First Trust Multi-Manager SMMMSCETF
13F holders, Q1 2025 (March 31)17holders +2
3new positions
2sold out
1famous investor
$18.42avg. 13F price*
At the end of Q1 2025, 17 institutions reported holding First Trust Multi-Manager SM (MMSC) in their 13F filings, up 2 from Q4 2024. 3 opened new positions and 2 sold out. The largest holders were Manchester Financial Inc. ($5.1M), Jaffetilchin Investment Partners, LLC ($3.9M) and Trinity Legacy Partners, LLC ($3.7M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $292K |
| Exits | 2 | $1.2M |
All 13F filers, Q4 2024 → Q1 2025: 112,582 shares bought and 190,861 shares sold, net −78,279 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 17 holders
| Manchester Financial Inc. | 1.15% | Add +1.3% | 279,858 | $5.1M |
| Jaffetilchin Investment Partners, LLC | 0.28% | Add +26.4% | 213,298 | $3.9M |
| Trinity Legacy Partners, LLC | 0.93% | Add +10.3% | 189,586 | $3.7M |
| Brookwood Investment Group LLC | 0.24% | — | 77,081 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -65.7% | 57,610 | $1.0M |
| Cetera Investment Advisers | 0.00% | Add +42.8% | 36,610 | $666K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +191.1% | 28,462 | $517K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.6% | 19,663 | $357K |
| Citadel Advisors | 0.00% | Reduce -46.4% | 18,650 | $339K |
| Truist Financial Corp. | 0.00% | Reduce -18.1% | 15,813 | $287K |
| Impact Partnership Wealth, LLC | 0.05% | Reduce -4.1% | 12,311 | $224K |
| Susquehanna International Group, LLP | 0.00% | New | 12,023 | $219K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,649 | $85K |
| UBS Group AG | 0.00% | New | 2,870 | $52K |
| Osaic Holdings, Inc. | 0.00% | Add +63.4% | 2,451 | $45K |
| Bank of Montreal | 0.00% | Reduce -30.3% | 1,484 | $27K |
| BlackRock, Inc. | 0.00% | New | 1,149 | $21K |
"% 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.