Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / MULTI MGR SML CP
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Number of holders
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15
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Total 13F shares, excl. options
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975K
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Shares change
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+96K
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Total reported value, excl. options
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$20.2M
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Value change
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+$1.99M
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Number of buys
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8
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Number of sells
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-3
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Price
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$20.74
Significant Holders of FIRST TR EXCHNG TRADED FD VI - MULTI MGR SML CP (MMSC) as of Q4 2024
15 filings reported holding MMSC - FIRST TR EXCHNG TRADED FD VI - MULTI MGR SML CP as of Q4 2024.
FIRST TR EXCHNG TRADED FD VI - MULTI MGR SML CP (MMSC) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 975K shares
.
Largest 10 shareholders include MANCHESTER FINANCIAL INC (276K shares), Trinity Legacy Partners, LLC (172K shares), Jaffetilchin Investment Partners, LLC (169K shares), Cambridge Investment Research Advisors, Inc. (168K shares), CITADEL ADVISORS LLC (34.8K shares), Clarus Wealth Advisors (30.9K shares), Comprehensive Financial Planning, Inc./PA (26.3K shares), Cetera Investment Advisers (25.6K shares), ENVESTNET ASSET MANAGEMENT INC (22.5K shares), and TRUIST FINANCIAL CORP (19.3K shares).
This table shows the top 15 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.