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MMSC Institutional Ownership

First Trust Multi-Manager Small Cap Opportunities ETF
1W: +1.0% 1M: -1.0% 3M: -5.9% YTD: +11.6% 1Y: +16.4% 3Y: +78.3%
$27.20
+0.34 (+1.28%)
 
Weekly Expected Move ±1.8%
$26 $27 $27 $28 $28
ETF AMEX · AUM $31.4M

Institutional Ownership — MMSC

19
Institutional Holders
-4 vs prior quarter
0.0%
Ownership
+0.00pp
33M
Total Invested
4
New Positions
7
Increased
8
Reduced
1
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (27 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Trinity Legacy Partners, LLC 441,921 12M -18,362 -4.0% 13Q SEC ↗
2 Jaffetilchin Investment Partners, LLC 285,312 8M -14,100 -4.7% 13Q SEC ↗
3 MANCHESTER FINANCIAL INC 230,816 6M -23,767 -9.3% 9Q SEC ↗
4 Cetera Investment Advisers 157,170 4M +13,282 +9.2% 8Q SEC ↗
5 COMMONWEALTH EQUITY SERVICES, LLC 58,941 2M +9,310 +18.8% 5Q SEC ↗
6 Brookwood Investment Group LLC 47,338 1M -7,679 -14.0% 3Q SEC ↗
7 OSAIC HOLDINGS, INC. 42,518 1M +14,818 +53.5% 15Q SEC ↗
8 Cambridge Investment Research Advisors 38,465 1M -2 -0.0% 10Q SEC ↗
9 Advisor Resource Council 35,025 953K +5,223 +17.5% 3Q SEC ↗
10 Tower Research Capital LLC (TRC) 25,395 691K +2,545 +11.1% 16Q SEC ↗
11 Tidal Investments LLC 19,428 529K -69 -0.4% 3Q SEC ↗
12 OneDigital Investment Advisors LLC NEW 12,315 335K — +0.0% 1Q SEC ↗
13 Aptus Capital Advisors, LLC 8,849 241K +4,200 +90.3% 7Q SEC ↗
14 TRUIST FINANCIAL CORP 8,345 227K -976 -10.5% 7Q SEC ↗
15 Vann Equity Management LLC 7,681 209K -1,223 -13.7% 2Q SEC ↗
16 ARVEST INVESTMENTS, INC. 2,035 55K +459 +29.1% 2Q SEC ↗
17 UBS Group AG NEW 129 4K — +0.0% 1Q SEC ↗
18 VANGUARD ADVISERS INC NEW 72 2K — +0.0% 1Q SEC ↗
19 Anfield Capital Management, LLC NEW 68 2K — +0.0% 1Q SEC ↗
20 Integrated Wealth Concepts LLC NEW 18 0K — +0.0% 1Q SEC ↗
21 ENVESTNET ASSET MANAGEMENT INC 0 0K -26,998 -100.0% 5Q SEC ↗
22 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0 0K -10,005 -100.0% 1Q SEC ↗
23 Advisory Services Network, LLC 0 0K -1,065 -100.0% 1Q SEC ↗
24 Global Wealth Strategies & Associates 0 0K -4 -100.0% 1Q SEC ↗
25 Kestra Advisory Services, LLC 0 0K -2,086 -100.0% 1Q SEC ↗
26 JPMORGAN CHASE & CO 0 0K -76 -100.0% 1Q SEC ↗
27 IFC & Insurance Marketing, Inc. 0 0K -226 -100.0% 1Q SEC ↗
Biggest Increases (7)
HolderAddedChange %Total Shares
OSAIC HOLDINGS, INC. +14,818 +53.5% 42,518
Cetera Investment Advisers +13,282 +9.2% 157,170
COMMONWEALTH EQUITY SERVICES, LLC +9,310 +18.8% 58,941
Advisor Resource Council +5,223 +17.5% 35,025
Aptus Capital Advisors, LLC +4,200 +90.3% 8,849
Tower Research Capital LLC (TRC) +2,545 +11.1% 25,395
ARVEST INVESTMENTS, INC. +459 +29.1% 2,035
Biggest Decreases (8)
HolderReducedChange %Total Shares
MANCHESTER FINANCIAL INC -23,767 -9.3% 230,816
Trinity Legacy Partners, LLC -18,362 -4.0% 441,921
Jaffetilchin Investment Partners, L -14,100 -4.7% 285,312
Brookwood Investment Group LLC -7,679 -14.0% 47,338
Vann Equity Management LLC -1,223 -13.7% 7,681
TRUIST FINANCIAL CORP -976 -10.5% 8,345
Tidal Investments LLC -69 -0.4% 19,428
Cambridge Investment Research Advis -2 -0.0% 38,465

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms