Institutional Ownership First Tr Exc Viii First Multi (MMLG)
This table provides information about the institutional ownership of First Tr Exc Viii First Multi (MMLG). We have compiled data on the 38 institutions that hold shares in the stock, with a total of 1.58 Million shares, which have been reported (via 13F filing form) to have a value of $46.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
616,711
shares
|
$18.2 Million
0.01% of portfolio
|
Q2 2024
Added 4.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
110,272
shares
|
$3.25 Million
0.01% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
108,941
shares
|
$3.21 Million
0.34% of portfolio
|
Q3 2024
Reduced 43.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
89,561
shares
|
$2.64 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
72,563
shares
|
$2.14 Million
0.2% of portfolio
|
Q3 2023
Reduced 2.56%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
57,764
shares
|
$1.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
53,832
shares
|
$1.59 Million
0.05% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
50,804
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2024
Added 95.01%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
49,120
shares
|
$1.45 Million
0.1% of portfolio
|
Q2 2024
Reduced 21.06%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,419
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
41,956
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2024
Added 95.63%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
32,490
shares
|
$957,480
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
29,708
shares
|
$875,494
0.0% of portfolio
|
Q2 2024
Added 21.08%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
24,710
shares
|
$728,203
0.04% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
23,882
shares
|
$703,802
0.0% of portfolio
|
Q1 2024
Reduced 71.66%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
22,664
shares
|
$667,908
0.01% of portfolio
|
Q2 2024
Reduced 33.58%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
21,268
shares
|
$626,767
0.0% of portfolio
|
Q2 2024
Reduced 10.93%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
19,263
shares
|
$567,680
0.15% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
17,939
shares
|
$528,662
0.01% of portfolio
|
Q2 2024
Added 32.16%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
17,508
shares
|
$515,960
0.0% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
11,641
shares
|
$343,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,240
shares
|
$331,242
0.0% of portfolio
|
Q3 2023
Reduced 4.54%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
10,899
shares
|
$321,193
0.03% of portfolio
|
Q2 2024
Reduced 15.39%
|
|
|
Centric Wealth Management
|
Aug 13, 2024 Q2 2024 |
10,615
shares
|
$312,824
0.09% of portfolio
|
Q2 2024
Added 4.96%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
9,047
shares
|
$266,615
0.07% of portfolio
|
Q3 2024
New holding
|