Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
212K+ 57.69% |
$5.56M - $6.07M
|
579K
$18.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
149K+ 18.89% |
$3.9M - $4.26M
|
937K
$29.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
105K+ 28.14% |
$2.75M - $3M
|
477K
$14.9M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
75.9KNew |
$1.99M - $2.17M
|
75.9K
$2.38M
|
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
43.9KNew |
$1.15M - $1.26M
|
43.9K
$1.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.9KNew |
$786K - $858K
|
29.9K
$938K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
23.4K+ 19.32% |
$614K - $670K
|
144K
$4.53M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
19.5KNew |
$513K - $560K
|
19.5K
$612K
|
|
|
Oct 07, 2021
Q3 2021
|
Envestnet Asset Management Inc
|
BUY
|
- |
10.8K+ 12.93% |
$283K - $309K
|
94.1K
$2.95M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
8.12K+ 38.71% |
$213K - $233K
|
29.1K
$912K
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
7.73K+ 16.36% |
$203K - $222K
|
55K
$1.72M
|
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.73K+ 8.92% |
$177K - $193K
|
82.2K
$2.57M
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
5.66K+ 17.4% |
$148K - $162K
|
38.2K
$1.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
4.01K+ 7.86% |
$105K - $115K
|
55.1K
$1.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Clarus Group, Inc.
|
BUY
|
- |
3.26K+ 42.02% |
$85.5K - $93.4K
|
11K
$345K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.36KNew |
$61.9K - $67.6K
|
2.36K
$73.9K
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
943+ 2.9% |
$24.7K - $27K
|
33.5K
$1.05M
|
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
626+ 1.08% |
$16.4K - $17.9K
|
58.9K
$1.84M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
430+ 2.04% |
$11.3K - $12.3K
|
21.5K
$675K
|
|
|
Oct 21, 2021
Q3 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
261+ 0.4% |
$6.85K - $7.48K
|
65.2K
$2.04M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
200+ 0.49% |
$5.25K - $5.73K
|
41K
$1.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
19New |
$499 - $545
|
19
$595
|
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
1New |
$26.2 - $28.7
|
1
$31.3
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Concentrum Wealth Management
|
SELL
|
- |
-31- 0.04% |
$813 - $888
|
72.8K
$2.28M
|
|
|
Nov 04, 2021
Q3 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-795- 1.19% |
$20.9K - $22.8K
|
65.8K
$2.06M
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
SELL
|
- |
-1.95K- 2.34% |
$51.2K - $55.9K
|
81.4K
$2.55M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.4K- 5.09% |
$63K - $68.8K
|
44.8K
$1.4M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.69K- 24.77% |
$70.5K - $77K
|
8.16K
$256K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.16K- 2.22% |
$83K - $90.7K
|
139K
$4.36M
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.16K- 2.22% |
$83K - $90.7K
|
139K
$4.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-5.36K- 4.65% |
$141K - $153K
|
110K
$3.44M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-7.42K- 30.82% |
$195K - $213K
|
16.7K
$522K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-8K- 30.65% |
$210K - $229K
|
18.1K
$567K
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-8.26K- 3.83% |
$217K - $237K
|
208K
$6.51M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.54K- 28.47% |
$224K - $245K
|
21.4K
$672K
|
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.3K- 7.86% |
$323K - $353K
|
144K
$4.52M
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-15.6K- 40.21% |
$409K - $447K
|
23.2K
$727K
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-31.1K- 66.5% |
$816K - $891K
|
15.7K
$491K
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-50.3K- 50.0% |
$1.32M - $1.44M
|
50.3K
$1.57M
|
|
|
Nov 16, 2021
Q3 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-91.7KClosed |
$2.41M - $2.63M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-138KClosed |
$3.62M - $3.96M
|
0
$0
|