Skip to content

MMSC FIRST TR EXCHNG TRADED FD VI

Follow

MULTI MGR SML CP (fund)

18 managers (18 13F filers) reported a position in MMSC shares at 2025-03-31, 973,568 shares in all. 3 filers opened a position and 2 filers sold out during the quarter.

Managers
18
13F filers
18
New
3
Added
6
Reduced
6
Sold out
2
Shares held by filers
973,568

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 INC279,858$5.09M1.15%+3,54413F-HRTimeline
Jaffetilchin Investment Partners, LLC213,298$3.88M0.28%+44,60713F-HRTimeline
Trinity Legacy Partners, LLC189,586$3.68M0.93%+17,78213F-HRTimeline
Brookwood Investment Group LLC77,081$1.4M0.24%13F-HRTimeline
Cambridge Investment Research Advisors,…57,610$1.05M<0.01%-110,08113F-HRTimeline
Cetera Investment Advisers36,610$666K<0.01%+10,97313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…28,462$517K0.02%+18,68313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC19,663$357K<0.01%-2,82513F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,650$339K<0.01%-16,13213F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP15,813$287K<0.01%-3,49013F-HRTimelineGroup
Impact Partnership Wealth, LLC12,311$224K0.05%-52513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…12,023$219K<0.01%new13F-HRTimelineGroup
Aptus Capital Advisors, LLC4,649$84.5K<0.01%013F-HRTimeline
UBS Group AGin group UBS Group AG2,870$52.2K<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.2,451$44.6K<0.01%+95113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/1,484$27K<0.01%-64513F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.1,149$20.9K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.