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

Jaffetilchin Investment Partners’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	$6.76M	Sell	285,312 -14,100	-5%	-$352K	0.4%	48
2025 Q4	$7.17M	Buy	299,412 +2,693	+0.9%	+$64.4K	0.42%	43
2025 Q3	$6.9M	Buy	296,719 +430	+0.1%	+$9.31K	0.41%	43
2025 Q2	$6.12M	Buy	296,289 +82,991	+39%	+$1.57M	0.4%	42
2025 Q1	$3.88M	Buy	213,298 +44,607	+26%	+$903K	0.28%	59
2024 Q4	$3.5M	Buy	168,691 +8,170	+5%	+$175K	0.25%	66
2024 Q3	$3.3M	Sell	160,521 -9,785	-6%	-$192K	0.25%	66
2024 Q2	$3.29M	Buy	170,306 +2,650	+2%	+$50.5K	0.28%	59
2024 Q1	$3.28M	Sell	167,656 -76,110	-31%	-$1.38M	0.29%	59
2023 Q4	$4.15M	Buy	243,766 +4,834	+2%	+$75.1K	0.41%	52
2023 Q3	$3.67M	Buy	238,932 +87	+0%	+$1.4K	0.41%	50
2023 Q2	$3.86M	Buy	238,845 +49,065	+26%	+$747K	0.41%	51
2023 Q1	$2.86M	Buy	+189,780	New	+$2.86M	0.33%	60

Other funds holding MMSC

TLP

Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 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 $888M AUM 32.21% 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

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Jaffetilchin Investment Partners's MMSC Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) stake by 4.7% in Q1 2026, selling an estimated $352K and leaving 285,312 shares worth $6.76M. The position accounts for 0.4% of the portfolio, ranked #48.

Jaffetilchin Investment Partners first reported a position in MMSC in Q1 2023 and has held it in 13 quarters since. The position peaked at $7.17M in Q4 2025. 17 funds tracked by Wall St. Rank hold MMSC as of Q1 2026.

Jaffetilchin Investment Partners held 285,312 shares of First Trust Multi-Manager Small Cap Opportunities ETF worth $6.76M as of Q1 2026.
Jaffetilchin Investment Partners sold 14,100 First Trust Multi-Manager Small Cap Opportunities ETF shares in Q1 2026, an estimated $352K.
First Trust Multi-Manager Small Cap Opportunities ETF made up 0.4% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #48 holding.
Jaffetilchin Investment Partners first reported a position in First Trust Multi-Manager Small Cap Opportunities ETF in Q1 2023 and has held it in 13 quarters since.
Jaffetilchin Investment Partners's First Trust Multi-Manager Small Cap Opportunities ETF position peaked at $7.17M in Q4 2025.
17 funds tracked by Wall St. Rank held First Trust Multi-Manager Small Cap Opportunities ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.