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 38 institutions that hold shares in the stock, with a total of 1.46 Million shares, which have been reported (via 13F filing form) to have a value of $40.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
550,785
shares
|
$15.1 Million
0.01% of portfolio
|
Q4 2024
Added 3.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
112,018
shares
|
$3.07 Million
0.01% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
98,967
shares
|
$2.71 Million
0.27% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
95,601
shares
|
$2.62 Million
0.01% of portfolio
|
Q4 2024
Added 22.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
91,909
shares
|
$2.52 Million
0.19% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
75,078
shares
|
$2.06 Million
0.07% of portfolio
|
Q4 2024
Added 39.47%
|
|
|
Stone X Group Inc.
|
Feb 12, 2025 Q4 2024 |
67,356
shares
|
$1.85 Million
0.13% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Jan 31, 2025 Q4 2024 |
59,568
shares
|
$1.63 Million
0.25% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Western Wealth Management, LLC
|
Apr 15, 2025 Q4 2024 |
46,625
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
38,658
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 16.72%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
37,851
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jan 30, 2025 Q4 2024 |
30,589
shares
|
$838,138
0.47% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
22,123
shares
|
$606,170
0.01% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
20,993
shares
|
$575,208
0.0% of portfolio
|
Q4 2024
Added 44.11%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
19,313
shares
|
$529,176
0.15% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
18,119
shares
|
$496,460
0.12% of portfolio
|
Q1 2025
Added 20.57%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
17,778
shares
|
$487,117
0.03% of portfolio
|
Q4 2024
Reduced 28.05%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
17,249
shares
|
$472,622
0.0% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
16,062
shares
|
$440,098
0.0% of portfolio
|
Q4 2024
Reduced 13.59%
|
|
|
Centric Wealth Management
|
Feb 12, 2025 Q4 2024 |
14,992
shares
|
$410,780
0.13% of portfolio
|
Q4 2024
Added 35.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
11,240
shares
|
$307,976
0.0% of portfolio
|
Q3 2023
Reduced 4.54%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
9,173
shares
|
$251,340
0.0% of portfolio
|
Q4 2024
Reduced 21.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
7,814
shares
|
$214,103
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
7,320
shares
|
$200,568
0.0% of portfolio
|
Q4 2024
Reduced 50.45%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,300
shares
|
$172,620
0.08% of portfolio
|
Q3 2023
New holding
|