Envestnet Asset Management’s First Trust Multi-Manager Small Cap Opportunities ETF MMSC Stock Holding History

Envestnet Asset Management’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 Q1	–	Sell	-26,998	Closed	-$646K	–	4780
2025 Q4	$646K	Sell	26,998 -1,236	-4%	-$29.6K	﹤0.01%	3529
2025 Q3	$657K	Buy	28,234 +12,399	+78%	+$268K	﹤0.01%	3576
2025 Q2	$327K	Sell	15,835 -3,828	-19%	-$72.3K	﹤0.01%	3969
2025 Q1	$357K	Sell	19,663 -2,825	-13%	-$57.2K	﹤0.01%	3824
2024 Q4	$466K	Buy	+22,488	New	+$482K	﹤0.01%	3619

Other funds holding MMSC

TLP

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

JIP

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

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

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

BIG

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

ARC

Advisor Resource Council Dallas, Texas $309M AUM 22.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TRCT

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

Envestnet Asset Management's MMSC Position: Q1 2026 in Review

Envestnet Asset Management sold out of First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) in Q1 2026, closing a stake of 26,998 shares — an estimated $646K sold.

Envestnet Asset Management first reported a position in MMSC in Q4 2024 and held it in 5 quarters. The position peaked at $657K in Q3 2025. 17 funds tracked by Wall St. Rank hold MMSC as of Q1 2026.

Envestnet Asset Management reported no remaining First Trust Multi-Manager Small Cap Opportunities ETF position as of Q1 2026 after selling out during the quarter.
Envestnet Asset Management sold 26,998 First Trust Multi-Manager Small Cap Opportunities ETF shares in Q1 2026, an estimated $646K.
Envestnet Asset Management first reported a position in First Trust Multi-Manager Small Cap Opportunities ETF in Q4 2024 and held it in 5 quarters.
Envestnet Asset Management's First Trust Multi-Manager Small Cap Opportunities ETF position peaked at $657K in Q3 2025.
17 funds tracked by Wall St. Rank held First Trust Multi-Manager Small Cap Opportunities ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.