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Disclosery

FMF FIRST TR EXCHANGE-TRADED FD

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MNGD FUTRS STRGY (fund)

73 managers (74 13F filers) reported a position in FMF shares at 2025-03-31, 2,794,998 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
73
13F filers
74
New
9
Added
34
Reduced
26
Sold out
12
Shares held by filers
2,794,998

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding446,363$20.6M-10,306Timeline
LPL Financial LLC328,203$15.1M0.01%+23,17813F-HRTimeline
ALM First Financial Advisors, LLC261,004$12M2.75%+20,51913F-HRTimeline
TCP Asset Management, LLC176,644$8.15M1.82%+4,39213F-HRTimeline
Coppell Advisory Solutions LLC139,405$6.34M0.89%+102,28013F-HRTimeline
Cetera Investment Advisers137,269$6.33M0.01%+16,12513F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC101,093$4.66M0.01%+24,88613F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP99,094$4.57M<0.01%+36,78613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC79,514$3.67M<0.01%+24,81413F-HRTimelineGroup
Cambridge Investment Research Advisors,…66,698$3.08M0.01%+3,19613F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.65,496$3.02M0.02%+1,99313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp60,388$2.79M<0.01%-3,17013F-HRTimelineGroup
Orion Porfolio Solutions, LLC50,825$2.34M0.02%-66613F-HRTimeline
Orion Portfolio Solutions, LLC50,825$2.34M0.02%-66613F-HR/ATimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.50,471$2.33M0.01%+38,04813F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC47,163$2.18M0.03%+17,38013F-HRTimelineGroup
IFP Advisors, Inc45,762$2.11M0.07%+44713F-HRTimeline
HARBOUR INVESTMENTS, INC.41,792$1.93M0.06%+2,62513F-HRTimeline
Gateway Wealth Partners, LLC33,405$1.54M0.35%+6,57013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,246$1.49M0.04%+4,00113F-HRTimelineGroup
AE Wealth Management LLC26,750$1.23M0.01%-17,15413F-HRTimeline
Simplicity Wealth,LLC24,542$1.13M0.09%new13F-HRTimeline
Janney Montgomery Scott LLC24,309$1.12M<0.01%+4,79013F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC23,767$1.1M0.5%+86113F-HRTimeline
NewEdge Wealth, LLC21,489$991K0.02%-2513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC21,380$986K<0.01%-1,70513F-HRTimeline
Atria Wealth Solutions, Inc.20,016$923K0.01%-1,14113F-HRTimeline
World Investment Advisors18,529$855K0.02%+8,69313F-HRTimeline
Holistic Financial Partners18,293$844K0.41%-4,04013F-HRTimeline
GeoWealth Management, LLC18,205$840K0.03%+38313F-HRTimeline
PFG Advisors17,606$812K0.05%-5,53313F-HRTimeline
Fermata Advisors, LLC13,679$631K0.11%+34213F-HRTimeline
Atria Investments, Inc13,576$626K0.01%-55213F-HRTimeline
Snowden Capital Advisors LLC13,359$616K0.02%-47813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,315$614K<0.01%+88613F-HR/ATimelineGroup
Professional Financial Advisors, LLC12,922$596K0.15%-1,04113F-HRTimeline
LaSalle St. Investment Advisors, LLC12,733$587K0.14%-11813F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding11,219$517K-2,669Timeline
Pinnacle Family Advisors, LLC11,034$509K0.28%+12813F-HRTimeline
Steward Partners Investment Advisory, L…10,562$487K<0.01%+31113F-HRTimeline
Petix & Botte Co10,550$487K0.13%013F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.9,934$458K0.18%+24013F-HRTimeline
RFG Advisory, LLC9,739$449K0.01%+18413F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,307$429K0.03%-21313F-HRTimelineGroup
Virtue Capital Management, LLC8,668$401K0.05%new13F-HRTimeline
Trajan Wealth LLC8,669$400K0.02%-1,69913F-HRTimeline
TFB Advisors LLC7,770$358K0.1%+2,58513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,296$336K0.01%+48613F-HRTimelineGroup
Sigma Planning Corp6,932$320K0.01%new13F-HRTimeline
BlueChip Wealth Advisors LLC6,409$296K0.15%+50113F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,078$280K0.14%+15313F-HRTimeline
Signal Advisors Wealth, LLC5,549$256K0.03%+71013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC5,392$249K0.07%new13F-HRTimelineGroup
Richmond Investment Services, LLC5,045$233K0.13%-16713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,487$207K0.01%new13F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC4,473$206K0.12%-16613F-HRTimeline
Synergy Investment Management, LLC4,089$189K0.08%+15513F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,900$180K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,498$119K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC1,992$90.5K0.04%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA1,635$75K<0.01%-29213F-HR/ATimelineGroup
Spire Wealth Managementin group Spire Wealth Management1,004$46.3K<0.01%-6413F-HRTimelineGroup
CoreCap Advisors, LLC700$32.3K<0.01%new13F-HRTimeline
Lord & Richards Wealth Management, LLC670$30.9K0.04%new13F-HRTimeline
Luminist Capital LLC387$17.9K0.02%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY280$13K<0.01%+26913F-HRTimelineGroup
Farther Finance Advisors, LLC235$10.9K<0.01%-1,06513F-HRTimeline
Quest 10 Wealth Builders, Inc.222$10.2K0.01%-1913F-HRTimeline
Sound Income Strategies, LLC77$3.55K<0.01%013F-HRTimeline
GAMMA Investing LLC32$1.48K<0.01%-6513F-HR/ATimeline
UBS Group AGin group UBS Group AG25$1.15K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC9$415<0.01%+613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-6,76313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.