Latest Institutional Transactions on First Tr Exc Viii First Multi (MMLG)
This table provides information on the latest institutional transactions involving First Tr Exc Viii First Multi (MMLG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2KNew |
$187K - $220K
|
10.2K
$310K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.81KNew |
$181K - $212K
|
9.81K
$299K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7New |
$129 - $151
|
7
$213
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
75+ 0.4% |
$1.38K - $1.62K
|
19K
$577K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-144- 1.31% |
$2.35K - $2.8K
|
10.9K
$331K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.23KNew |
$36.4K - $43.4K
|
2.23K
$67.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-27.9K- 67.19% |
$455K - $543K
|
13.6K
$415K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
1.42K+ 8.66% |
$23.2K - $27.6K
|
17.8K
$543K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
546New |
$8.63K - $9.76K
|
546
$16.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-999- 6.29% |
$16.3K - $20.5K
|
14.9K
$453K
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
35.7K+ 39.37% |
$581K - $731K
|
126K
$3.85M
|
|
|
Nov 09, 2022
Q3 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-996- 9.02% |
$16.2K - $20.4K
|
10K
$306K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
25+ 4.59% |
$407 - $512
|
570
$17.4K
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.54K- 7.45% |
$25.1K - $31.6K
|
19.1K
$583K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-11.5KClosed |
$185K - $271K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.36K+ 7.69% |
$54.3K - $79.5K
|
47K
$1.43M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.51KNew |
$40.5K - $59.3K
|
2.51K
$76.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
264KNew |
$4.26M - $6.24M
|
264K
$8.03M
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-9.8KClosed |
$158K - $232K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.5KNew |
$24.3K - $35.5K
|
1.5K
$45.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.77KClosed |
$28.6K - $41.9K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-37.3K- 51.36% |
$603K - $882K
|
35.3K
$1.08M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-588KClosed |
$11.8M - $16M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
10K+ 24.39% |
$201K - $272K
|
51K
$1.55M
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10.3KClosed |
$207K - $279K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-4.43KClosed |
$89.1K - $120K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-9.2KClosed |
$185K - $250K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-2.36KClosed |
$47.4K - $64.1K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Truist Financial Corp
|
SELL
|
- |
-70.7KClosed |
$1.42M - $1.92M
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-9.61KClosed |
$193K - $261K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-7.5KClosed |
$151K - $204K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18.1KClosed |
$472K - $530K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
247New |
$6.44K - $7.23K
|
247
$7.52K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19New |
$499 - $545
|
19
$579
|
|