Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
62.9KNew |
$1.64M - $1.84M
|
62.9K
$1.97M
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
43K+ 143.69% |
$1.12M - $1.26M
|
73K
$2.29M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
40.9K+ 91.38% |
$1.07M - $1.2M
|
85.7K
$2.69M
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
39.9KNew |
$1.04M - $1.17M
|
39.9K
$1.25M
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
35.7KNew |
$932K - $1.05M
|
35.7K
$1.12M
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19.7KNew |
$513K - $577K
|
19.7K
$617K
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
14.7K+ 26.68% |
$382K - $429K
|
69.6K
$2.18M
|
|
Feb 14, 2022
Q4 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14.5KNew |
$379K - $426K
|
14.5K
$456K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.3KNew |
$347K - $389K
|
13.3K
$417K
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
10.4KNew |
$271K - $304K
|
10.4K
$326K
|
|
Feb 14, 2022
Q4 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
9.35K+ 1.61% |
$244K - $274K
|
588K
$18.4M
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
8.19KNew |
$213K - $240K
|
8.19K
$257K
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
4.73K+ 14.12% |
$123K - $138K
|
38.2K
$1.2M
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
4.34K+ 434300.0% |
$113K - $127K
|
4.34K
$136K
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.01K+ 15.39% |
$78.4K - $88K
|
22.5K
$707K
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
2.95K+ 4.05% |
$76.9K - $86.4K
|
75.8K
$2.37M
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.34K+ 5.44% |
$60.9K - $68.4K
|
45.3K
$1.42M
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.94K+ 5.08% |
$50.5K - $56.8K
|
40.1K
$1.26M
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
247New |
$6.44K - $7.23K
|
247
$7.74K
|
|
Feb 10, 2022
Q4 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
100+ 0.46% |
$2.61K - $2.93K
|
21.6K
$678K
|
|
Jan 18, 2022
Q4 2021
|
Chiron Capital Management, LLC
|
BUY
|
- |
13+ 0.02% |
$339 - $381
|
65.2K
$2.04M
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-140- 0.6% |
$3.65K - $4.1K
|
23.1K
$722K
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-265- 5.64% |
$6.91K - $7.76K
|
4.43K
$139K
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-375- 19.74% |
$9.77K - $11K
|
1.53K
$47.8K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-546Closed |
$14.2K - $16K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-625- 4.42% |
$16.3K - $18.3K
|
13.5K
$424K
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-663- 8.13% |
$17.3K - $19.4K
|
7.5K
$235K
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.45K- 1.32% |
$37.8K - $42.4K
|
108K
$3.39M
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
SELL
|
- |
-1.5KClosed |
$39.1K - $43.9K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-2.19K- 3.33% |
$57.2K - $64.2K
|
63.6K
$1.99M
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.22K- 1.54% |
$57.7K - $64.9K
|
142K
$4.45M
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.6K- 6.34% |
$67.8K - $76.1K
|
38.4K
$1.2M
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-3.2K- 5.43% |
$83.3K - $93.5K
|
55.7K
$1.74M
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-3.38K- 2.34% |
$88.2K - $99K
|
141K
$4.42M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-5.62K- 26.19% |
$146K - $164K
|
15.8K
$496K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-6.06K- 38.65% |
$158K - $177K
|
9.61K
$301K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.18K- 5.16% |
$187K - $210K
|
132K
$4.13M
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.18K- 5.16% |
$187K - $210K
|
132K
$4.13M
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.41K- 7.87% |
$193K - $217K
|
86.7K
$2.72M
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-10.7K- 13.18% |
$280K - $314K
|
70.7K
$2.22M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-12.1K- 14.79% |
$317K - $356K
|
70K
$2.19M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.7KClosed |
$434K - $488K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-18.1KClosed |
$472K - $530K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-19.1K- 34.66% |
$497K - $559K
|
36K
$1.13M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20.5K- 70.3% |
$533K - $599K
|
8.65K
$271K
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.5K- 10.85% |
$587K - $660K
|
185K
$5.8M
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-40K- 79.55% |
$1.04M - $1.17M
|
10.3K
$322K
|
|
Feb 14, 2022
Q4 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-84K- 8.97% |
$2.19M - $2.46M
|
853K
$26.7M
|