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 34 institutions that hold shares in the stock, with a total of 1.71 Million shares, which have been reported (via 13F filing form) to have a value of $48.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
590,956
shares
|
$16.7 Million
0.01% of portfolio
|
Q1 2024
Added 5.37%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Apr 12, 2024 Q1 2024 |
198,813
shares
|
$5.62 Million
0.64% of portfolio
|
Q1 2024
Added 0.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
173,738
shares
|
$4.91 Million
0.02% of portfolio
|
Q1 2024
Added 40.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
109,869
shares
|
$3.1 Million
0.01% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
92,089
shares
|
$2.6 Million
0.1% of portfolio
|
Q4 2023
Added 1.27%
|
|
|
Stone X Group Inc.
|
May 01, 2024 Q1 2024 |
72,563
shares
|
$2.05 Million
0.22% of portfolio
|
Q3 2023
Reduced 2.56%
|
|
|
Western Wealth Management, LLC
|
May 02, 2024 Q1 2024 |
62,225
shares
|
$1.76 Million
0.13% of portfolio
|
Q1 2024
Added 19.07%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Apr 16, 2024 Q1 2024 |
59,620
shares
|
$1.68 Million
0.21% of portfolio
|
Q1 2024
Added 0.2%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
58,350
shares
|
$1.65 Million
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
34,122
shares
|
$963,946
0.02% of portfolio
|
Q1 2024
Added 19.93%
|
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
33,621
shares
|
$949,793
0.07% of portfolio
|
Q1 2024
Reduced 1.94%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
26,052
shares
|
$735,969
0.0% of portfolio
|
Q1 2024
Reduced 37.55%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
24,535
shares
|
$693,113
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
23,877
shares
|
$674,525
0.01% of portfolio
|
Q1 2024
Reduced 16.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
21,447
shares
|
$605,877
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
17,596
shares
|
$497,087
0.0% of portfolio
|
Q1 2024
Reduced 2.65%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
May 14, 2024 Q1 2024 |
14,761
shares
|
$416,998
0.15% of portfolio
|
Q1 2024
Added 54.29%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
13,731
shares
|
$387,900
0.0% of portfolio
|
Q1 2024
Reduced 2.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2024 Q1 2024 |
13,574
shares
|
$383,465
0.01% of portfolio
|
Q1 2024
Added 20.34%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
May 15, 2024 Q1 2024 |
12,882
shares
|
$363,916
0.04% of portfolio
|
Q1 2024
Reduced 44.67%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,240
shares
|
$317,530
0.0% of portfolio
|
Q3 2023
Reduced 4.54%
|
|
|
Centric Wealth Management
|
May 01, 2024 Q1 2024 |
10,113
shares
|
$285,692
0.09% of portfolio
|
Q1 2024
Added 9.86%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
9,230
shares
|
$260,747
0.0% of portfolio
|
Q1 2024
Added 7.48%
|
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
6,822
shares
|
$192,721
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
6,769
shares
|
$191,224
0.0% of portfolio
|
Q1 2024
Added 263.14%
|
|