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Impact Partnership Wealth’s First Trust Multi-Manager Small Cap Opportunities ETF MMSC Stock Holding History

Impact Partnership Wealth’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
Q2 		– Sell
-12,311
Closed -$224K – 333
2025
Q1 		$224K Sell
12,311
-525
-4% -$10.6K 0.05% 217
2024
Q4 		$266K Hold
12,836
– – 0.05% 223
2024
Q3 		$264K Buy
+12,836
New +$252K 0.06% 193

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
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Impact Partnership Wealth's MMSC Position: Q2 2025 in Review

Impact Partnership Wealth sold out of First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) in Q2 2025, closing a stake of 12,311 shares — an estimated $224K sold.

Impact Partnership Wealth first reported a position in MMSC in Q3 2024 and held it in 3 quarters. The position peaked at $266K in Q4 2024. 14 funds tracked by Wall St. Rank hold MMSC as of Q2 2025.

  • Impact Partnership Wealth reported no remaining First Trust Multi-Manager Small Cap Opportunities ETF position as of Q2 2025 after selling out during the quarter.
  • Impact Partnership Wealth sold 12,311 First Trust Multi-Manager Small Cap Opportunities ETF shares in Q2 2025, an estimated $224K.
  • Impact Partnership Wealth first reported a position in First Trust Multi-Manager Small Cap Opportunities ETF in Q3 2024 and held it in 3 quarters.
  • Impact Partnership Wealth's First Trust Multi-Manager Small Cap Opportunities ETF position peaked at $266K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held First Trust Multi-Manager Small Cap Opportunities ETF as of Q2 2025.

Based on Impact Partnership Wealth's 13F filing for Q2 2025, filed 4 Aug 2025.