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Brookwood Investment Group’s First Trust Multi-Manager Small Cap Opportunities ETF MMSC Stock Holding History

Brookwood Investment Group’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
2026
Q2 		$1.4M Sell
47,338
-7,679
-14% -$209K 0.16% 137
2026
Q1 		$1.3M Buy
55,017
+15,052
+38% +$376K 0.16% 144
2025
Q4 		$957K Buy
+39,965
New +$956K 0.11% 176
2025
Q3 		– Sell
-15,932
Closed -$329K – 527
2025
Q2 		$329K Sell
15,932
-61,149
-79% -$1.16M 0.05% 314
2025
Q1 		$1.4M Buy
+77,081
New +$1.56M 0.24% 75

Other funds holding MMSC

TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ARC
Advisor Resource Council Dallas, Texas $355M AUM 30.05% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

Brookwood Investment Group's MMSC Position: Q2 2026 in Review

Brookwood Investment Group reduced its First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) stake by 14% in Q2 2026, selling an estimated $209K and leaving 47,338 shares worth $1.4M. The position accounts for 0.16% of the portfolio, ranked #137.

Brookwood Investment Group first reported a position in MMSC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.4M in Q1 2025. 18 funds tracked by Wall St. Rank hold MMSC as of Q2 2026.

  • Brookwood Investment Group held 47,338 shares of First Trust Multi-Manager Small Cap Opportunities ETF worth $1.4M as of Q2 2026.
  • Brookwood Investment Group sold 7,679 First Trust Multi-Manager Small Cap Opportunities ETF shares in Q2 2026, an estimated $209K.
  • First Trust Multi-Manager Small Cap Opportunities ETF made up 0.16% of Brookwood Investment Group's portfolio in Q2 2026, its #137 holding.
  • Brookwood Investment Group first reported a position in First Trust Multi-Manager Small Cap Opportunities ETF in Q1 2025 and has held it in 5 quarters since.
  • Brookwood Investment Group's First Trust Multi-Manager Small Cap Opportunities ETF position peaked at $1.4M in Q1 2025.
  • 18 funds tracked by Wall St. Rank held First Trust Multi-Manager Small Cap Opportunities ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.