Who Owns FIRST TRUST MANAGED FUTURES STRATEGY FUND (FMF)? -- Institutional Holders (2026-03-31)
94 institutions reported holding $206.6M of FIRST TRUST MANAGED FUTURES STRATEGY FUND (FMF) in SEC 13F filings for 2026-03-31. Largest institutional holders: LPL Financial LLC ($29.6M), ENVESTNET ASSET MANAGEMENT INC ($23.9M), Cetera Investment Advisers ($18.1M), ALM First Financial Advisors, LLC ($15.8M), TCP Asset Management, LLC ($11.0M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | LPL Financial LLC | $29.6M | 585,199 | Added |
| 2 | ENVESTNET ASSET MANAGEMENT INC | $23.9M | 472,281 | Trimmed |
| 3 | Cetera Investment Advisers | $18.1M | 356,838 | Added |
| 4 | ALM First Financial Advisors, LLC | $15.8M | 312,052 | Added |
| 5 | TCP Asset Management, LLC | $11.0M | 216,985 | Added |
| 6 | Janney Montgomery Scott LLC | $10.5M | 208,142 | Added |
| 7 | FIRST TRUST ADVISORS LP | $10.2M | 202,365 | Added |
| 8 | ASSETMARK, INC | $9.5M | 187,574 | Added |
| 9 | MORGAN STANLEY | $9.0M | 177,412 | Added |
| 10 | BENJAMIN EDWARDS INC | $6.2M | 122,550 | Added |
| 11 | Cambridge Investment Research Advisors, Inc. | $5.6M | 111,290 | Added |
| 12 | Gateway Wealth Partners, LLC | $4.3M | 84,933 | Added |
| 13 | RFG Advisory, LLC | $4.0M | 78,413 | Added |
| 14 | Center For Asset Management LLC | $3.8M | 75,198 | Added |
| 15 | RAYMOND JAMES FINANCIAL INC | $3.8M | 74,527 | Trimmed |
| 16 | Bank of New York Mellon Corp | $3.3M | 64,681 | Trimmed |
| 17 | IFP Advisors, Inc | $3.0M | 60,076 | Added |
| 18 | Orion Porfolio Solutions, LLC | $2.8M | 54,889 | Added |
| 19 | CreativeOne Wealth, LLC | $1.9M | 37,397 | Added |
| 20 | OSAIC HOLDINGS, INC. | $1.9M | 36,790 | Trimmed |
| 21 | AE Wealth Management LLC | $1.9M | 36,611 | Added |
| 22 | Simplicity Wealth,LLC | $1.8M | 34,955 | Added |
| 23 | Concurrent Investment Advisors, LLC | $1.7M | 34,025 | Trimmed |
| 24 | Beta Wealth Group, Inc. | $1.4M | 27,948 | Trimmed |
| 25 | Twelve Points Wealth Management LLC | $1.4M | 27,521 | Added |
Source: SEC Form 13F filings · as of 2026-03-31