Purchases and Sales Made in Q2 2022 in First Tr Exc Viii First Multi (MMLG)
This table provides information about the institutional ownership of First Tr Exc Viii First Multi (MMLG) during Q2 2022. The information is specifically focused on institutions that hold shares of FIRST TR EXC VIII FIRST MULTI .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2022
Q2 2022
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
264KNew |
$4.26M - $6.24M
|
264K
$8.26M
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
90.6K+ 498.1% |
$1.47M - $2.15M
|
109K
$3.41M
|
|
Aug 09, 2022
Q2 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
84.6K+ 86.21% |
$1.37M - $2M
|
183K
$5.73M
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
73.9K+ 205.34% |
$1.19M - $1.75M
|
110K
$3.44M
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
48.6K+ 223.93% |
$785K - $1.15M
|
70.3K
$2.2M
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
33.7K+ 98.83% |
$544K - $797K
|
67.7K
$2.12M
|
|
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
28.5K+ 68.42% |
$462K - $676K
|
70.3K
$2.2M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.5K+ 15.97% |
$202K - $296K
|
90.7K
$2.84M
|
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.68KNew |
$140K - $206K
|
8.68K
$272K
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.36K+ 7.69% |
$54.3K - $79.5K
|
47K
$1.47M
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.51KNew |
$40.5K - $59.3K
|
2.51K
$78.5K
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
2.28K+ 3.67% |
$36.9K - $54K
|
64.4K
$2.02M
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
1.5KNew |
$24.3K - $35.5K
|
1.5K
$47K
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
1.07K+ 4.05% |
$17.3K - $25.3K
|
27.5K
$862K
|
|
Jul 19, 2022
Q2 2022
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1K+ 5.08% |
$16.2K - $23.7K
|
20.7K
$649K
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-43- 0.22% |
$695 - $1.02K
|
19.6K
$614K
|
|
Jul 27, 2022
Q2 2022
|
Clarus Group, Inc.
|
SELL
|
- |
-418- 3.65% |
$6.76K - $9.89K
|
11K
$346K
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
SELL
|
- |
-650Closed |
$10.5K - $15.4K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-850- 45.43% |
$13.7K - $20.1K
|
1.02K
$32K
|
|
Jul 18, 2022
Q2 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-1.58K- 4.22% |
$25.5K - $37.3K
|
35.8K
$1.12M
|
|
Jul 25, 2022
Q2 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.69K- 2.02% |
$27.4K - $40K
|
82K
$2.57M
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.7K- 1.85% |
$27.5K - $40.2K
|
89.9K
$2.82M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.77KClosed |
$28.6K - $41.9K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-2.07K- 6.6% |
$33.5K - $49K
|
29.3K
$918K
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-2.84K- 96.66% |
$45.9K - $67.2K
|
98
$3.07K
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.5K- 36.08% |
$56.6K - $82.8K
|
6.2K
$194K
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-3.5K- 36.08% |
$56.6K - $82.8K
|
6.2K
$194K
|
|
Aug 12, 2022
Q2 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-5.7K- 26.4% |
$92.2K - $135K
|
15.9K
$498K
|
|
Aug 12, 2022
Q2 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-8.68KClosed |
$140K - $206K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-9.8KClosed |
$158K - $232K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-9.81KClosed |
$159K - $232K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-11.5KClosed |
$185K - $271K
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.5K- 31.13% |
$219K - $320K
|
29.9K
$938K
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.9K- 21.5% |
$225K - $330K
|
50.9K
$1.59M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-31.5K- 63.43% |
$509K - $745K
|
18.2K
$569K
|
|
Aug 12, 2022
Q2 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-37.2K- 34.37% |
$601K - $879K
|
71K
$2.22M
|
|
Jul 28, 2022
Q2 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-37.3K- 51.36% |
$603K - $882K
|
35.3K
$1.11M
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-37.7KClosed |
$609K - $892K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-38.9K- 6.79% |
$629K - $921K
|
534K
$16.7M
|
|
Jul 19, 2022
Q2 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-48K- 69.9% |
$777K - $1.14M
|
20.7K
$648K
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-60.8K- 82.31% |
$983K - $1.44M
|
13.1K
$409K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-65.4KClosed |
$1.06M - $1.55M
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-110K- 25.87% |
$1.78M - $2.61M
|
316K
$9.9M
|