First Trust Multi-Manager SMMMSCETF
13F holders, Q2 2025 (June 30)14holders −3
1new positions
4sold out
$20.65avg. 13F price*
At the end of Q2 2025, 14 institutions reported holding First Trust Multi-Manager SM (MMSC) in their 13F filings, down 3 from Q1 2025. 1 opened new positions and 4 sold out. The largest holders were Jaffetilchin Investment Partners, LLC ($6.1M), Manchester Financial Inc. ($5.7M) and Trinity Legacy Partners, LLC ($3.9M).
- Company
- First Trust Multi-Manager SM
- CUSIP
- 33740U794
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $216K |
| Exits | 4 | $636K |
All 13F filers, Q1 2025 → Q2 2025: 134,461 shares bought and 122,808 shares sold, net +11,653 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Jaffetilchin Investment Partners, LLC | 0.40% | Add +38.9% | 296,289 | $6.1M |
| Manchester Financial Inc. | 1.19% | Reduce -1.6% | 275,405 | $5.7M |
| Trinity Legacy Partners, LLC | 0.96% | Add +0.4% | 190,345 | $3.9M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +140.9% | 68,568 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -20.3% | 45,902 | $948K |
| Cetera Investment Advisers | 0.00% | Reduce -14.2% | 31,398 | $648K |
| Brookwood Investment Group LLC | 0.05% | Reduce -79.3% | 15,932 | $329K |
| Truist Financial Corp. | 0.00% | Add +0.1% | 15,835 | $327K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -19.5% | 15,835 | $327K |
| Susquehanna International Group, LLP | 0.00% | Reduce -12.3% | 10,545 | $218K |
| Commonwealth Equity Services, LLC | 0.00% | New | 10,461 | $216K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 4,649 | $96K |
| Osaic Holdings, Inc. | 0.00% | Add +5.0% | 2,573 | $53K |
| Bank of Montreal | 0.00% | No change | 1,484 | $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.