Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
470K+ 520.25% |
$9.13M - $11.3M
|
561K
$16.5M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
52.8KNew |
$1.02M - $1.27M
|
52.8K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
39.8K+ 318.92% |
$772K - $960K
|
52.3K
$1.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
25.9K+ 164.25% |
$503K - $625K
|
41.7K
$1.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
25.5K+ 25.85% |
$494K - $614K
|
124K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
9.57KNew |
$186K - $231K
|
9.57K
$282K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
9.3KNew |
$180K - $224K
|
9.3K
$274K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
9.21KNew |
$179K - $222K
|
9.21K
$271K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
8.59KNew |
$167K - $207K
|
8.59K
$253K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.44K+ 2.82% |
$106K - $131K
|
199K
$5.85M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
5.35KNew |
$104K - $129K
|
5.35K
$158K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.97K+ 16.21% |
$77K - $95.7K
|
28.5K
$838K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.2KNew |
$23.3K - $28.9K
|
1.2K
$35.4K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 1.27% |
$22.4K - $27.9K
|
92.1K
$2.71M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
815+ 0.71% |
$15.8K - $19.7K
|
116K
$3.41M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
671New |
$13K - $16.2K
|
671
$19.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
569+ 4.22% |
$11K - $13.7K
|
14K
$414K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
341+ 1.92% |
$6.62K - $8.22K
|
18.1K
$533K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
318+ 2.39% |
$6.17K - $7.67K
|
13.6K
$402K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
313New |
$6.07K - $7.55K
|
313
$9.22K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-512- 2.15% |
$9.93K - $12.3K
|
23.3K
$686K
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-529- 0.88% |
$10.3K - $12.8K
|
59.5K
$1.75M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.33K- 3.73% |
$25.8K - $32K
|
34.3K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-1.45K- 9.27% |
$28.1K - $35K
|
14.2K
$418K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.58K- 5.27% |
$30.7K - $38.2K
|
28.5K
$839K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-28.2K- 93.79% |
$546K - $679K
|
1.86K
$54.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-31.7K- 73.75% |
$615K - $764K
|
11.3K
$332K
|