First Trust Multi-Manager SMMMSCETF
13F holders, Q4 2024 (December 31)15holders +5
4new positions
0sold out
1famous investor
$20.74avg. 13F price*
At the end of Q4 2024, 15 institutions reported holding First Trust Multi-Manager SM (MMSC) in their 13F filings, up 5 from Q3 2024. 4 opened new positions and 0 sold out. The largest holders were Manchester Financial Inc. ($5.7M), Trinity Legacy Partners, LLC ($3.6M) and Jaffetilchin Investment Partners, LLC ($3.5M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Multi-Manager SM
- CUSIP
- 33740U794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $1.7M |
| Exits | 0 | $0 |
All 13F filers, Q3 2024 → Q4 2024: 125,476 shares bought and 29,492 shares sold, net +95,984 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 15 holders
| Manchester Financial Inc. | 1.25% | Reduce -0.6% | 276,314 | $5.7M |
| Trinity Legacy Partners, LLC | 0.92% | Add +9.3% | 171,804 | $3.6M |
| Jaffetilchin Investment Partners, LLC | 0.25% | Add +5.1% | 168,691 | $3.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.4% | 167,691 | $3.5M |
| Citadel Advisors | 0.00% | New | 34,782 | $721K |
| Clarus Wealth Advisors | 0.32% | Reduce -2.9% | 30,883 | $642K |
| Comprehensive Financial Planning, Inc. | 0.46% | — | 26,280 | $545K |
| Cetera Investment Advisers | 0.00% | Add +79.8% | 25,637 | $532K |
| Envestnet Asset Management Inc. | 0.00% | New | 22,488 | $466K |
| Truist Financial Corp. | 0.00% | New | 19,303 | $400K |
| Impact Partnership Wealth, LLC | 0.05% | No change | 12,836 | $266K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -73.3% | 9,779 | $203K |
| Aptus Capital Advisors, LLC | 0.00% | New | 4,649 | $96K |
| 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.