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 |
---|---|---|---|---|---|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,300
shares
|
$177,975
0.08% of portfolio
|
Q3 2023
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
3,955
shares
|
$111,728
0.01% of portfolio
|
Q1 2024
Reduced 26.06%
|
|
Carmichael Hill & Associates, Inc.
|
Apr 24, 2024 Q1 2024 |
2,000
shares
|
$56,500
0.02% of portfolio
|
Q1 2024
New holding
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
570
shares
|
$16,102
0.0% of portfolio
|
Q3 2022
Added 4.59%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
313
shares
|
$8,842
0.01% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
247
shares
|
$6,977
0.0% of portfolio
|
Q4 2021
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
31
shares
|
$875
0.0% of portfolio
|
Q1 2024
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
7
shares
|
$197
0.0% of portfolio
|
Q2 2023
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|