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 41 institutions that hold shares in the stock, with a total of 1.24 Million shares, which have been reported (via 13F filing form) to have a value of $42.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
7,075
shares
|
$244,795
0.01% of portfolio
|
Q2 2025
Reduced 21.17%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,300
shares
|
$217,980
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
5,000
shares
|
$173,000
0.53% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
4,100
shares
|
$141,860
0.1% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
4,059
shares
|
$140,441
0.01% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,000
shares
|
$69,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,000
shares
|
$69,200
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,520
shares
|
$52,592
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
570
shares
|
$19,722
0.0% of portfolio
|
Q3 2022
Added 4.59%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
461
shares
|
$15,950
0.0% of portfolio
|
Q2 2024
Reduced 26.03%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
430
shares
|
$14,878
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
403
shares
|
$13,943
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
204
shares
|
$7,058
0.0% of portfolio
|
Q4 2024
Reduced 79.23%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
100
shares
|
$3,460
0.0% of portfolio
|
Q2 2025
Reduced 84.92%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
31
shares
|
$1,072
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|