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Disclosery

FMF FIRST TR EXCHANGE-TRADED FD

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MNGD FUTRS STRGY (fund)

83 managers (83 13F filers) reported a position in FMF shares at 2026-06-30, 4,045,891 shares in all. 15 filers opened a position and 14 filers sold out during the quarter.

Managers
83
13F filers
83
New
15
Added
25
Reduced
31
Sold out
14
Shares held by filers
4,045,891

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,098,446$55.1M0.03%+896,08113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY334,001$16.7M<0.01%+156,58913F-HRTimelineGroup
Cetera Investment Advisers279,690$14M0.01%-77,14813F-HRTimeline
LPL Financial LLC231,259$11.6M<0.01%-353,94013F-HRTimeline
TCP Asset Management, LLC225,531$11.3M1.28%+8,54613F-HRTimeline
Janney Montgomery Scott LLC218,091$10.9M0.02%+9,94913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC216,988$10.9M0.02%+29,41413F-HRTimelineGroup
Cambridge Investment Research Advisors,…119,088$5.97M0.01%+7,79813F-HR/ATimeline
RFG Advisory, LLC111,309$5.58M0.09%+32,89613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding86,484$4.33M-397,516Timeline
Center For Asset Management LLC76,954$3.86M1.71%+1,75613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,639$3.74M<0.01%+11213F-HRTimelineGroup
IFP Advisors, Inc62,877$3.15M0.06%+2,80113F-HRTimeline
Simplicity Wealth,LLC51,811$2.6M0.09%+16,85613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,109$2.41M<0.01%+11,31913F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC38,071$1.91M<0.01%+22,92513F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC34,681$1.74M0.04%-2,71613F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…33,713$1.69M0.01%-31213F-HRTimelineGroup
Twelve Points Wealth Management LLC32,986$1.65M0.33%+5,46513F-HRTimeline
AE Wealth Management LLC30,379$1.52M0.01%-6,23213F-HRTimeline
Beacon Capital Management, Inc.30,031$1.51M0.09%new13F-HRTimeline
Beta Wealth Group, Inc.26,142$1.31M0.49%-1,80613F-HRTimeline
NewEdge Wealth, LLC22,690$1.14M0.01%-34113F-HRTimeline
Fermata Advisors, LLC20,101$1.01M0.2%+86013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC17,819$893K0.27%-17813F-HRTimeline
HBW ADVISORY SERVICES LLC15,072$755K0.07%+32613F-HRTimeline
GeoWealth Management, LLC14,843$744K0.02%-6,53513F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…14,678$736K0.01%new13F-HRTimelineGroup
Snowden Capital Advisors LLC14,155$709K0.02%-56413F-HRTimeline
LaSalle St. Investment Advisors, LLC13,576$680K0.08%-4813F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,259$614K0.17%-18613F-HRTimeline
Pinnacle Family Advisors, LLC12,162$610K0.26%-40013F-HRTimeline
Balboa Wealth Partners11,364$570K0.08%+16613F-HRTimeline
Integrated Wealth Concepts LLC10,672$535K<0.01%new13F-HRTimeline
World Investment Advisors10,179$515K0.01%-3,92313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,913$497K<0.01%-3,55113F-HRTimeline
Kingsview Wealth Management, LLC9,862$494K0.01%new13F-HRTimeline
Gateway Wealth Partners, LLC8,923$447K0.03%-76,01013F-HRTimeline
BlueChip Wealth Advisors LLC8,430$423K0.16%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,280$415K0.01%+25213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,007$401K<0.01%+76913F-HRTimelineGroup
First Heartland Consultants, Inc.7,874$395K0.03%+17213F-HRTimeline
NOVEM GROUP7,653$384K0.04%+3113F-HRTimeline
Asset Allocation Strategies LLC6,891$345K0.05%+1,08813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC6,414$321K<0.01%-116,13613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,658$284K<0.01%new13F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC5,617$282K0.07%-46113F-HRTimeline
Trajan Wealth LLC5,188$260K0.01%-24713F-HRTimeline
Private Advisor Group, LLC5,065$254K<0.01%new13F-HRTimeline
Global Retirement Partners, LLC4,790$240K<0.01%13F-HRTimeline
Signal Advisors Wealth, LLC4,728$237K0.01%-74013F-HRTimeline
Rossby Financial, LCC4,434$222K0.04%-4213F-HRTimeline
Holistic Financial Partners4,421$222K0.14%-5813F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,359$218K0.08%-41113F-HRTimeline
Triad Wealth Partners, LLC4,298$214K0.01%-35813F-HRTimeline
Richmond Investment Services, LLC4,206$211K0.07%-5,09213F-HRTimeline
Steward Partners Investment Advisory, L…4,178$209K<0.01%-38813F-HRTimeline
PFG Advisors4,135$207K0.01%+6113F-HRTimeline
D.A. DAVIDSON & CO.4,000$200K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,300$165K0.01%013F-HRTimeline
Synergy Investment Management, LLC3,192$160K0.04%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,389$120K0.32%013F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,190$110K<0.01%-27013F-HRTimelineGroup
CoreCap Advisors, LLC2,169$109K<0.01%+25313F-HRTimeline
HARBOUR INVESTMENTS, INC.1,562$78.3K<0.01%-5,89113F-HRTimeline
UBS Group AGin group UBS Group AG1,446$72.5K<0.01%new13F-HRTimelineGroup
Parallel Advisors, LLC955$47.9K<0.01%-9613F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS840$42.1K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management518$26K<0.01%+2313F-HRTimelineGroup
Luminist Capital LLC341$17.1K0.02%new13F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC249$12.5K0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC216$10.8K0.01%013F-HRTimeline
IFG Advisory, LLC205$10.3K<0.01%new13F-HRTimeline
Farther Finance Advisors, LLC203$10.2K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…103$5.16K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.63$3.16K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.54$2.71K<0.01%new13F-HRTimeline
Blue Trust, Inc.21$1.06K<0.01%new13F-HRTimeline
Strive Financial Group ,LLC17$852<0.01%013F-HR/ATimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13$695<0.01%new13F-HRTimelineGroup
Lloyd Advisory Services, LLC.5$263<0.01%new13F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.0$00%-85013F-HRTimelineGroupValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
Coppell Advisory Solutions LLC227,666$12.7Knew13F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.