Purchases and Sales Made in Q2 2023 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 2023. 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 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
57.3K+ 63.78% |
$1.06M - $1.24M
|
147K
$4.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
34.3K+ 44.66% |
$632K - $741K
|
111K
$3.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
15.7KNew |
$288K - $338K
|
15.7K
$490K
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
13.6K+ 131.61% |
$251K - $295K
|
24K
$752K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.2KNew |
$187K - $220K
|
10.2K
$319K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.81KNew |
$181K - $212K
|
9.81K
$307K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.14K+ 1.61% |
$57.9K - $67.9K
|
198K
$6.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.11K+ 15.8% |
$57.3K - $67.2K
|
22.8K
$714K
|
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
1.65K+ 213.57% |
$30.4K - $35.7K
|
2.43K
$76.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
436+ 1.48% |
$8.03K - $9.43K
|
29.8K
$934K
|
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
144+ 0.19% |
$2.65K - $3.11K
|
74.5K
$2.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
75+ 0.4% |
$1.38K - $1.62K
|
19K
$594K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
7New |
$129 - $151
|
7
$219
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-296- 0.48% |
$5.45K - $6.4K
|
60.8K
$1.91M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-518- 3.64% |
$9.54K - $11.2K
|
13.7K
$430K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-832- 4.87% |
$15.3K - $18K
|
16.3K
$510K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1K- 5.44% |
$18.4K - $21.6K
|
17.4K
$545K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.08K- 13.22% |
$56.8K - $66.7K
|
20.2K
$634K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.66K- 23.7% |
$67.4K - $79.1K
|
11.8K
$369K
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.76K- 32.99% |
$87.7K - $103K
|
9.67K
$303K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.14K- 15.24% |
$131K - $154K
|
39.7K
$1.24M
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-17K- 31.45% |
$312K - $367K
|
37K
$1.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.7K- 61.28% |
$455K - $534K
|
15.6K
$489K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-24.7K- 61.28% |
$455K - $534K
|
15.6K
$489K
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-42.1K- 25.72% |
$776K - $911K
|
122K
$3.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-65.9K- 71.08% |
$1.21M - $1.43M
|
26.8K
$841K
|