Bank of Montreal
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Bank of Montreal’s First Trust Multi-Manager Small Cap Opportunities ETF MMSC Stock Holding History

Bank of Montreal’s Portfolio MMSC Stock Details MMSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,484
Closed -$30.6K – 3715
2025
Q2 		$30.6K Hold
1,484
– – ﹤0.01% 3225
2025
Q1 		$27K Sell
1,484
-645
-30% -$13.1K ﹤0.01% 3171
2024
Q4 		$44.2K Hold
2,129
– – ﹤0.01% 3132
2024
Q3 		$43.6K Hold
2,129
– – ﹤0.01% 3438
2024
Q2 		$41.1K Buy
+2,129
New +$40.6K ﹤0.01% 3459
2024
Q1 		– Sell
-2,129
Closed -$36.7K – 4165
2023
Q4 		$36.7K Buy
+2,129
New +$33.1K ﹤0.01% 3631
2023
Q3 		– Sell
-1,201
Closed -$19.5K – 4074
2023
Q2 		$19.5K Buy
1,201
+201
+20% +$3.06K ﹤0.01% 3722
2023
Q1 		$15.3K Buy
+1,000
New +$15.1K ﹤0.01% 3564
2022
Q4 		– Sell
-1,000
Closed -$15 – 4175
2022
Q3 		$15 Buy
+1,000
New +$15.1K ﹤0.01% 3833

Other funds holding MMSC

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of Montreal's MMSC Position: Q3 2025 in Review

Bank of Montreal sold out of First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) in Q3 2025, closing a stake of 1,484 shares — an estimated $30.6K sold.

Bank of Montreal first reported a position in MMSC in Q3 2022 and held it in 9 quarters. The position peaked at $44.2K in Q4 2024. 14 funds tracked by Wall St. Rank hold MMSC as of Q3 2025.

  • Bank of Montreal reported no remaining First Trust Multi-Manager Small Cap Opportunities ETF position as of Q3 2025 after selling out during the quarter.
  • Bank of Montreal sold 1,484 First Trust Multi-Manager Small Cap Opportunities ETF shares in Q3 2025, an estimated $30.6K.
  • Bank of Montreal first reported a position in First Trust Multi-Manager Small Cap Opportunities ETF in Q3 2022 and held it in 9 quarters.
  • Bank of Montreal's First Trust Multi-Manager Small Cap Opportunities ETF position peaked at $44.2K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held First Trust Multi-Manager Small Cap Opportunities ETF as of Q3 2025.

Based on Bank of Montreal's 13F filing for Q3 2025, filed 13 Nov 2025.