FMF Institutional Ownership & Shareholders
FIRST TRUST MANAGED FUTURES (FMF) is currently held by 80 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $195.46M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
First Trust Advisors Lp is currently the largest disclosed institutional shareholder of FMF tracked by InsiderSet, reporting ownership valued at approximately $55.05M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $55.98M, representing an estimated gain of +1.68% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 80% of the total disclosed FMF value among the investors covered in this analysis. Major shareholders include First Trust Advisors Lp, Assetmark, Inc, Morgan Stanley, and several other long-term asset managers with concentrated positions in FIRST TRUST MANAGED FUTURES (FMF).
This page ranks the largest institutional FMF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
80
Total Reported Value
$195.46M
Largest Holder
First Trust Advisors Lp
Largest Position
$55.05M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
112
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| First Trust Advisors Lp | 0.03% | 1,098,446 | $55,054,113 | $55,976,808 | +$922,695 | +1.68% | |
| Assetmark, Inc | 0.03% | 354,264 | $18,513,842 | $18,053,293 | -$460,549 | -2.49% | |
| Morgan Stanley | 0.00% | 334,001 | $16,740,182 | $17,020,691 | +$280,509 | +1.68% | |
| Cetera Investment Advisers | 0.01% | 279,690 | $14,018,053 | $14,253,002 | +$234,949 | +1.68% | |
| Lpl Financial Llc | 0.00% | 258,223 | $13,494,752 | $13,159,044 | -$335,708 | -2.49% | |
| Tcp Asset Management, Llc | 1.35% | 229,996 | $11,973,570 | $11,720,596 | -$252,974 | -2.11% | |
| Janney Montgomery Scott Llc | 0.02% | 218,091 | $10,931,000 | $11,113,917 | +$182,917 | +1.67% | |
| Rfg Advisory, Llc | 0.09% | 120,269 | $6,285,260 | $6,128,908 | -$156,352 | -2.49% | |
| Simplicity Wealth,Llc | 0.15% | 95,968 | $5,015,277 | $4,890,529 | -$124,748 | -2.49% | |
| Envestnet Asset Management Inc | 0.00% | 86,484 | $4,334,586 | $4,407,225 | +$72,639 | +1.68% | |
| Center For Asset Management Llc | 1.88% | 79,973 | $4,179,448 | $4,075,424 | -$104,024 | -2.49% | |
| Raymond James Financial Inc | 0.00% | 74,639 | $3,740,906 | $3,803,603 | +$62,697 | +1.68% | |
| Osaic Holdings, Inc. | 0.00% | 48,109 | $2,411,504 | $2,451,635 | +$40,131 | +1.66% | |
| Twelve Points Wealth Management Llc | 0.37% | 37,714 | $1,967,850 | $1,921,905 | -$45,945 | -2.33% | |
| Jane Street Group, Llc | 0.00% | 38,071 | $1,908,119 | $1,940,098 | +$31,979 | +1.68% | |
| Ifp Advisors, Inc | 0.03% | 34,207 | $1,787,658 | $1,743,189 | -$44,469 | -2.49% | |
| Creativeone Wealth, Llc | 0.04% | 34,681 | $1,738,201 | $1,767,344 | +$29,143 | +1.68% | |
| Exchange Traded Concepts, Llc | 0.01% | 33,150 | $1,732,419 | $1,689,324 | -$43,095 | -2.49% | |
| Beacon Capital Management, Inc. | 0.10% | 29,310 | $1,531,741 | $1,493,638 | -$38,103 | -2.49% | |
| Beta Wealth Group, Inc. | 0.49% | 26,142 | $1,310,221 | $1,332,196 | +$21,975 | +1.68% | |
| Newedge Wealth, Llc | 0.01% | 22,690 | $1,137,231 | $1,156,282 | +$19,051 | +1.68% | |
| Fermata Advisors, Llc | 0.21% | 21,072 | $1,101,206 | $1,073,829 | -$27,377 | -2.49% | |
| Concurrent Investment Advisors, Llc | 0.01% | 16,687 | $872,086 | $850,370 | -$21,716 | -2.49% | |
| Pacific Excel Wealth Advisors, Inc. | 0.87% | 15,062 | $787,139 | $767,560 | -$19,579 | -2.49% | |
| Geowealth Management, Llc | 0.02% | 14,843 | $743,927 | $756,399 | +$12,472 | +1.68% | |
| Ameritas Advisory Services, Llc | 0.01% | 14,678 | $735,661 | $747,991 | +$12,330 | +1.68% | |
