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Disclosery

FMF FIRST TR EXCHANGE-TRADED FD

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MNGD FUTRS STRGY (fund)

82 managers (83 13F filers) reported a position in FMF shares at 2026-03-31, 4,085,402 shares in all. 12 filers opened a position and 11 filers sold out during the quarter.

Managers
82
13F filers
83
New
12
Added
42
Reduced
26
Sold out
11
Shares held by filers
4,085,402

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
LPL Financial LLC585,199$29.6M0.01%+88,09013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding484,000$24.5M-1,914Timeline
Cetera Investment Advisers356,838$18.1M0.02%+26,24313F-HRTimeline
ALM First Financial Advisors, LLC312,052$15.8M2.83%+51,04813F-HRTimeline
TCP Asset Management, LLC216,985$11M1.41%+2,41613F-HRTimeline
Janney Montgomery Scott LLC208,142$10.5M0.03%+35,76613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP202,365$10.2M0.01%+46,84213F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC187,574$9.49M0.02%+5,28013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY177,412$8.98M<0.01%+127,47013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC122,550$6.21M0.06%+5,64613F-HRTimelineGroup
Cambridge Investment Research Advisors,…111,290$5.63M0.01%+5,46813F-HRTimeline
Gateway Wealth Partners, LLC84,933$4.3M0.17%+46,21313F-HRTimeline
RFG Advisory, LLC78,413$3.97M0.07%+28,15713F-HRTimeline
Center For Asset Management LLC75,198$3.81M1.89%+15,64613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,527$3.77M<0.01%-13,10813F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp64,681$3.27M<0.01%-4,64713F-HRTimelineGroup
IFP Advisors, Inc60,076$3.04M0.06%+8,54713F-HRTimeline
Orion Porfolio Solutions, LLC54,889$2.78M0.02%+1,78713F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC37,397$1.89M0.04%+1,51413F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.36,790$1.86M<0.01%-5,04213F-HRTimelineGroup
AE Wealth Management LLC36,611$1.85M0.01%+16,90013F-HRTimeline
Simplicity Wealth,LLC34,955$1.77M0.1%+8,36013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…34,025$1.72M0.02%-28113F-HRTimelineGroup
Beta Wealth Group, Inc.27,948$1.41M0.59%-4,15913F-HRTimeline
Twelve Points Wealth Management LLC27,521$1.39M0.31%+3,37913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC25,265$1.28M0.01%+60413F-HRTimelineGroup
NewEdge Wealth, LLC23,031$1.17M0.01%+1913F-HRTimeline
GeoWealth Management, LLC21,378$1.08M0.04%+1013F-HRTimeline
Fermata Advisors, LLC19,241$974K0.22%+59313F-HRTimeline
IAMS WEALTH MANAGEMENT, LLC17,997$911K0.32%-1,56813F-HRTimeline
Atria Investments, Inc15,790$799K0.01%-36113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC15,146$767K<0.01%new13F-HRTimelineGroup
HBW ADVISORY SERVICES LLC14,746$746K0.08%+74613F-HRTimeline
Snowden Capital Advisors LLC14,719$745K0.02%+54413F-HRTimeline
World Investment Advisors14,102$714K0.01%-1613F-HRTimeline
LaSalle St. Investment Advisors, LLC13,624$690K0.1%-7213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC13,464$682K<0.01%-3,08713F-HRTimeline
Pinnacle Family Advisors, LLC12,562$636K0.3%+52613F-HRTimeline
FSB PREMIER WEALTH MANAGEMENT, INC.12,445$630K0.2%+52213F-HRTimeline
Balboa Wealth Partners11,198$567K0.1%+41013F-HRTimeline
Richmond Investment Services, LLC9,298$471K0.08%-71913F-HRTimeline
BlueChip Wealth Advisors LLC8,430$427K0.19%+26913F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC8,028$406K0.01%-9513F-HRTimelineGroup
First Heartland Consultants, Inc.7,702$390K0.03%+13613F-HRTimeline
NOVEM GROUP7,622$386K0.04%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.7,453$377K0.01%+1,04613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,238$366K<0.01%new13F-HRTimelineGroup
PRIVATE CLIENT SERVICES, LLC6,078$308K0.09%+2613F-HRTimeline
Asset Allocation Strategies LLC5,803$294K0.05%+26813F-HRTimeline
Signal Advisors Wealth, LLC5,468$277K0.02%-49213F-HRTimeline
Trajan Wealth LLC5,435$275K0.01%-21413F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …5,160$261K0.01%+11413F-HRTimelineGroup
Pacific Excel Wealth Advisors, Inc.4,876$247K0.26%new13F-HRTimeline
MARIPAU WEALTH MANAGEMENT LLC4,770$241K0.11%-28913F-HR/ATimeline
MML INVESTORS SERVICES, LLC4,749$240K<0.01%-2,53513F-HRTimeline
Triad Wealth Partners, LLC4,656$236K0.02%-6,97313F-HRTimeline
Steward Partners Investment Advisory, L…4,566$231K<0.01%-20813F-HRTimeline
Rossby Financial, LCC4,476$227K0.05%+68513F-HRTimeline
Holistic Financial Partners4,479$227K0.08%+1713F-HRTimeline
PFG Advisors4,074$206K0.01%-58713F-HRTimeline
TUCKER ASSET MANAGEMENT LLC4,046$205K0.06%+15913F-HRTimeline
D.A. DAVIDSON & CO.4,000$202K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,300$167K0.01%-60013F-HRTimeline
Synergy Investment Management, LLC3,192$162K0.05%-1,12313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,460$124K<0.01%-5,07813F-HRTimelineGroup
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…2,389$121K0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC1,916$97K<0.01%+61313F-HRTimeline
Advisory Services Network, LLC1,325$67.1K<0.01%new13F-HRTimeline
Parallel Advisors, LLC1,051$53.2K<0.01%new13F-HR/ATimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.850$43K<0.01%+23613F-HRTimelineGroup
My Portfolio Guide, LLC740$37.5K0.02%13F-HRTimeline
Sound Income Strategies, LLC533$27.1K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management495$25.1K<0.01%+21813F-HRTimelineGroup
Signature Equity Partners, LLC488$24.7K0.01%+813F-HRTimeline
MCGUIRE CAPITAL ADVISORS INC249$12.6K0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.219$11.1K0.01%-2813F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC216$10.9K0.01%new13F-HRTimeline
Farther Finance Advisors, LLC203$10.3K<0.01%-3213F-HRTimeline
CWM, LLCin group CWM, LLC107$5.42K<0.01%new13F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…103$5.23K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.63$3.19K<0.01%-9713F-HRTimeline
Strive Financial Group ,LLC17$1K<0.01%new13F-HRTimeline