Institutional Ownership First Tr Exc Viii First Multi (MMLG)
This table provides information about the institutional ownership of First Tr Exc Viii First Multi (MMLG). We have compiled data on the 36 institutions that hold shares in the stock, with a total of 1.45 Million shares, which have been reported (via 13F filing form) to have a value of $45.6 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$62,700
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,000
shares
|
$62,700
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
860
shares
|
$26,961
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
570
shares
|
$17,869
0.0% of portfolio
|
Q3 2022
Added 4.59%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
461
shares
|
$14,452
0.0% of portfolio
|
Q4 2024
Added 35.19%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
430
shares
|
$13,480
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
313
shares
|
$9,812
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
204
shares
|
$6,395
0.0% of portfolio
|
Q4 2024
Reduced 79.23%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
31
shares
|
$971
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
3
shares
|
$94
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|