Purchases and Sales Made in Q4 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 Q4 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 |
---|---|---|---|---|---|---|---|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
48.3KNew |
$763K - $862K
|
48.3K
$1.51M
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.1K+ 611.86% |
$570K - $645K
|
42K
$1.32M
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23.1K+ 12.16% |
$365K - $413K
|
213K
$6.68M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.6KNew |
$199K - $225K
|
12.6K
$394K
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
7.57K+ 1056.21% |
$120K - $135K
|
8.29K
$260K
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
5.7KNew |
$90.1K - $102K
|
5.7K
$179K
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
674+ 2.23% |
$10.7K - $12K
|
30.9K
$970K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
546New |
$8.63K - $9.76K
|
546
$17.1K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
446+ 0.5% |
$7.05K - $7.97K
|
90.1K
$2.82M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
440+ 86.11% |
$6.96K - $7.86K
|
951
$29.8K
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
189+ 1.25% |
$2.99K - $3.38K
|
15.4K
$481K
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-129- 0.78% |
$2.04K - $2.31K
|
16.4K
$514K
|
|
Jan 17, 2023
Q4 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-1.95K- 9.13% |
$30.8K - $34.8K
|
19.4K
$608K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.46K- 39.39% |
$54.7K - $61.8K
|
5.32K
$167K
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.29K- 23.09% |
$67.9K - $76.7K
|
14.3K
$448K
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.51K- 30.87% |
$71.3K - $80.6K
|
10.1K
$317K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.56K- 22.31% |
$104K - $117K
|
22.8K
$716K
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-7.12K- 31.56% |
$113K - $127K
|
15.4K
$484K
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-7.18K- 26.31% |
$114K - $128K
|
20.1K
$630K
|
|
Feb 01, 2023
Q4 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-7.86K- 11.5% |
$124K - $140K
|
60.5K
$1.9M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-14.1K- 52.39% |
$222K - $251K
|
12.8K
$400K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16.5K- 24.59% |
$261K - $296K
|
50.7K
$1.59M
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-18.3K- 16.64% |
$289K - $327K
|
91.6K
$2.87M
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-36.8K- 53.87% |
$582K - $657K
|
31.5K
$987K
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-44K- 51.46% |
$696K - $787K
|
41.5K
$1.3M
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.8K- 23.06% |
$866K - $978K
|
183K
$5.73M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.8K- 57.62% |
$866K - $979K
|
40.3K
$1.26M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-54.8K- 57.62% |
$866K - $979K
|
40.3K
$1.26M
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-442K- 81.09% |
$6.98M - $7.89M
|
103K
$3.23M
|