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 $44.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
531,127
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.88%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
112,018
shares
|
$3.45 Million
0.01% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
108,941
shares
|
$3.36 Million
0.34% of portfolio
|
Q3 2024
Reduced 43.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
89,561
shares
|
$2.76 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
77,964
shares
|
$2.4 Million
0.01% of portfolio
|
Q3 2024
Added 85.82%
|
|
|
Stone X Group Inc.
|
Nov 12, 2024 Q3 2024 |
67,356
shares
|
$2.08 Million
0.17% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
57,764
shares
|
$1.78 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
53,832
shares
|
$1.66 Million
0.05% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
47,560
shares
|
$1.47 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,419
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 22.47%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
32,490
shares
|
$1 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
24,710
shares
|
$762,056
0.04% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,082
shares
|
$681,008
0.01% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
19,263
shares
|
$594,070
0.15% of portfolio
|
Q3 2024
Added 15.72%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
18,589
shares
|
$573,284
0.0% of portfolio
|
Q3 2024
Reduced 12.6%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
17,508
shares
|
$539,946
0.0% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
14,772
shares
|
$455,568
0.01% of portfolio
|
Q3 2024
Reduced 17.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
14,567
shares
|
$449,246
0.0% of portfolio
|
Q3 2024
Reduced 71.33%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
11,641
shares
|
$359,008
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,240
shares
|
$346,641
0.0% of portfolio
|
Q3 2023
Reduced 4.54%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
11,081
shares
|
$341,738
0.08% of portfolio
|
Q3 2024
Added 4.39%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Nov 07, 2024 Q3 2024 |
9,047
shares
|
$279,009
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
7,408
shares
|
$228,462
0.02% of portfolio
|
Q3 2024
Reduced 32.03%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,380
shares
|
$227,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,300
shares
|
$194,292
0.08% of portfolio
|
Q3 2023
New holding
|