Comprehensive Financial Planning’s First Trust Multi-Manager Small Cap Opportunities ETF MMSC Stock Holding History

Comprehensive Financial Planning’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 Q1	–	Sell	-26,280	Closed	-$545K	–	351
2024 Q4	$545K	Buy	+26,280	New	+$564K	0.46%	47

Other funds holding MMSC

Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

TLP

Trinity Legacy Partners Houston, Texas $462M AUM 15.55% 1-Year Est. Return

BIG

Brookwood Investment Group Phoenix, Arizona $810M AUM 29.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Comprehensive Financial Planning's MMSC Position: Q1 2025 in Review

Comprehensive Financial Planning sold out of First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) in Q1 2025, closing a stake of 26,280 shares — an estimated $545K sold.

Comprehensive Financial Planning first reported a position in MMSC in Q4 2024 and held it in 1 quarter. The position peaked at $545K in Q4 2024. 17 funds tracked by Wall St. Rank hold MMSC as of Q1 2025.

Comprehensive Financial Planning reported no remaining First Trust Multi-Manager Small Cap Opportunities ETF position as of Q1 2025 after selling out during the quarter.
Comprehensive Financial Planning sold 26,280 First Trust Multi-Manager Small Cap Opportunities ETF shares in Q1 2025, an estimated $545K.
Comprehensive Financial Planning first reported a position in First Trust Multi-Manager Small Cap Opportunities ETF in Q4 2024 and held it in 1 quarter.
Comprehensive Financial Planning's First Trust Multi-Manager Small Cap Opportunities ETF position peaked at $545K in Q4 2024.
17 funds tracked by Wall St. Rank held First Trust Multi-Manager Small Cap Opportunities ETF as of Q1 2025.

Based on Comprehensive Financial Planning's 13F filing for Q1 2025, filed 9 May 2025.