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First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) Institutional Ownership

$29.19 +0.07 (+0.24%)
As of 12:48 PM Eastern

Institutional Ownership Changes (13F Filings) for First Trust Multi-Manager Small Cap Opportunities ETF (NYSEARCA:MMSC)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$11.99M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$1.28M
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MMSC Institutional Buying and Selling by Quarter

First Trust Multi-Manager Small Cap Opportunities ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2026 Cetera Investment Advisers143,888$3.41M0.0%+96.5%7.994%
4/23/2026 Manchester Financial Inc.254,583$6.04M1.2%-2.6%14.144%
2/17/2026 Cetera Investment Advisers73,237$1.75M0.0%+196.4%4.439%
2/17/2026Osaic Holdings Inc.6,769$162K0.0%+57.5%0.410%
2/13/2026 Kestra Advisory Services LLC2,086$50K0.0%N/A0.126%
2/12/2026 Commonwealth Equity Services LLC12,233$293K0.0%+29.7%0.741%
2/12/2026 Manchester Financial Inc.261,336$6.26M1.2%-3.0%15.839%
2/2/2026 Truist Financial Corp14,976$359K0.0%-4.9%0.936%
1/26/2026 Trinity Legacy Partners LLC459,108$10.99M2.5%+139.9%28.694%
1/22/2026 Brookwood Investment Group LLC39,965$957K0.1%N/A2.578%
1/15/2026Jaffetilchin Investment Partners LLC299,412$7.17M0.4%+0.9%19.317%
11/20/2025Centaurus Financial Inc.7,000$163K0.0%N/A0.560%
11/18/2025 Advisory Services Network LLC1,711$40K0.0%N/A0.137%
11/17/2025Citadel Advisors LLC8,832$205K0.0%N/A0.707%
11/14/2025 Tower Research Capital LLC TRC 35,525$826K0.0%-48.2%2.842%
11/5/2025 Envestnet Asset Management Inc.28,234$657K0.0%+78.3%2.259%
11/4/2025 Trinity Legacy Partners LLC191,373$4.66M1.1%+0.5%15.310%
10/15/2025 Manchester Financial Inc.269,281$6.26M1.3%-2.2%22.440%
8/15/2025 Tower Research Capital LLC TRC 68,568$1.42M0.0%+140.9%5.714%
8/12/2025Jaffetilchin Investment Partners LLC296,289$6.12M0.4%+38.9%24.691%
8/8/2025 Cetera Investment Advisers31,398$648K0.0%-14.2%2.617%
8/1/2025 Brookwood Investment Group LLC15,932$329K0.1%-79.3%1.328%
8/1/2025 Envestnet Asset Management Inc.15,835$327K0.0%-19.5%1.320%
7/29/2025 Manchester Financial Inc.275,405$5.69M1.2%-1.6%22.950%
7/21/2025 Trinity Legacy Partners LLC190,345$3.94M1.0%+0.4%15.862%
5/14/2025Trinity Legacy Partners LLC189,586$3.68M0.9%+10.4%14.584%
5/6/2025Cetera Investment Advisers36,610$666K0.0%+42.8%2.816%
5/6/2025Brookwood Investment Group LLC77,081$1.40M0.2%N/A5.929%
4/29/2025Envestnet Asset Management Inc.19,663$357K0.0%-12.6%1.457%
4/24/2025Jaffetilchin Investment Partners LLC213,298$3.88M0.3%+26.4%15.800%
4/22/2025Cambridge Investment Research Advisors Inc.57,610$1.05M0.0%-65.6%4.267%
2/17/2025Cetera Investment Advisers25,637$532K0.0%+79.8%3.944%
2/17/2025Citadel Advisors LLC34,782$721K0.0%N/A5.351%
2/17/2025Aptus Capital Advisors LLC4,649$96K0.0%N/A0.715%
2/14/2025Tower Research Capital LLC TRC9,779$203K0.0%-73.3%1.504%
2/13/2025Jaffetilchin Investment Partners LLC168,691$3.50M0.3%+5.1%25.952%
2/13/2025Envestnet Asset Management Inc.22,488$466K0.0%N/A3.460%
2/3/2025Trinity Legacy Partners LLC171,804$3.56M0.9%+9.3%26.431%
1/31/2025Truist Financial Corp19,303$400K0.0%N/A2.970%
1/30/2025Manchester Financial Inc.276,314$5.73M1.3%-0.6%42.510%
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1/29/2025Comprehensive Financial Planning Inc. PA26,280$545K0.5%N/A4.043%
1/14/2025Clarus Wealth Advisors30,883$642K0.3%-2.9%4.751%
11/4/2024Jaffetilchin Investment Partners LLC160,521$3.30M0.2%-5.7%24.695%
10/31/2024Trinity Legacy Partners LLC157,223$3.31M0.8%+29.9%24.188%
10/24/2024Manchester Financial Inc.277,984$5.72M1.2%+1.9%42.767%
10/23/2024Impact Partnership Wealth LLC12,836$264K0.1%N/A1.975%
8/15/2024Trinity Legacy Partners LLC121,002$2.34M0.7%+2.7%18.616%
7/30/2024Jaffetilchin Investment Partners LLC170,306$3.29M0.3%+1.6%26.201%
7/26/2024Cambridge Investment Research Advisors Inc.153,063$2.96M0.0%+129.9%23.548%
7/17/2024Manchester Financial Inc.272,698$5.27M1.3%N/A41.953%
5/17/2024Jaffetilchin Investment Partners LLC167,656$3.28M0.3%-31.2%25.793%
4/24/2024Trinity Legacy Partners LLC117,869$2.30M0.7%+60.1%18.134%
4/11/2024Clarus Wealth Advisors32,024$609K0.3%-16.7%4.927%
1/22/2024Clarus Wealth Advisors38,454$647K0.4%N/A8.545%
10/11/2023Trinity Legacy Partners LLC72,549$1.12M0.4%+374.4%16.122%
7/28/2023Wagner Wealth Management LLC5,951$96K0.0%-10.0%1.488%
7/10/2023Trinity Legacy Partners LLC15,293$247K0.1%N/A3.823%
7/10/2023Clarus Wealth Advisors39,654$626K0.4%+14.3%9.914%
5/11/2023Jaffetilchin Investment Partners LLC189,780$2.86M0.3%N/A54.223%
5/9/2023Tower Research Capital LLC TRC22,322$337K0.0%+336.5%6.378%
4/10/2023Clarus Wealth Advisors34,689$509K0.3%+7.7%23.126%
1/12/2023Clarus Wealth Advisors32,199$472K0.3%+18.0%21.466%
10/11/2022Clarus Wealth Advisors27,281$387K0.3%N/A18.187%