| Snowden Capital Advisors Llc | 0.02% | 14,155 | $709,449 | $721,339 | +$11,890 | +1.68% | |
| Lasalle St. Investment Advisors, Llc | 0.08% | 13,576 | $680,430 | $691,833 | +$11,403 | +1.68% | |
| Balboa Wealth Partners | 0.08% | 12,069 | $630,729 | $615,036 | -$15,693 | -2.49% | |
| Fsb Premier Wealth Management, Inc. | 0.17% | 12,259 | $614,433 | $624,719 | +$10,286 | +1.67% | |
| Pinnacle Family Advisors, Llc | 0.26% | 12,162 | $609,571 | $619,776 | +$10,205 | +1.67% | |
| Bison Wealth, Llc | 0.05% | 10,295 | $542,424 | $524,633 | -$17,791 | -3.28% | |
| World Investment Advisors | 0.01% | 10,179 | $515,261 | $518,722 | +$3,461 | +0.67% | |
| Kingsview Wealth Management, Llc | 0.01% | 9,862 | $494,283 | $502,568 | +$8,285 | +1.68% | |
| Gateway Wealth Partners, Llc | 0.03% | 8,923 | $447,231 | $454,716 | +$7,485 | +1.67% | |
| Bluechip Wealth Advisors Llc | 0.15% | 8,430 | $440,552 | $429,593 | -$10,959 | -2.49% | |
| First Heartland Consultants, Inc. | 0.03% | 7,716 | $403,238 | $393,207 | -$10,031 | -2.49% | |
| Susquehanna International Group, Llp | 0.00% | 8,007 | $401,311 | $408,037 | +$6,726 | +1.68% | |
| Signal Advisors Wealth, Llc | 0.01% | 6,272 | $327,762 | $319,621 | -$8,141 | -2.48% | |
| Benjamin Edwards Inc | 0.00% | 6,414 | $321,455 | $326,857 | +$5,402 | +1.68% | |
| Signature Equity Partners, Llc | 0.11% | 6,090 | $318,241 | $310,346 | -$7,895 | -2.48% | |
| Commonwealth Equity Services, Llc | 0.00% | 5,839 | $305,149 | $297,555 | -$7,594 | -2.49% | |
| Bank Of America Corp | 0.00% | 5,658 | $283,579 | $288,332 | +$4,753 | +1.68% | |
| Integrated Wealth Concepts Llc | 0.00% | 5,335 | $267,393 | $271,872 | +$4,479 | +1.67% | |
| Trajan Wealth Llc | 0.01% | 5,188 | $260,023 | $264,380 | +$4,357 | +1.68% | |
| Private Advisor Group, Llc | 0.00% | 5,065 | $253,835 | $258,112 | +$4,277 | +1.69% | |
| Rossby Financial, Lcc | 0.04% | 4,511 | $235,745 | $229,881 | -$5,864 | -2.49% | |
| Holistic Financial Partners | 0.14% | 4,421 | $221,592 | $225,294 | +$3,702 | +1.67% | |
| Richmond Investment Services, Llc | 0.07% | 4,215 | $220,270 | $214,796 | -$5,474 | -2.48% | |
| Maripau Wealth Management Llc | 0.08% | 4,359 | $218,489 | $222,135 | +$3,646 | +1.67% |
Frequently asked questions about FMF
Who are the largest institutional holders of FMF?
The largest institutional holders of FMF reported in the latest SEC Form 13F filings include First Trust Advisors Lp, Assetmark, Inc, Morgan Stanley, Cetera Investment Advisers, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported FMF position.
What is FMF institutional ownership?
This page tracks FMF positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST MANAGED FUTURES (FMF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FMF?
InsiderSet currently tracks 80 institutional managers reporting FMF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FMF shareholders.
How much FMF stock do institutions own?
Institutional investment managers disclosed approximately $195.46M in FMF holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FMF institutional ownership last updated?
The latest FMF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FMF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FMF position after the reporting date.
Are institutions buying or selling FMF?
Institutional buying and selling can be analyzed by comparing FMF positions across consecutive 13F reporting periods. InsiderSet's FMF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FMF ownership changes.
How has FMF institutional ownership changed over time?
InsiderSet tracks FMF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.