First Trust Multi-Manager SMMMSCETF

13F holders, Q1 2026 (March 31)
17holders −2
3new positions
6sold out
$24.51avg. 13F price*

At the end of Q1 2026, 17 institutions reported holding First Trust Multi-Manager SM (MMSC) in their 13F filings, down 2 from Q4 2025. 3 opened new positions and 6 sold out. The largest holders were Trinity Legacy Partners, LLC ($12.0M), Jaffetilchin Investment Partners, LLC ($6.8M) and Manchester Financial Inc. ($6.0M).

Company
First Trust Multi-Manager SM
CUSIP
33740U794
Latest filing quarter
Q2 2026

History

Number of 13F holders

05101520 Q1 2024: 7Q1 2024Q2 2024: 10Q2 2024Q3 2024: 10Q3 2024Q4 2024: 15Q4 2024Q1 2025: 17Q1 2025Q2 2025: 14Q2 2025Q3 2025: 14Q3 2025Q4 2025: 19Q4 2025Q1 2026: 17Q1 2026Q2 2026: 17Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions3$64K
Exits6$943K

All 13F filers, Q4 2025 → Q1 2026: 187,385 shares bought and 68,563 shares sold, net +118,822 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 17 holders

Trinity Legacy Partners, LLC 2.61% Add +0.3% 460,283 $12.0M
Jaffetilchin Investment Partners, LLC 0.40% Reduce -4.7% 285,312 $6.8M
Manchester Financial Inc. 1.16% Reduce -2.6% 254,583 $6.0M
Cetera Investment Advisers 0.00% Add +96.5% 143,888 $3.4M
Brookwood Investment Group LLC 0.17% Add +37.7% 55,017 $1.3M
Commonwealth Equity Services, LLC 0.00% Add +305.7% 49,631 $1.2M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -6.5% 38,467 $912K
Advisor Resource Council 0.28% Add +79.2% 29,802 $707K
Osaic Holdings, Inc. 0.00% Add +309.2% 27,700 $657K
Tower Research Capital LLC (TRC) 0.01% Add +724.3% 22,850 $542K
Tidal Investments LLC 0.00% Add +46.9% 19,497 $462K
Truist Financial Corp. 0.00% Reduce -37.8% 9,321 $221K
Vann Equity Management LLC 0.15% — 8,904 $211K
Aptus Capital Advisors, LLC 0.00% No change 4,649 $110K
Arvest Investments, Inc. 0.01% New 1,576 $37K
Advisory Services Network, LLC 0.00% New 1,065 $25K
Anfield Capital Management, LLC 0.00% New 68 $2K

"% 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.