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Disclosery

FMF FIRST TR EXCHANGE-TRADED FD

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MNGD FUTRS STRGY (fund)

75 managers (76 13F filers) reported a position in FMF shares at 2025-06-30, 2,975,365 shares in all. 9 filers opened a position and 7 filers sold out during the quarter.

Managers
75
13F filers
76
New
9
Added
32
Reduced
25
Sold out
7
Shares held by filers
2,975,365

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding435,104$19.7M-11,259Timeline
LPL Financial LLC343,667$15.5M0.01%+15,46413F-HRTimeline
ALM First Financial Advisors, LLC261,004$11.8M2.55%013F-HRTimeline
TCP Asset Management, LLC186,243$8.42M1.67%+9,59913F-HRTimeline
Coppell Advisory Solutions LLC183,998$8.24M0.98%+44,59313F-HR/ATimeline
Cetera Investment Advisers136,317$6.16M0.01%-95213F-HRTimeline
Janney Montgomery Scott LLC118,949$5.38M0.01%+94,64013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC105,626$4.78M0.01%+4,53313F-HRTimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP95,840$4.33M<0.01%-3,25413F-HRTimelineGroup
Cambridge Investment Research Advisors,…84,423$3.82M0.01%+17,72513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC79,131$3.58M<0.01%-38313F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC70,037$3.17M0.04%+22,87413F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp65,166$2.95M<0.01%+4,77813F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.62,143$2.81M0.02%-3,35313F-HRTimeline
Simplicity Wealth,LLC58,368$2.64M0.11%+33,82613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.48,640$2.2M<0.01%-1,83113F-HR/ATimelineGroup
Orion Porfolio Solutions, LLC48,431$2.19M0.02%-2,39413F-HR/ATimeline
IFP Advisors, Inc46,179$2.09M0.06%+41713F-HRTimeline
RFG Advisory, LLC41,892$1.89M0.04%+32,15313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC33,971$1.54M0.04%+1,72513F-HRTimelineGroup
Gateway Wealth Partners, LLC30,293$1.37M0.26%-3,11213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC28,134$1.27M<0.01%+14,81913F-HRTimelineGroup
NewEdge Wealth, LLC23,262$1.09M0.02%+1,77313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC23,824$1.08M0.01%new13F-HRTimelineGroup
IAMS WEALTH MANAGEMENT, LLC22,704$1.03M0.47%-1,06313F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC19,046$861K<0.01%-2,33413F-HRTimeline
GeoWealth Management, LLC18,105$819K0.03%-10013F-HRTimeline
AE Wealth Management LLC17,558$794K0.01%-9,19213F-HRTimeline
Atria Investments, Inc14,755$667K0.01%+1,17913F-HRTimeline
Fermata Advisors, LLC14,671$663K0.18%+99213F-HRTimeline
Global Retirement Partners, LLC13,555$613K0.02%13F-HRTimeline
LaSalle St. Investment Advisors, LLC13,288$600K0.16%+55513F-HRTimeline
Snowden Capital Advisors LLC12,871$582K0.02%-48813F-HRTimeline
PFG Advisors12,001$543K0.03%-5,60513F-HRTimeline
Professional Financial Advisors, LLC11,693$529K0.12%-1,22913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.11,427$517K0.18%+1,49313F-HRTimeline
Pinnacle Family Advisors, LLC11,387$515K0.25%+35313F-HRTimeline
Petix & Botte Co10,550$477K0.12%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC10,192$461K<0.01%-1,02713F-HRTimelineGroup
Richmond Investment Services, LLC10,098$457K0.1%+5,05313F-HRTimeline
Balboa Wealth Partners10,059$455K0.09%new13F-HRTimeline
Steward Partners Investment Advisory, L…9,713$439K<0.01%-84913F-HRTimeline
TFB Advisors LLC9,681$438K0.11%+1,91113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,578$433K0.03%+27113F-HRTimelineGroup
World Investment Advisors8,598$389K0.01%-9,93113F-HRTimeline
Sigma Planning Corp8,417$381K0.01%+1,48513F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC7,912$358K0.01%+61613F-HRTimelineGroup
Holistic Financial Partners7,695$348K0.15%-10,59813F-HRTimeline
HARBOUR INVESTMENTS, INC.7,617$344K0.01%-34,17513F-HRTimeline
Trajan Wealth LLC7,328$331K0.02%-1,34113F-HRTimeline
BlueChip Wealth Advisors LLC6,409$290K0.13%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,066$274K0.11%-1213F-HRTimeline
Traction Financial Partners, LLC5,544$251K0.17%new13F-HRTimeline
Signal Advisors Wealth, LLC5,460$247K0.02%-8913F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC5,264$238K0.06%-12813F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC4,936$223K0.11%+46313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,583$207K0.01%+9613F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,900$176K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,173$143K<0.01%+1,53813F-HR/ATimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,840$128K<0.01%+34213F-HRTimelineGroup
Rossby Financial, LCC1,992$90.1K0.03%013F-HRTimeline
CoreCap Advisors, LLC1,124$50.8K<0.01%+42413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,004$45.4K<0.01%013F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\543$24.5K<0.01%new13F-HRTimelineGroup
CWM, LLCin group CWM, LLC405$18K<0.01%new13F-HRTimelineGroup
Luminist Capital LLC387$17.5K0.02%013F-HRTimeline
Quest 10 Wealth Builders, Inc.247$11.2K0.01%+2513F-HRTimeline
Farther Finance Advisors, LLC235$10.6K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…62$2.8K<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN24$1.08K<0.01%new13F-HRTimelineGroup
Transce3nd, LLC16$723<0.01%+713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY10$473<0.01%-27013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
First Horizon Advisors, Inc.0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
MPWM ADVISORY SOLUTIONS, LLC0$00%new13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.