FIRST TRUST MANAGED FUTURES (FMF) Institutional Ownership Changes & 13F Activity
FIRST TRUST MANAGED FUTURES (FMF). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include First Trust Advisors Lp, Envestnet Asset Management Inc, Coppell Advisory Solutions Llc, Morgan Stanley, and Cetera Investment Advisers.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Sell | -385,797 | -81.7% | 86,484 | $4.33M | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Buy | +5,335 | — | 5,335 | $267.39K | Q2 2026 | Sep 09, 2026 |
| Kingsview Wealth Management, Llc | Buy | +9,862 | — | 9,862 | $494.28K | Q2 2026 | Aug 19, 2026 |
| Asset Allocation Strategies Llc | Buy | +1,088 | +18.7% | 6,891 | $345.37K | Q2 2026 | Aug 17, 2026 |
| Coppell Advisory Solutions Llc | Buy | +227,666 | — | 227,666 | $12.69K | Q2 2026 | Aug 14, 2026 |
| Jane Street Group, Llc | Buy | +22,925 | +151.4% | 38,071 | $1.91M | Q2 2026 | Aug 14, 2026 |
| Ameritas Advisory Services, Llc | Buy | +14,678 | — | 14,678 | $735.66K | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +11,319 | +30.8% | 48,109 | $2.41M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Buy | +5,658 | — | 5,658 | $283.58K | Q2 2026 | Aug 14, 2026 |
| World Investment Advisors | Sell | -3,923 | -27.8% | 10,179 | $515.26K | Q2 2026 | Aug 14, 2026 |
| Action Point Financial Planning, Llc | Buy | +840 | — | 840 | $42.10K | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +769 | +10.6% | 8,007 | $401.31K | Q2 2026 | Aug 14, 2026 |
| Pinnacle Family Advisors, Llc | Sell | -400 | -3.2% | 12,162 | $609.57K | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -270 | -11.0% | 2,190 | $110.00K | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +205 | — | 205 | $10.28K | Q2 2026 | Aug 14, 2026 |
| Raymond James Financial Inc | Buy | +112 | +0.2% | 74,639 | $3.74M | Q2 2026 | Aug 14, 2026 |
| Morgan Stanley | Buy | +156,589 | +88.3% | 334,001 | $16.74M | Q2 2026 | Aug 13, 2026 |
| Beacon Capital Management, Inc. | Buy | +30,031 | — | 30,031 | $1.51M | Q2 2026 | Aug 13, 2026 |
| Creativeone Wealth, Llc | Sell | -2,716 | -7.3% | 34,681 | $1.74M | Q2 2026 | Aug 13, 2026 |
| Ubs Group Ag | Buy | +1,446 | — | 1,446 | $72.47K | Q2 2026 | Aug 13, 2026 |
| Snowden Capital Advisors Llc | Sell | -564 | -3.8% | 14,155 | $709.45K | Q2 2026 | Aug 13, 2026 |
| Steward Partners Investment Advisory, Llc | Sell | -388 | -8.5% | 4,178 | $209.40K | Q2 2026 | Aug 13, 2026 |
| Trajan Wealth Llc | Sell | -247 | -4.5% | 5,188 | $260.02K | Q2 2026 | Aug 13, 2026 |
| Huntington National Bank | Buy | +131 | — | 131 | $6.57K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Sell | -77,148 | -21.6% | 279,690 | $14.02M | Q2 2026 | Aug 12, 2026 |
| Harbour Investments, Inc. | Sell | -5,891 | -79.0% | 1,562 | $78.29K | Q2 2026 | Aug 12, 2026 |
| Fsb Premier Wealth Management, Inc. | Sell | -186 | -1.5% | 12,259 | $614.43K | Q2 2026 | Aug 12, 2026 |
| Jpmorgan Chase & Co | Buy | +13 | — | 13 | $695.00 | Q2 2026 | Aug 12, 2026 |
| First Trust Advisors Lp | Buy | +896,081 | +442.8% | 1,098,446 | $55.05M | Q2 2026 | Aug 11, 2026 |
| Maripau Wealth Management Llc | Sell | -411 | -8.6% | 4,359 | $218.49K | Q2 2026 | Aug 11, 2026 |
Frequently asked questions about FMF activity
Which institutional owners are buying FMF?
Institutional owners buying FMF include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FMF activity?
"Buy" means an investor increased their reported position in FMF compared to the prior reporting period. This reflects growing exposure to FIRST TRUST MANAGED FUTURES (FMF) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FMF increasing?
Institutional interest in FMF can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.