Purchases and Sales Made in Q2 2024 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 2024. 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 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
31.8K+ 54.45% |
$813K - $902K
|
90.1K
$2.66M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
25.8K+ 4.36% |
$659K - $731K
|
617K
$18.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
24.8K+ 95.01% |
$633K - $702K
|
50.8K
$1.5M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.5K+ 95.63% |
$525K - $582K
|
42K
$1.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
17.1K+ 252.81% |
$438K - $486K
|
23.9K
$704K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.17K+ 21.08% |
$132K - $147K
|
29.7K
$875K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
4.37K+ 32.16% |
$112K - $124K
|
17.9K
$529K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.2KNew |
$56.3K - $62.4K
|
2.2K
$64.8K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1.89K+ 12.77% |
$48.2K - $53.5K
|
16.6K
$491K
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
719New |
$18.4K - $20.4K
|
719
$21.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
BUY
|
- |
502+ 4.96% |
$12.8K - $14.2K
|
10.6K
$313K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
449+ 11.35% |
$11.5K - $12.7K
|
4.4K
$130K
|
|
|
Jul 02, 2024
Q2 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
430New |
$11K - $12.2K
|
430
$12.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
403+ 0.37% |
$10.3K - $11.4K
|
110K
$3.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
341New |
$8.72K - $9.68K
|
341
$10K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
300+ 1.7% |
$7.67K - $8.51K
|
17.9K
$527K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-816- 8.84% |
$20.9K - $23.2K
|
8.41K
$248K
|
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-1.18K- 1.98% |
$30.3K - $33.6K
|
58.4K
$1.72M
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-1.98K- 15.39% |
$50.7K - $56.3K
|
10.9K
$321K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.61K- 10.93% |
$66.7K - $74K
|
21.3K
$627K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-2.92K- 42.73% |
$74.6K - $82.7K
|
3.91K
$115K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-5.95K- 17.7% |
$152K - $169K
|
27.7K
$815K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-6.5K- 3.27% |
$166K - $184K
|
192K
$5.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.5K- 33.58% |
$293K - $325K
|
22.7K
$668K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-13.1K- 21.06% |
$335K - $372K
|
49.1K
$1.45M
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-71.8K- 58.45% |
$1.84M - $2.04M
|
51.1K
$1.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-136K- 78.18% |
$3.47M - $3.86M
|
37.9K
$1.12M
|