First Trust Multi-Manager SMMMSCETF
13F holders, Q3 2024 (September 30)10holders
2new positions
2sold out
$20.66avg. 13F price*
At the end of Q3 2024, 10 institutions reported holding First Trust Multi-Manager SM (MMSC) in their 13F filings, unchanged from Q2 2024. 2 opened new positions and 2 sold out. The largest holders were Manchester Financial Inc. ($5.7M), Trinity Legacy Partners, LLC ($3.3M) and Jaffetilchin Investment Partners, LLC ($3.3M).
- Company
- First Trust Multi-Manager SM
- CUSIP
- 33740U794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $558K |
| Exits | 2 | $562K |
All 13F filers, Q2 2024 → Q3 2024: 73,105 shares bought and 60,069 shares sold, net +13,036 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Manchester Financial Inc. | 1.24% | Add +1.9% | 277,984 | $5.7M |
| Trinity Legacy Partners, LLC | 0.85% | Add +29.9% | 157,223 | $3.3M |
| Jaffetilchin Investment Partners, LLC | 0.25% | Reduce -5.8% | 160,521 | $3.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +2.9% | 157,563 | $3.2M |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -36.3% | 36,687 | $755K |
| Clarus Wealth Advisors | 0.33% | Reduce -0.9% | 31,797 | $648K |
| Cetera Investment Advisers | 0.00% | New | 14,262 | $294K |
| Impact Partnership Wealth, LLC | 0.06% | New | 12,836 | $264K |
| Bank of Montreal | 0.00% | No change | 2,129 | $44K |
| Osaic Holdings, Inc. | 0.00% | No change | 1,500 | $31K |
"% of holder's portfolio" is MMSC's weight in each manager's 13F, not the share of First Trust Multi-Manager SM the manager owns.