Purchases and Sales Made in Q1 2024 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 Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
58.4KNew |
$1.35M - $1.62M
|
58.4K
$1.8M
|
|
|
Jul 18, 2024
Q1 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50.7KNew |
$1.17M - $1.41M
|
50.7K
$1.56M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
49.8K+ 40.14% |
$1.15M - $1.38M
|
174K
$5.36M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
30.8K+ 33.43% |
$712K - $853K
|
123K
$3.79M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
30.1K+ 5.37% |
$696K - $834K
|
591K
$18.2M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
24.5KNew |
$567K - $680K
|
24.5K
$757K
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.4KNew |
$496K - $595K
|
21.4K
$662K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16.4KNew |
$380K - $455K
|
16.4K
$507K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
9.97K+ 19.07% |
$230K - $276K
|
62.2K
$1.92M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
6.82KNew |
$158K - $189K
|
6.82K
$210K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.67K+ 19.93% |
$131K - $157K
|
34.1K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.19K+ 54.29% |
$120K - $144K
|
14.8K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.91K+ 263.14% |
$113K - $136K
|
6.77K
$209K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.29K+ 20.34% |
$53K - $63.6K
|
13.6K
$419K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2KNew |
$46.2K - $55.4K
|
2K
$61.7K
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
908+ 9.86% |
$21K - $25.2K
|
10.1K
$312K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
642+ 7.48% |
$14.8K - $17.8K
|
9.23K
$285K
|
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
259+ 0.13% |
$5.99K - $7.18K
|
199K
$6.13M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
118+ 0.2% |
$2.73K - $3.27K
|
59.6K
$1.84M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
69New |
$1.6K - $1.91K
|
69
$2.13K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
31New |
$717 - $859
|
31
$956
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-316- 2.25% |
$7.31K - $8.76K
|
13.7K
$424K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-479- 2.65% |
$11.1K - $13.3K
|
17.6K
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-664- 1.94% |
$15.4K - $18.4K
|
33.6K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-1.39K- 26.06% |
$32.2K - $38.6K
|
3.96K
$122K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.6K- 16.17% |
$106K - $128K
|
23.9K
$737K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-5.72K- 4.95% |
$132K - $158K
|
110K
$3.39M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-10.4K- 44.67% |
$240K - $288K
|
12.9K
$397K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-15.7K- 37.55% |
$362K - $434K
|
26.1K
$804K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.1K- 71.66% |
$396K - $474K
|
6.77K
$209K
|