Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / MULTI MGR SML CP
-
Number of holders
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7
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Total 13F shares, excl. options
-
445,360
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Shares change
-
+46,663
-
Total reported value, excl. options
-
$8,684,709
-
Value change
-
+$937,202
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Number of buys
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5
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Number of sells
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-5
-
Price
-
$19.54
Significant Holders of FIRST TR EXCHNG TRADED FD VI - MULTI MGR SML CP (MMSC) as of Q1 2024
10 filings reported holding MMSC - FIRST TR EXCHNG TRADED FD VI - MULTI MGR SML CP as of Q1 2024.
FIRST TR EXCHNG TRADED FD VI - MULTI MGR SML CP (MMSC) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 445,360 shares
.
Largest 10 shareholders include Jaffetilchin Investment Partners, LLC (167,656 shares), Trinity Legacy Partners, LLC (117,869 shares), Cambridge Investment Research Advisors, Inc. (66,583 shares), Tower Research Capital LLC (TRC) (42,314 shares), Clarus Wealth Advisors (32,024 shares), CITADEL ADVISORS LLC (17,113 shares), OSAIC HOLDINGS, INC. (1,801 shares), BANK OF MONTREAL /CAN/ (0 shares), UBS Group AG (0 shares), and Wagner Wealth Management, LLC (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.