FIRST TRUST MANAGED FUTURES (FMF) Top Institutional Shareholders
FIRST TRUST MANAGED FUTURES (FMF) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $189.18M in FMF holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FMF tracked by InsiderSet, reporting ownership valued at approximately $29.62M in its March 31, 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 $29.53M, representing an estimated loss of -0.30% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed FMF value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Envestnet Asset Management Inc, Cetera Investment Advisers, 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
83
Total Reported Value
$189.18M
Largest Holder
Lpl Financial Llc
Largest Position
$29.62M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
94
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.01% | 585,199 | $29,622,760 | $29,534,994 | -$87,766 | -0.30% | |
| Envestnet Asset Management Inc | 0.01% | 472,281 | $23,906,888 | $23,836,022 | -$70,866 | -0.30% | |
| Cetera Investment Advisers | 0.02% | 356,838 | $18,063,127 | $18,009,614 | -$53,513 | -0.30% | |
| Alm First Financial Advisors, Llc | 2.83% | 312,052 | $15,796,072 | $15,749,264 | -$46,808 | -0.30% | |
| Tcp Asset Management, Llc | 1.41% | 216,985 | $10,983,781 | $10,951,233 | -$32,548 | -0.30% | |
| First Trust Advisors Lp | 0.01% | 202,365 | $10,243,713 | $10,213,362 | -$30,351 | -0.30% | |
| Assetmark, Inc | 0.02% | 187,574 | $9,494,996 | $9,466,860 | -$28,136 | -0.30% | |
| Morgan Stanley | 0.00% | 177,412 | $8,980,652 | $8,953,984 | -$26,668 | -0.30% | |
| Benjamin Edwards Inc | 0.06% | 122,550 | $6,205,089 | $6,185,099 | -$19,991 | -0.32% | |
| Gateway Wealth Partners, Llc | 0.17% | 84,933 | $4,299,288 | $4,286,569 | -$12,719 | -0.30% | |
| Rfg Advisory, Llc | 0.07% | 78,413 | $3,969,282 | $3,957,504 | -$11,778 | -0.30% | |
| Center For Asset Management Llc | 1.89% | 75,198 | $3,806,500 | $3,795,243 | -$11,257 | -0.30% | |
| Raymond James Financial Inc | 0.00% | 74,527 | $3,772,557 | $3,761,378 | -$11,179 | -0.30% | |
| Bank Of New York Mellon Corp | 0.00% | 64,681 | $3,274,164 | $3,264,450 | -$9,714 | -0.30% | |
| Ifp Advisors, Inc | 0.06% | 60,076 | $3,041,047 | $3,032,036 | -$9,011 | -0.30% | |
| Orion Porfolio Solutions, Llc | 0.02% | 54,889 | $2,778,489 | $2,770,248 | -$8,241 | -0.30% | |
| Creativeone Wealth, Llc | 0.04% | 37,397 | $1,893,027 | $1,887,427 | -$5,600 | -0.30% | |
| Osaic Holdings, Inc. | 0.00% | 36,790 | $1,862,362 | $1,856,791 | -$5,571 | -0.30% | |
| Ae Wealth Management Llc | 0.01% | 36,611 | $1,853,238 | $1,847,757 | -$5,481 | -0.30% | |
| Simplicity Wealth,Llc | 0.10% | 34,955 | $1,769,443 | $1,764,179 | -$5,264 | -0.30% | |
| Concurrent Investment Advisors, Llc | 0.02% | 34,025 | $1,722,358 | $1,717,242 | -$5,116 | -0.30% | |
| Beta Wealth Group, Inc. | 0.59% | 27,948 | $1,414,718 | $1,410,536 | -$4,182 | -0.30% | |
