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 37 institutions that hold shares in the stock, with a total of 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $43.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
4,358
shares
|
$132,701
0.01% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
2,646
shares
|
$80,570
0.0% of portfolio
|
Q3 2024
Reduced 88.92%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,000
shares
|
$60,900
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
982
shares
|
$29,901
0.0% of portfolio
|
Q3 2024
Reduced 74.87%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
570
shares
|
$17,356
0.0% of portfolio
|
Q3 2022
Added 4.59%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
430
shares
|
$13,093
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
341
shares
|
$10,383
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
313
shares
|
$9,530
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
247
shares
|
$7,521
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
69
shares
|
$2,101
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
31
shares
|
$943
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|