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 1.61 Million shares, which have been reported (via 13F filing form) to have a value of $45.7 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
3,907
shares
|
$110,724
0.0% of portfolio
|
Q2 2024
Reduced 42.73%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
2,200
shares
|
$62,348
0.01% of portfolio
|
Q2 2024
New holding
|
|
Carmichael Hill & Associates, Inc.
|
Aug 02, 2024 Q2 2024 |
2,000
shares
|
$56,680
0.02% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
719
shares
|
$20,376
0.0% of portfolio
|
Q2 2024
New holding
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
570
shares
|
$16,153
0.0% of portfolio
|
Q3 2022
Added 4.59%
|
|
Davis Capital Management
Jacksonville, FL |
Jul 02, 2024 Q2 2024 |
430
shares
|
$12,186
0.01% of portfolio
|
Q2 2024
New holding
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
341
shares
|
$9,663
0.0% of portfolio
|
Q2 2024
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
313
shares
|
$8,870
0.01% of portfolio
|
Q4 2023
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
247
shares
|
$6,999
0.0% of portfolio
|
Q4 2021
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
69
shares
|
$1,955
0.0% of portfolio
|
Q1 2024
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
31
shares
|
$878
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|