First Trust Managed Futures Strategy Fund Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 02/11/2026 | 497.11 K | $23.39 M | 23.95% | 10.87% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 474.57 K | $22.33 M | 6.53% | 10.23% |
| CETERA INVESTMENT ADVISERS | 02/17/2026 | 330.60 K | $15.55 M | 79.88% | 7.13% |
| ALM FIRST FINANCIAL ADVISORS, LLC | 01/15/2026 | 261.00 K | $12.28 M | 0.00% | 6.17% |
| TCP ASSET MANAGEMENT, LLC | 01/07/2026 | 214.57 K | $10.10 M | 11.16% | 5.07% |
| COPPELL ADVISORY SOLUTIONS LLC | 02/17/2026 | 217.93 K | $10.26 M | 5.66% | 4.70% |
| ASSETMARK, INC | 01/23/2026 | 182.29 K | $8.58 M | 93.37% | 4.31% |
| JANNEY MONTGOMERY SCOTT LLC | 02/11/2026 | 172.38 K | $8.11 M | 22.80% | 3.77% |
| FIRST TRUST ADVISORS LP | 02/13/2026 | 155.52 K | $7.32 M | 34.19% | 3.35% |
| BENJAMIN EDWARDS INC | 02/02/2026 | 116.90 K | $5.50 M | 39.30% | 2.76% |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 02/05/2026 | 105.82 K | $4.98 M | 3.75% | 2.50% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 87.64 K | $4.12 M | 3.68% | 1.92% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 69.33 K | $3.26 M | 3.45% | 1.52% |
| CENTER FOR ASSET MANAGEMENT LLC | 01/21/2026 | 59.55 K | $2.80 M | 100.00% | 1.41% |
| RFG ADVISORY, LLC | 02/03/2026 | 50.26 K | $2.36 M | 17.62% | 1.19% |
| BRINKER CAPITAL INVESTMENTS, LLC | 02/12/2026 | 53.10 K | $2.50 M | 8.55% | 1.15% |
| IFP ADVISORS, INC | 02/06/2026 | 51.53 K | $2.42 M | 10.19% | 1.11% |
| MORGAN STANLEY | 02/13/2026 | 49.94 K | $2.35 M | 29,451.48% | 1.08% |
| ADVISOR GROUP HOLDINGS, INC. | 02/17/2026 | 41.83 K | $1.97 M | 4.78% | 0.90% |
| GATEWAY WEALTH PARTNERS, LLC | 02/11/2026 | 38.72 K | $1.82 M | 27.95% | 0.85% |
| CONCURRENT INVESTMENT ADVISORS, LLC | 01/29/2026 | 34.31 K | $1.61 M | 139.82% | 0.81% |
| CREATIVEONE WEALTH, LLC | 02/13/2026 | 35.88 K | $1.69 M | 10.18% | 0.77% |
| BETA WEALTH GROUP, INC. | 02/13/2026 | 32.11 K | $1.51 M | 5.65% | 0.69% |
| SIMPLICITY WEALTH,LLC | 01/30/2026 | 26.60 K | $1.25 M | 42.95% | 0.63% |
| PARK AVENUE SECURITIES LLC | 01/05/2026 | 24.66 K | $1.16 M | -0.57% | 0.58% |
| TWELVE POINTS WEALTH MANAGEMENT LLC | 01/23/2026 | 24.14 K | $1.16 M | 12.36% | 0.57% |
| NEWEDGE WEALTH, LLC | 02/03/2026 | 23.01 K | $1.08 M | -1.19% | 0.54% |
| IAMS WEALTH MANAGEMENT, LLC | 01/26/2026 | 19.57 K | $920.55 K | -5.27% | 0.46% |
| GEOWEALTH MANAGEMENT, LLC | 02/17/2026 | 21.37 K | $1.01 M | 11.89% | 0.46% |
| FERMATA ADVISORS, LLC | 01/08/2026 | 18.65 K | $877.41 K | 19.80% | 0.44% |
| AE WEALTH MANAGEMENT LLC | 01/26/2026 | 19.71 K | $927.40 K | 1.48% | 0.43% |
| ATRIA INVESTMENTS, INC | 02/05/2026 | 16.15 K | $759.89 K | 8.06% | 0.38% |
| COMMONWEALTH EQUITY SERVICES, LLC | 02/12/2026 | 16.55 K | $778.73 K | -4.79% | 0.36% |
| PENSIONMARK FINANCIAL GROUP, LLC | 02/04/2026 | 14.12 K | $486.36 K | 44.56% | 0.33% |
| HBW ADVISORY SERVICES LLC | 01/23/2026 | 14.00 K | $658.70 K | 212.29% | 0.33% |
| SNOWDEN CAPITAL ADVISORS LLC | 02/17/2026 | 14.18 K | $666.93 K | -2.32% | 0.31% |
| LASALLE ST. INVESTMENT ADVISORS, LLC | 02/17/2026 | 13.70 K | $644.00 K | 0.27% | 0.30% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 02/03/2026 | 11.92 K | $560.98 K | -1.98% | 0.28% |
| TRIAD WEALTH PARTNERS, LLC | 01/22/2026 | 11.63 K | $547.14 K | 100.00% | 0.27% |
| ENVESTNET PORTFOLIO SOLUTIONS, INC. | 02/06/2026 | 11.35 K | $533.83 K | 5.26% | 0.27% |
| PINNACLE FAMILY ADVISORS, LLC | 02/17/2026 | 12.04 K | $566.29 K | -0.32% | 0.26% |
| BALBOA WEALTH PARTNERS | 01/16/2026 | 10.79 K | $507.60 K | 2.26% | 0.26% |
| KESTRA ADVISORY SERVICES, LLC | 02/13/2026 | 11.75 K | $552.94 K | 17.64% | 0.25% |
| PROFESSIONAL FINANCIAL ADVISORS, LLC | 01/15/2026 | 10.30 K | $484.43 K | -2.91% | 0.24% |
| RICHMOND INVESTMENT SERVICES, LLC | 02/12/2026 | 10.02 K | $471.31 K | 0.61% | 0.22% |
| HILLTOP HOLDINGS INC. | 02/17/2026 | 9.96 K | $468.68 K | 1.09% | 0.21% |
| TRUIST FINANCIAL CORP | 02/02/2026 | 8.55 K | $402.04 K | 100.00% | 0.20% |
| TFB ADVISORS LLC | 02/13/2026 | 8.99 K | $423.17 K | 6.20% | 0.20% |
| BLUECHIP WEALTH ADVISORS LLC | 02/05/2026 | 8.16 K | $383.98 K | 0.00% | 0.19% |
| APOLLON WEALTH MANAGEMENT, LLC | 01/22/2026 | 8.12 K | $382.19 K | -0.16% | 0.19% |
Explore Related Stocks for Market Trends
Explore our related stocks for the latest market trends and stock news to stay informed and make better decisions.
First Trust Managed Futures Strategy Fund institutional Ownership - FAQ's
During the previous two years, 112 institutional investors and hedge funds held shares of First Trust Managed Futures Strategy Fund. The most heavily invested institutionals were:
LPL Financial LLC: 497,109
ENVESTNET ASSET MANAGEMENT INC: 474,568
Cetera Investment Advisers: 330,595
ALM First Financial Advisors, LLC: 261,004
Coppell Advisory Solutions LLC: 217,933
TCP Asset Management, LLC: 214,569
90.94% of First Trust Managed Futures Strategy Fund stock is owned by institutional investors.
Institutional investors have bought a total of 4.19 M shares in the last 24 months. This purchase volume represents approximately $210.41 M in transactions.