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 39 institutions that hold shares in the stock, with a total of 1.42 Million shares, which have been reported (via 13F filing form) to have a value of $44.7 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
|
$198,324
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
5,000
shares
|
$157,400
0.47% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
4,558
shares
|
$143,485
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
4,059
shares
|
$127,777
0.01% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,000
shares
|
$62,960
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,000
shares
|
$62,960
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
1,520
shares
|
$47,849
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
663
shares
|
$20,871
0.0% of portfolio
|
Q1 2025
Reduced 22.91%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
570
shares
|
$17,943
0.0% of portfolio
|
Q3 2022
Added 4.59%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
461
shares
|
$14,512
0.0% of portfolio
|
Q2 2024
Reduced 26.03%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
430
shares
|
$13,536
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
204
shares
|
$6,421
0.0% of portfolio
|
Q4 2024
Reduced 79.23%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
31
shares
|
$975
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|