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 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $50.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
6,300
shares
|
$221,004
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
5,000
shares
|
$175,400
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,059
shares
|
$142,389
0.01% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,000
shares
|
$70,160
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$70,160
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,520
shares
|
$53,321
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
570
shares
|
$19,995
0.0% of portfolio
|
Q3 2022
Added 4.59%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
430
shares
|
$15,084
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
313
shares
|
$10,980
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
197
shares
|
$6,910
0.0% of portfolio
|
Q3 2025
Reduced 57.27%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
31
shares
|
$1,087
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
4
shares
|
$140
0.0% of portfolio
|
Q3 2025
Reduced 98.04%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|