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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncSell-385,797-81.7%86,484$4.33MQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcBuy+5,335—5,335$267.39KQ2 2026Sep 09, 2026
Kingsview Wealth Management, LlcBuy+9,862—9,862$494.28KQ2 2026Aug 19, 2026
Asset Allocation Strategies LlcBuy+1,088+18.7%6,891$345.37KQ2 2026Aug 17, 2026
Coppell Advisory Solutions LlcBuy+227,666—227,666$12.69KQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+22,925+151.4%38,071$1.91MQ2 2026Aug 14, 2026
Ameritas Advisory Services, LlcBuy+14,678—14,678$735.66KQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+11,319+30.8%48,109$2.41MQ2 2026Aug 14, 2026
Bank Of America CorpBuy+5,658—5,658$283.58KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-3,923-27.8%10,179$515.26KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+840—840$42.10KQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+769+10.6%8,007$401.31KQ2 2026Aug 14, 2026
Pinnacle Family Advisors, LlcSell-400-3.2%12,162$609.57KQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-270-11.0%2,190$110.00KQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+205—205$10.28KQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+112+0.2%74,639$3.74MQ2 2026Aug 14, 2026
Morgan StanleyBuy+156,589+88.3%334,001$16.74MQ2 2026Aug 13, 2026
Beacon Capital Management, Inc.Buy+30,031—30,031$1.51MQ2 2026Aug 13, 2026
Creativeone Wealth, LlcSell-2,716-7.3%34,681$1.74MQ2 2026Aug 13, 2026
Ubs Group AgBuy+1,446—1,446$72.47KQ2 2026Aug 13, 2026
Snowden Capital Advisors LlcSell-564-3.8%14,155$709.45KQ2 2026Aug 13, 2026
Steward Partners Investment Advisory, LlcSell-388-8.5%4,178$209.40KQ2 2026Aug 13, 2026
Trajan Wealth LlcSell-247-4.5%5,188$260.02KQ2 2026Aug 13, 2026
Huntington National BankBuy+131—131$6.57KQ2 2026Aug 13, 2026
Cetera Investment AdvisersSell-77,148-21.6%279,690$14.02MQ2 2026Aug 12, 2026
Harbour Investments, Inc.Sell-5,891-79.0%1,562$78.29KQ2 2026Aug 12, 2026
Fsb Premier Wealth Management, Inc.Sell-186-1.5%12,259$614.43KQ2 2026Aug 12, 2026
Jpmorgan Chase & CoBuy+13—13$695.00Q2 2026Aug 12, 2026
First Trust Advisors LpBuy+896,081+442.8%1,098,446$55.05MQ2 2026Aug 11, 2026
Maripau Wealth Management LlcSell-411-8.6%4,359$218.49KQ2 2026Aug 11, 2026
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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.