Managed Futures (FMF) in their 13F filings, down 6 from Q4 2024. 9 opened new positions and 12 sold out. The largest holders were Envestnet Asset Management Inc. ($19.0M), LPL Financial LLC ($15.1M) and ALM First Financial Advisors, LLC ($12.0M).
- Company
- First Trust Managed Futures
- CUSIP
- 33739G103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $2.5M |
| Exits | 12 | $6.1M |
All 13F filers, Q4 2024 → Q1 2025: 402,331 shares bought and 181,693 shares sold, net +220,638 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 73 holders
| Envestnet Asset Management Inc. | 0.01% | Reduce -2.1% | 412,301 | $19.0M |
| LPL Financial LLC | 0.01% | Add +7.6% | 328,203 | $15.1M |
| ALM First Financial Advisors, LLC | 2.75% | Add +8.5% | 261,004 | $12.0M |
| TCP Asset Management, LLC | 1.82% | Add +2.5% | 176,644 | $8.1M |
| Coppell Advisory Solutions LLC | 0.88% | Add +275.5% | 139,405 | $6.3M |
| Cetera Investment Advisers | 0.01% | Add +13.3% | 137,269 | $6.3M |
| Assetmark, Inc. | 0.01% | Add +32.7% | 101,093 | $4.7M |
| First Trust Advisors LP | 0.00% | Add +59.0% | 99,094 | $4.6M |
| Raymond James Financial Inc. | 0.00% | Add +45.4% | 79,514 | $3.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.0% | 66,698 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Add +3.1% | 65,496 | $3.0M |
| Bank of New York Mellon Corp | 0.00% | Reduce -5.0% | 60,388 | $2.8M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -1.3% | 50,825 | $2.3M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -1.3% | 50,825 | $2.3M |
| Osaic Holdings, Inc. | 0.01% | Add +306.3% | 50,471 | $2.3M |
| Benjamin Edwards Inc. | 0.03% | Add +58.4% | 47,163 | $2.2M |
| IFP Advisors, Inc | 0.07% | Add +1.0% | 45,762 | $2.1M |
| Harbour Investments, Inc. | 0.06% | Add +6.7% | 41,792 | $1.9M |
| Envestnet Portfolio Solutions, Inc. | 0.01% | Reduce -3.9% | 34,062 | $1.6M |
| Gateway Wealth Partners, LLC | 0.35% | Add +24.5% | 33,405 | $1.5M |
| CreativeOne Wealth, LLC | 0.04% | Add +14.2% | 32,246 | $1.5M |
| AE Wealth Management LLC | 0.01% | Reduce -39.1% | 26,750 | $1.2M |
| Simplicity Wealth,LLC | 0.09% | New | 24,542 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +24.5% | 24,309 | $1.1M |
| Iams Wealth Management, LLC | 0.50% | Add +3.8% | 23,767 | $1.1M |
| NewEdge Wealth, LLC | 0.02% | Reduce -0.1% | 21,489 | $991K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.4% | 21,380 | $986K |
| Atria Wealth Solutions, Inc. | 0.01% | Reduce -5.4% | 20,016 | $923K |
| World Investment Advisors | 0.02% | Add +88.4% | 18,529 | $855K |
| Holistic Financial Partners | 0.41% | Reduce -18.1% | 18,293 | $844K |
| GeoWealth Management, LLC | 0.03% | Add +2.1% | 18,205 | $840K |
| PFG Advisors | 0.05% | Reduce -23.9% | 17,606 | $812K |
| Fermata Advisors, LLC | 0.11% | Add +2.6% | 13,679 | $631K |
| Atria Investments, Inc | 0.01% | Reduce -3.9% | 13,576 | $626K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.5% | 13,359 | $616K |
| Jane Street Group, LLC | 0.00% | Add +7.1% | 13,315 | $614K |
| Professional Financial Advisors, LLC | 0.15% | Reduce -7.5% | 12,922 | $596K |
| LaSalle St. Investment Advisors, LLC | 0.14% | Reduce -0.9% | 12,733 | $587K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -18.9% | 11,219 | $517K |
| Pinnacle Family Advisors, LLC | 0.28% | Add +1.2% | 11,034 | $509K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.0% | 10,562 | $487K |
| Petix & Botte Co | 0.13% | No change | 10,550 | $487K |
| FSB Premier Wealth Management, Inc. | 0.18% | Add +2.5% | 9,934 | $458K |
| RFG Advisory, LLC | 0.01% | Add +1.9% | 9,739 | $449K |
| Hilltop Holdings Inc. | 0.03% | Reduce -2.2% | 9,307 | $429K |
| Virtue Capital Management, LLC | 0.05% | New | 8,668 | $401K |
| Trajan Wealth LLC | 0.02% | Reduce -16.4% | 8,669 | $400K |
| TFB Advisors LLC | 0.10% | Add +49.9% | 7,770 | $358K |
| Apollon Wealth Management, LLC | 0.01% | Add +7.1% | 7,296 | $336K |
| Sigma Planning Corp | 0.01% | New | 6,932 | $320K |
| BlueChip Wealth Advisors LLC | 0.15% | Add +8.5% | 6,409 | $296K |
| Private Client Services, LLC | 0.14% | Add +2.6% | 6,078 | $280K |
| Signal Advisors Wealth, LLC | 0.03% | Add +14.7% | 5,549 | $256K |
| Wbi Investments, LLC | 0.07% | New | 5,392 | $249K |
| Richmond Investment Services, LLC | 0.13% | Reduce -3.2% | 5,045 | $233K |
| OneAscent Financial Services LLC | 0.01% | New | 4,487 | $207K |
| Maripau Wealth Management LLC | 0.12% | Reduce -3.6% | 4,473 | $206K |
| Synergy Investment Management, LLC | 0.08% | Add +3.9% | 4,089 | $189K |
| Rothschild Investment LLC | 0.01% | No change | 3,900 | $180K |
| Principal Securities, Inc. | 0.00% | No change | 2,498 | $119K |
| Rossby Financial, LCC | 0.04% | New | 1,992 | $91K |
| Royal Bank of Canada | 0.00% | Reduce -15.2% | 1,635 | $75K |
| Spire Wealth Management | 0.00% | Reduce -6.0% | 1,004 | $46K |
| CoreCap Advisors, LLC | 0.00% | New | 700 | $32K |
| Lord & Richards Wealth Management, LLC | 0.04% | New | 670 | $31K |
| Luminist Capital LLC | 0.02% | No change | 387 | $18K |
| Morgan Stanley | 0.00% | Add +2445.4% | 280 | $13K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -81.9% | 235 | $11K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Reduce -7.9% | 222 | $10K |
| Sound Income Strategies, LLC | 0.00% | No change | 77 | $4K |
| GAMMA Investing LLC | 0.00% | Reduce -67.0% | 32 | $1K |
| UBS Group AG | 0.00% | New | 25 | $1K |
| Transce3nd, LLC | 0.00% | Add +200.0% | 9 | $415 |
"% of holder's portfolio" is FMF's weight in each manager's 13F, not the share of First Trust Managed Futures the manager owns.