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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 2025-09-30, 3,165,260 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
75
13F filers
76
New
10
Added
39
Reduced
20
Sold out
7
Shares held by filers
3,165,260

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 holding456,274$22.2M+21,170Timeline
LPL Financial LLC401,062$19.5M0.01%+57,39513F-HRTimeline
ALM First Financial Advisors, LLC261,004$12.7M2.57%013F-HRTimeline
Coppell Advisory Solutions LLC206,258$10M1.06%+22,26013F-HRTimeline
TCP Asset Management, LLC193,023$9.4M1.68%+6,78013F-HRTimeline
Cetera Investment Advisers183,784$8.95M0.01%+47,46713F-HRTimeline
Janney Montgomery Scott LLC140,370$6.84M0.02%+21,42113F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP115,901$5.64M<0.01%+20,06113F-HRTimelineGroup
Cambridge Investment Research Advisors,…102,001$4.97M0.01%+17,57813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC94,274$4.59M0.01%-11,35213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC84,523$4.12M<0.01%+5,39213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC83,924$4.09M0.05%+13,88713F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp67,015$3.26M<0.01%+1,84913F-HRTimelineGroup
Orion Porfolio Solutions, LLC48,919$2.38M0.02%+48813F-HRTimeline
IFP Advisors, Inc46,762$2.28M0.06%+58313F-HR/ATimeline
RFG Advisory, LLC42,728$2.08M0.04%+83613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.39,923$1.94M<0.01%-8,71713F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,569$1.59M0.04%-1,40213F-HRTimelineGroup
Beta Wealth Group, Inc.30,390$1.48M0.58%new13F-HRTimeline
Gateway Wealth Partners, LLC30,262$1.47M0.2%-3113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC25,164$1.23M<0.01%-2,97013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,802$1.21M0.01%+97813F-HRTimelineGroup
NewEdge Wealth, LLC23,289$1.12M0.02%+2713F-HRTimeline
Twelve Points Wealth Management LLC21,486$1.05M0.26%new13F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC20,653$1.01M0.4%-2,05113F-HRTimeline
AE Wealth Management LLC19,423$946K0.01%+1,86513F-HRTimeline
GeoWealth Management, LLC19,098$930K0.03%+99313F-HRTimeline
Simplicity Wealth,LLC18,604$906K0.05%-39,76413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC17,384$847K<0.01%-1,66213F-HRTimeline
Fermata Advisors, LLC15,566$758K0.19%+89513F-HRTimeline
Atria Investments, Inc14,947$728K0.01%+19213F-HRTimeline
Global Retirement Partners, LLC14,651$713K0.02%+1,09613F-HRTimeline
Snowden Capital Advisors LLC14,512$707K0.02%+1,64113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…14,305$697K0.01%new13F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC13,659$665K0.12%+37113F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,164$592K0.19%+73713F-HRTimeline
Pinnacle Family Advisors, LLC12,075$588K0.26%+68813F-HRTimeline
Professional Financial Advisors, LLC10,605$516K0.11%-1,08813F-HRTimeline
Petix & Botte Co10,550$514K0.12%013F-HRTimeline
Balboa Wealth Partners10,550$514K0.09%+49113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC9,990$486K<0.01%-20213F-HRTimelineGroup
Richmond Investment Services, LLC9,956$485K0.09%-14213F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,855$480K0.03%+27713F-HRTimelineGroup
World Investment Advisors9,766$476K0.01%+1,16813F-HRTimeline
Sigma Planning Corp9,666$471K0.01%+1,24913F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,896$433K<0.01%new13F-HRTimelineGroup
TFB Advisors LLC8,469$418K0.12%-1,21213F-HRTimeline
BlueChip Wealth Advisors LLC8,161$397K0.17%+1,75213F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,136$396K0.01%+22413F-HRTimelineGroup
Steward Partners Investment Advisory, L…7,839$382K<0.01%-1,87413F-HRTimeline
PFG Advisors7,778$379K0.02%-4,22313F-HRTimeline
HARBOUR INVESTMENTS, INC.6,555$319K0.01%-1,06213F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,052$295K0.1%-1413F-HRTimeline
Signal Advisors Wealth, LLC5,872$286K0.03%+41213F-HRTimeline
Trajan Wealth LLC5,832$284K0.01%-1,49613F-HRTimeline
Holistic Financial Partners5,405$263K0.11%-2,29013F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC5,387$262K0.07%+12313F-HRTimelineGroup
OneAscent Financial Services LLCin group OneAscent Financial Services …4,979$242K0.03%+39613F-HR/ATimelineGroup
MARIPAU WEALTH MANAGEMENT LLC4,971$242K0.12%+3513F-HRTimeline
HBW ADVISORY SERVICES LLC4,483$218K0.02%new13F-HRTimeline
Synergy Investment Management, LLC4,173$203K0.08%new13F-HRTimeline
Rossby Financial, LCC4,089$199K0.07%+2,09713F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,900$190K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,863$139K<0.01%+2313F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,422$117K<0.01%-75113F-HRTimelineGroup
Advisory Services Network, LLC1,325$64.5K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1,133$55.2K<0.01%+913F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,004$48.9K<0.01%013F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.469$22.8K<0.01%new13F-HRTimelineGroup
Luminist Capital LLC387$18.9K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.320$15.6K0.01%new13F-HRTimeline
Quest 10 Wealth Builders, Inc.247$12K0.01%013F-HRTimeline
Farther Finance Advisors, LLC235$11.4K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY169$8.29K<0.01%+15913F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG23$1.12K<0.01%new13F-HRTimelineGroup