MMSC Institutional Ownership - Frequently Asked Questions

During the previous two years, 19 institutional investors and hedge funds held shares of First Trust Multi-Manager Small Cap Opportunities ETF. The most heavily invested institutionals were Trinity Legacy Partners LLC ($10.99M), Jaffetilchin Investment Partners LLC ($7.17M), Manchester Financial Inc. ($6.04M), Cetera Investment Advisers ($3.41M), Cambridge Investment Research Advisors Inc. ($1.05M), Brookwood Investment Group LLC ($957K), and Tower Research Capital LLC TRC ($826K).Learn more on First Trust Multi-Manager Small Cap Opportunities ETF's institutional investors.

Of the 17 institutional investors that purchased First Trust Multi-Manager Small Cap Opportunities ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Trinity Legacy Partners LLC ($341.24K), Cetera Investment Advisers ($141.53K), Jaffetilchin Investment Partners LLC ($138.46K), Brookwood Investment Group LLC ($117.05K), Citadel Advisors LLC ($43.61K), Tower Research Capital LLC TRC ($40.11K), and Envestnet Asset Management Inc. ($34.89K).

Institutional investors have bought a total of 508,003 shares in the last 24 months. This purchase volume represents approximately $11.99M in transactions.

The following institutional investors have sold First Trust Multi-Manager Small Cap Opportunities ETF stock in the last 24 months: Tower Research Capital LLC TRC ($33.04K), Manchester Financial Inc. ($20.82K), and Truist Financial Corp ($774.00).

Institutional investors have sold a total of 54,639 shares in the last 24 months. This volume of shares sold represents approximately $1.28M in transactions.



Institutional ownership data for NYSEARCA:MMSC is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 5/13/2026. New 13F filings are added each quarter as they're published.
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