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First Trust Multi-Manager SM (MMSC)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Manchester Financial Inc
DECREASED
Shares224,373 from 230,816
Change-6,443 (-3%)
Value$6.0M (-$815.4K)
Filed 2026-10-15
Commonwealth Equity Services, LLC
INCREASED
Shares65,491 from 58,941
Change+6,550 (+11%)
Value$1.8M (+$11.2K)
Filed 2026-11-02
Advisor Resource Council
INCREASED
Shares52,299 from 35,025
Change+17,274 (+49%)
Value$1.4M (+$416.6K)
Filed 2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED
Shares36,694 from 38,465
Change-1,771 (-5%)
Value$982.0K (-$155.0K)
Filed 2026-11-02
Vann Equity Management LLC
INCREASED
Shares7,837 from 7,681
Change+156 (+2%)
Value$209.8K (-$17.2K)
Filed 2026-10-08
Arvest Investments, Inc.
UNCHANGED
Shares2,035 from 2,035
Change0 (0%)
Value$54.5K (-$5.7K)
Filed 2026-10-21
Truist Financial Corp
CLOSED
Shares0 from 8,345
Change-8,345 (-100%)
Value$0 (-$246.6K)
Filed 2026-10-30
Trinity Legacy Partners, LLC
N/A
Shares— from 441,921
Change-441,921 (-100%)
Value—
Jaffetilchin Investment Partners, LLC
N/A
Shares— from 283,251
Change-283,251 (-100%)
Value—
Cetera Investment Advisers
N/A
Shares— from 157,170
Change-157,170 (-100%)
Value—
Brookwood Investment Group LLC
N/A
Shares— from 47,338
Change-47,338 (-100%)
Value—
Osaic Holdings, Inc.
N/A
Shares— from 42,518
Change-42,518 (-100%)
Value—
Tower Research Capital LLC (TRC)
N/A
Shares— from 25,395
Change-25,395 (-100%)
Value—
Tidal Investments LLC
N/A
Shares— from 19,428
Change-19,428 (-100%)
Value—
OneDigital Investment Advisors LLC
N/A
Shares— from 12,315
Change-12,315 (-100%)
Value—
Aptus Capital Advisors, LLC
N/A
Shares— from 8,849
Change-8,849 (-100%)
Value—
UBS Group AG
N/A
Shares— from 129
Change-129 (-100%)
Value—
Vanguard Advisers Inc
N/A
Shares— from 72
Change-72 (-100%)
Value—
Status
Manchester Financial Inc
DECREASED224,373230,816-6,443-3%$6.8M$6.0M-$815.4K2026-10-15
Commonwealth Equity Services, LLC
INCREASED65,49158,941+6,550+11%$1.7M$1.8M+$11.2K2026-11-02
Advisor Resource Council
INCREASED52,29935,025+17,274+49%$1.0M$1.4M+$416.6K2026-11-05
Cambridge Investment Research Advisors, Inc.
DECREASED36,69438,465-1,771-5%$1.1M$982.0K-$155.0K2026-11-02
Vann Equity Management LLC
INCREASED7,8377,681+156+2%$227.0K$209.8K-$17.2K2026-10-08
Arvest Investments, Inc.
UNCHANGED2,0352,03500%$60.1K$54.5K-$5.7K2026-10-21
Truist Financial Corp
CLOSED08,345-8,345-100%$246.6K$0-$246.6K2026-10-30
Trinity Legacy Partners, LLC
N/A—441,921-441,921-100%$12.3M———
Jaffetilchin Investment Partners, LLC
N/A—283,251-283,251-100%$8.4M———
Cetera Investment Advisers
N/A—157,170-157,170-100%$4.6M———
Brookwood Investment Group LLC
N/A—47,338-47,338-100%$1.4M———
Osaic Holdings, Inc.
N/A—42,518-42,518-100%$1.3M———
Tower Research Capital LLC (TRC)
N/A—25,395-25,395-100%$750.6K———
Tidal Investments LLC
N/A—19,428-19,428-100%$574.2K———
OneDigital Investment Advisors LLC
N/A—12,315-12,315-100%$364.0K———
Aptus Capital Advisors, LLC
N/A—8,849-8,849-100%$261.5K———
UBS Group AG
N/A—129-129-100%$3.8K———
Vanguard Advisers Inc
N/A—72-72-100%$2.1K———
Showing 18 of 18 institutions