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Get Institutions for : 
First Trust Morningstar Managed Futures Strategy Fund (FMF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    2
Total shares held : 
2,741,984  
% of shares held : 
30.47%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -6  
Amount of shares held : 
-317,226  
% of shares held change : 
  -3.52%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
9
 81,747
 2.98%
 
Increased Positions :
29
 103,713
 3.78%
 
Unchanged Positions :
6
 197,003
 7.18%
 
Decreased Positions :
33
-364,709
-13.3%
 
Closed Positions :
11
-137,977
-5.03%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 1130 - 2024-03-31 272,191 $13,766,000 35,889
   TCP Asset Management LLC 18 - 2024-03-31 153,678 $7,772,000 38,735
   Cetera Investment Advisers 1020 - 2024-03-31 91,696 $4,637,000 33,806
   H D Vest Advisory Services 448 - 2024-03-31 55,983 $2,831,000 289
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1480 - 2024-03-31 52,656 $2,663,000 3,193
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1124 - 2024-03-31 49,949 $2,526,000 4,786
   TAP Consulting LLC 82 - 2024-03-31 33,024 $1,670,000 46
   Holistic Financial Partners 21 - 2024-03-31 32,862 $1,662,000 1,792
   Envestnet Portfolio Solutions Inc. 693 - 2024-03-31 32,565 $1,647,000 4,932
   Atria Wealth Solutions Inc. 718 - 2024-03-31 30,516 $1,543,000 6,481
   Orion Portfolio Solutions LLC 792 - 2024-03-31 29,665 $1,500,000 3,239
   FIRST TRUST ADVISORS LP 1884 - 2024-03-31 27,063 $1,369,000 17,090
   Gateway Wealth Partners LLC 61 - 2024-03-31 25,430 $1,286,000 3,409
   Coppell Advisory Solutions Corp. 101 - 2024-03-31 24,306 $1,229,000 1,653
   GeoWealth Management LLC 257 - 2024-03-31 23,636 $1,195,000 8,682
   Financial Advocates Investment Management 278 - 2024-03-31 25,739 $1,190,000 6,459
   IAMS WEALTH MANAGEMENT LLC 45 - 2024-03-31 23,858 $1,180,000 2,183
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 689 - 2024-03-31 23,176 $1,172,000 6,856
   PARK AVENUE SECURITIES LLC 612 - 2024-03-31 21,685 $1,097,000 246
   Coppell Advisory Solutions LLC 106 - 2023-12-31 23,797 $1,097,000 5,421
   NewEdge Wealth LLC 425 - 2024-03-31 20,674 $1,005,000 27
   MULTIFINANCIAL SECURITIES CORP 1188 - 2024-03-31 18,581 $940,000 7,671
   Snowden Capital Advisors LLC 568 - 2024-03-31 15,340 $776,000 502
   Resources Investment Advisors Inc. 640 - 2024-03-31 12,752 $645,000 591
   FSB PREMIER WEALTH MANAGEMENT INC. 79 - 2024-03-31 11,804 $597,000 2,586
   Steward Partners Investment Advisory LLC 978 - 2024-03-31 11,749 $594,000 445
   NATIONAL ASSET MANAGEMENT, INC. 743 - 2024-03-31 11,302 $554,000 5,141
   Patriot Financial Group Insurance Agency LLC 260 - 2024-03-31 10,671 $540,000 2,273
   Pinnacle Family Advisors LLC 54 - 2024-03-31 10,090 $510,000 443
   Change Path LLC 597 - 2024-03-31 8,774 $444,000 3,406
   RFG Advisory Group LLC 535 - 2024-03-31 8,336 $422,000 291
   PROEQUITIES INC. 533 - 2024-03-31 6,419 $325,000 570
   Signal Advisors Wealth LLC 228 - 2024-03-31 6,094 $308,000 187
   MARIPAU WEALTH MANAGEMENT LLC 87 - 2024-03-31 6,094 $308,000 187
   DAVIDSON D A & CO 1268 - 2024-03-31 4,300 $217,000 4,300
   HARBOUR INVESTMENTS INC. 1027 - 2023-12-31 2,817 $130,000 193
   PRINCIPAL SECURITIES INC. 1496 - 2024-03-31 1,125 $57,000 129

  37 Records found
  1    
  Page 1 of 1
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