| Twelve Points Wealth Management Llc | 0.31% | 27,521 | $1,393,098 | $1,388,985 | -$4,113 | -0.30% | |
| Newedge Wealth, Llc | 0.01% | 23,031 | $1,165,824 | $1,162,375 | -$3,449 | -0.30% | |
| Geowealth Management, Llc | 0.04% | 21,378 | $1,082,144 | $1,078,948 | -$3,196 | -0.30% | |
| Fermata Advisors, Llc | 0.22% | 19,241 | $973,971 | $971,093 | -$2,878 | -0.30% | |
| Iams Wealth Management, Llc | 0.32% | 17,997 | $911,056 | $908,309 | -$2,747 | -0.30% | |
| Atria Investments, Inc | 0.01% | 15,790 | $799,306 | $796,921 | -$2,385 | -0.30% | |
| Jane Street Group, Llc | 0.00% | 15,146 | $766,691 | $764,419 | -$2,272 | -0.30% | |
| Hbw Advisory Services Llc | 0.08% | 14,746 | $746,443 | $744,231 | -$2,212 | -0.30% | |
| Snowden Capital Advisors Llc | 0.02% | 14,719 | $745,076 | $742,868 | -$2,208 | -0.30% | |
| World Investment Advisors | 0.01% | 14,102 | $713,845 | $711,728 | -$2,117 | -0.30% | |
| Lasalle St. Investment Advisors, Llc | 0.10% | 13,624 | $689,684 | $687,603 | -$2,081 | -0.30% | |
| Commonwealth Equity Services, Llc | 0.00% | 13,464 | $681,530 | $679,528 | -$2,002 | -0.29% | |
| Pinnacle Family Advisors, Llc | 0.30% | 12,562 | $635,883 | $634,004 | -$1,879 | -0.30% | |
| Fsb Premier Wealth Management, Inc. | 0.20% | 12,445 | $629,979 | $628,099 | -$1,880 | -0.30% | |
| Envestnet Portfolio Solutions, Inc. | 0.00% | 11,719 | $593,216 | $591,458 | -$1,758 | -0.30% | |
| Balboa Wealth Partners | 0.10% | 11,198 | $566,861 | $565,163 | -$1,698 | -0.30% | |
| Richmond Investment Services, Llc | 0.08% | 9,298 | $470,671 | $469,270 | -$1,401 | -0.30% | |
| Bluechip Wealth Advisors Llc | 0.19% | 8,430 | $426,727 | $425,462 | -$1,265 | -0.30% | |
| Apollon Wealth Management, Llc | 0.01% | 8,028 | $406,377 | $405,173 | -$1,204 | -0.30% | |
| First Heartland Consultants, Inc. | 0.03% | 7,702 | $389,875 | $388,720 | -$1,155 | -0.30% | |
| Novem Group | 0.04% | 7,622 | $385,825 | $384,682 | -$1,143 | -0.30% | |
| Harbour Investments, Inc. | 0.01% | 7,453 | $377,280 | $376,153 | -$1,127 | -0.30% | |
| Susquehanna International Group, Llp | 0.00% | 7,238 | $366,388 | $365,302 | -$1,086 | -0.30% | |
| Private Client Services, Llc | 0.09% | 6,078 | $307,668 | $306,757 | -$911 | -0.30% | |
| Asset Allocation Strategies Llc | 0.05% | 5,803 | $293,724 | $292,877 | -$847 | -0.29% | |
| Signal Advisors Wealth, Llc | 0.02% | 5,468 | $276,777 | $275,970 | -$807 | -0.29% | |
| Trajan Wealth Llc | 0.01% | 5,435 | $275,120 | $274,304 | -$816 | -0.30% | |
| Oneascent Financial Services Llc | 0.01% | 5,160 | $261,199 | $260,425 | -$774 | -0.30% |
Frequently asked questions about FMF
Who owns the most FMF stock?
The largest holders of FMF are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST MANAGED FUTURES (FMF).
Is FMF widely held by superinvestors?
Many widely followed stocks like FMF appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FMF is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.