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Disclosery

FMF FIRST TR EXCHANGE-TRADED FD

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MNGD FUTRS STRGY (fund)

81 managers (82 13F filers) reported a position in FMF shares at 2025-12-31, 3,847,805 shares in all. 10 filers opened a position and 7 filers sold out during the quarter.

Managers
81
13F filers
82
New
10
Added
43
Reduced
19
Sold out
7
Shares held by filers
3,847,805

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
LPL Financial LLC497,109$23.4M0.01%+96,04713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding485,914$22.9M+29,640Timeline
Cetera Investment Advisers330,595$15.6M0.02%+146,81113F-HRTimeline
ALM First Financial Advisors, LLC261,004$12.3M2.43%013F-HRTimeline
Coppell Advisory Solutions LLC217,933$10.3M1.01%+11,67513F-HRTimeline
TCP Asset Management, LLC214,569$10.1M1.7%+21,54613F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC182,294$8.58M0.02%+88,02013F-HRTimelineGroup
Janney Montgomery Scott LLC172,376$8.11M0.02%+32,00613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP155,523$7.32M0.01%+39,62213F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC116,904$5.5M0.06%+32,98013F-HRTimelineGroup
Cambridge Investment Research Advisors,…105,822$4.98M0.01%+3,82113F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC87,635$4.12M<0.01%+3,11213F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp69,328$3.26M<0.01%+2,31313F-HRTimelineGroup
Center For Asset Management LLC59,552$2.8M1.47%new13F-HRTimeline
Orion Porfolio Solutions, LLC53,102$2.5M0.02%+4,18313F-HRTimeline
IFP Advisors, Inc51,529$2.42M0.05%+4,76713F-HRTimeline
RFG Advisory, LLC50,256$2.36M0.04%+7,52813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY49,942$2.35M<0.01%+49,77313F-HR/ATimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.41,832$1.97M<0.01%+1,90913F-HRTimelineGroup
Gateway Wealth Partners, LLC38,720$1.82M0.2%+8,45813F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC35,883$1.69M0.04%+3,31413F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…34,306$1.61M0.02%+20,00113F-HRTimelineGroup
Beta Wealth Group, Inc.32,107$1.51M0.61%+1,71713F-HRTimeline
Simplicity Wealth,LLC26,595$1.25M0.07%+7,99113F-HRTimeline
Twelve Points Wealth Management LLC24,142$1.16M0.26%+2,65613F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC24,661$1.16M0.01%-14113F-HRTimelineGroup
NewEdge Wealth, LLC23,012$1.08M0.01%-27713F-HRTimeline
GeoWealth Management, LLC21,368$1.01M0.04%+2,27013F-HRTimeline
AE Wealth Management LLC19,711$927K0.01%+28813F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC19,565$921K0.33%-1,08813F-HRTimeline
Fermata Advisors, LLC18,648$877K0.21%+3,08213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC16,551$779K<0.01%-83313F-HRTimeline
Atria Investments, Inc16,151$760K0.01%+1,20413F-HRTimeline
Snowden Capital Advisors LLC14,175$667K0.02%-33713F-HRTimeline
World Investment Advisors14,118$664K0.01%+4,35213F-HR/ATimeline
HBW ADVISORY SERVICES LLC14,000$659K0.07%+9,51713F-HRTimeline
LaSalle St. Investment Advisors, LLC13,696$644K0.1%+3713F-HRTimeline
Pinnacle Family Advisors, LLC12,036$566K0.25%-3913F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.11,923$561K0.18%-24113F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC11,752$553K<0.01%+1,76213F-HRTimelineGroup
Triad Wealth Partners, LLC11,629$547K0.05%new13F-HRTimeline
Balboa Wealth Partners10,788$508K0.08%+23813F-HRTimeline
Professional Financial Advisors, LLC10,296$484K0.1%-30913F-HRTimeline
Richmond Investment Services, LLC10,017$471K0.08%+6113F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.9,962$469K0.03%+10713F-HRTimelineGroup
TFB Advisors LLC8,994$423K0.12%+52513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,545$402K<0.01%new13F-HRTimelineGroup
BlueChip Wealth Advisors LLC8,161$384K0.16%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,123$382K0.01%-1313F-HRTimelineGroup
First Heartland Consultants, Inc.7,566$356K0.03%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA7,538$355K<0.01%+5,11613F-HRTimelineGroup
MML INVESTORS SERVICES, LLC7,284$343K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.6,407$301K0.01%-14813F-HRTimeline
PRIVATE CLIENT SERVICES, LLC6,052$285K0.09%013F-HRTimeline
Signal Advisors Wealth, LLC5,960$280K0.02%+8813F-HRTimeline
Trajan Wealth LLC5,649$266K0.01%-18313F-HRTimeline
Asset Allocation Strategies LLC5,535$260K0.05%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC5,319$250K0.07%-6813F-HRTimelineGroup
MARIPAU WEALTH MANAGEMENT LLC5,059$238K0.11%+8813F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,046$237K0.02%+6713F-HRTimelineGroup
Global Retirement Partners, LLC4,948$233K<0.01%-9,70313F-HRTimeline
Steward Partners Investment Advisory, L…4,774$225K<0.01%-3,06513F-HRTimeline
PFG Advisors4,661$219K0.01%-3,11713F-HRTimeline
Holistic Financial Partners4,462$210K0.08%-94313F-HRTimeline
Omnitrust Wealth Management, Inc4,371$206K0.26%13F-HRTimeline
Synergy Investment Management, LLC4,315$203K0.07%+14213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,918$184K0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,900$183K0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC3,887$183K0.05%new13F-HRTimeline
Rossby Financial, LCC3,791$178K0.06%-29813F-HRTimeline
CoreCap Advisors, LLC1,303$61.3K<0.01%+17013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.614$28.9K<0.01%+14513F-HRTimelineGroup
Sound Income Strategies, LLC533$25.9K<0.01%new13F-HRTimeline
Signature Equity Partners, LLC480$22.6K0.01%13F-HRTimeline
Luminist Capital LLC387$18.2K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management277$13K<0.01%-72713F-HRTimelineGroup
MCGUIRE CAPITAL ADVISORS INC249$11.7K0.01%13F-HRTimeline
Quest 10 Wealth Builders, Inc.247$11.6K0.01%013F-HRTimeline
Farther Finance Advisors, LLC235$11.1K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.160$7.53K<0.01%-16013F-HRTimeline
Lloyd Advisory Services, LLC.24$1.13K<0.01%new13F-HRTimeline