FIRST TRUST MULTI-MANAGER SM (MMSC) Institutional Ownership Changes & 13F Activity
FIRST TRUST MULTI-MANAGER SM (MMSC). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Manchester Financial Inc, Trinity Legacy Partners, Llc, Osaic Holdings, Inc., Cetera Investment Advisers, and Onedigital Investment Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Jaffetilchin Investment Partners, Llc | Sell | -2,061 | -0.7% | 283,251 | $8.37M | Q2 2026 | Oct 20, 2026 |
| Osaic Holdings, Inc. | Buy | +14,818 | +53.5% | 42,518 | $1.26M | Q2 2026 | Aug 14, 2026 |
| Ubs Group Ag | Buy | +129 | — | 129 | $3.81K | Q2 2026 | Aug 13, 2026 |
| Vanguard Advisers Inc | Buy | +72 | — | 72 | $2.13K | Q2 2026 | Aug 13, 2026 |
| Tidal Investments Llc | Sell | -69 | -0.4% | 19,428 | $574.21K | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | Buy | +13,282 | +9.2% | 157,170 | $4.65M | Q2 2026 | Aug 12, 2026 |
| Aptus Capital Advisors, Llc | Buy | +4,200 | +90.3% | 8,849 | $261.54K | Q2 2026 | Aug 12, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +2,545 | +11.1% | 25,395 | $750.56K | Q2 2026 | Aug 11, 2026 |
| Onedigital Investment Advisors Llc | Buy | +12,315 | — | 12,315 | $363.98K | Q2 2026 | Aug 07, 2026 |
| Vann Equity Management Llc | Sell | -1,223 | -13.7% | 7,681 | $227.02K | Q2 2026 | Aug 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | Sell | -2 | -0.0% | 38,465 | $1.14K | Q2 2026 | Jul 30, 2026 |
| Commonwealth Equity Services, Llc | Buy | +9,310 | +18.8% | 58,941 | $1.74M | Q2 2026 | Jul 29, 2026 |
| Advisor Resource Council | Buy | +5,223 | +17.5% | 35,025 | $1.01M | Q2 2026 | Jul 28, 2026 |
| Truist Financial Corp | Sell | -976 | -10.5% | 8,345 | $246.64K | Q2 2026 | Jul 28, 2026 |
| Trinity Legacy Partners, Llc | Sell | -18,362 | -4.0% | 441,921 | $12.34M | Q2 2026 | Jul 24, 2026 |
| Brookwood Investment Group Llc | Sell | -7,679 | -14.0% | 47,338 | $1.40M | Q2 2026 | Jul 23, 2026 |
| Manchester Financial Inc | Sell | -23,767 | -9.3% | 230,816 | $6.82M | Q2 2026 | Jul 17, 2026 |
| Arvest Investments, Inc. | Buy | +459 | +29.1% | 2,035 | $60.15K | Q2 2026 | Jul 17, 2026 |
| Advisory Services Network, Llc | Sell | -1,065 | -100.0% | 0 | $0.00 | Q2 2026 | May 15, 2026 |
| Anfield Capital Management, Llc | Sell | -68 | -100.0% | 0 | $0.00 | Q2 2026 | May 12, 2026 |
Frequently asked questions about MMSC activity
Which institutional owners are buying MMSC?
Institutional owners buying MMSC include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MMSC activity?
"Buy" means an investor increased their reported position in MMSC compared to the prior reporting period. This reflects growing exposure to FIRST TRUST MULTI-MANAGER SM (MMSC) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MMSC increasing?
Institutional interest in MMSC can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.