Skip to content

MMSC FIRST TR EXCHNG TRADED FD VI

Follow

MULTI MGR SML CP (fund)

16 managers (16 13F filers) reported a position in MMSC shares at 2024-12-31, 974,766 shares in all. 4 filers opened a position and 0 filers sold out during the quarter.

Managers
16
13F filers
16
New
4
Added
4
Reduced
3
Sold out
0
Shares held by filers
974,766

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
MANCHESTER FINANCIAL INC276,314$5.73M1.25%-1,67013F-HRTimeline
Trinity Legacy Partners, LLC171,804$3.56M0.92%+14,58113F-HRTimeline
Jaffetilchin Investment Partners, LLC168,691$3.5M0.25%+8,17013F-HRTimeline
Cambridge Investment Research Advisors,…167,691$3.48M0.01%+10,12813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC34,782$721K<0.01%new13F-HRTimelineGroup
Clarus Wealth Advisors30,883$642K0.32%-91413F-HRTimeline
Comprehensive Financial Planning, Inc./…26,280$545K0.46%13F-HRTimeline
Cetera Investment Advisers25,637$532K<0.01%+11,37513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC22,488$466K<0.01%new13F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,303$400K<0.01%new13F-HRTimelineGroup
Impact Partnership Wealth, LLC12,836$266K0.05%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…9,779$203K<0.01%-26,90813F-HRTimelineGroup
Aptus Capital Advisors, LLC4,649$96.4K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/2,129$44.2K<0.01%013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.1,500$31.1K<0.01%013F-HR/ATimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.