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 (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Morgan Stanley, First Trust Advisors Lp, Gateway Wealth Partners, Llc, Cetera Investment Advisers, and Ae Wealth Management Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Western Wealth Management, Llc | Buy | +150 | — | 150 | $7.59K | Q1 2026 | May 19, 2026 |
| Morgan Stanley | Buy | +127,470 | +255.2% | 177,412 | $8.98M | Q1 2026 | May 15, 2026 |
| Gateway Wealth Partners, Llc | Buy | +46,213 | +119.4% | 84,933 | $4.30M | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Buy | +7,238 | — | 7,238 | $366.39K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -5,078 | -67.4% | 2,460 | $124.00K | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -5,042 | -12.1% | 36,790 | $1.86M | Q1 2026 | May 15, 2026 |
| Creativeone Wealth, Llc | Buy | +1,514 | +4.2% | 37,397 | $1.89M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +1,325 | — | 1,325 | $67.07K | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, Llc | Sell | -1,123 | -26.0% | 3,192 | $161.55K | Q1 2026 | May 15, 2026 |
| Harbour Investments, Inc. | Buy | +1,046 | +16.3% | 7,453 | $377.28K | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors Llc | Buy | +544 | +3.8% | 14,719 | $745.08K | Q1 2026 | May 15, 2026 |
| Pinnacle Family Advisors, Llc | Buy | +526 | +4.4% | 12,562 | $635.88K | Q1 2026 | May 15, 2026 |
| Maripau Wealth Management Llc | Sell | -289 | -5.7% | 4,770 | $241.46K | Q1 2026 | May 15, 2026 |
| Ameriflex Group, Inc. | Sell | -97 | -60.6% | 63 | $3.19K | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,Llc | Buy | +17 | — | 17 | $1.00K | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Sell | -13,108 | -15.0% | 74,527 | $3.77M | Q1 2026 | May 14, 2026 |
| Trajan Wealth Llc | Sell | -214 | -3.8% | 5,435 | $275.12K | Q1 2026 | May 14, 2026 |
| Cwm, Llc | Buy | +107 | — | 107 | $5.42K | Q1 2026 | May 14, 2026 |
| First Trust Advisors Lp | Buy | +46,842 | +30.1% | 202,365 | $10.24M | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | Buy | +26,243 | +7.9% | 356,838 | $18.06M | Q1 2026 | May 13, 2026 |
| Ae Wealth Management Llc | Buy | +16,900 | +85.7% | 36,611 | $1.85M | Q1 2026 | May 13, 2026 |
| Pacific Excel Wealth Advisors, Inc. | Buy | +4,876 | — | 4,876 | $246.82K | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, Llc | Buy | +1,787 | +3.4% | 54,889 | $2.78M | Q1 2026 | May 13, 2026 |
| Fsb Premier Wealth Management, Inc. | Buy | +522 | +4.4% | 12,445 | $629.98K | Q1 2026 | May 13, 2026 |
| Newedge Wealth, Llc | Buy | +19 | +0.1% | 23,031 | $1.17M | Q1 2026 | May 13, 2026 |
| Geowealth Management, Llc | Buy | +10 | +0.0% | 21,378 | $1.08M | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, Llc | Buy | +8 | +1.7% | 488 | $24.71K | Q1 2026 | May 13, 2026 |
| Jane Street Group, Llc | Buy | +15,146 | — | 15,146 | $766.69K | Q1 2026 | May 12, 2026 |
| Benjamin Edwards Inc | Buy | +5,646 | +4.8% | 122,550 | $6.21M | Q1 2026 | May 12, 2026 |
| Rossby Financial, Lcc | Buy | +685 | +18.1% | 4,476 | $227.29K | Q1 2026 | May 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.