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Money Concepts Capital’s First Trust Multi-Manager Small Cap Opportunities ETF MMSC Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-100
Closed -$1.44K – 1944
2022
Q4 		$1.44K Buy
+100
New +$1.47K ﹤0.01% 2796
2022
Q2 		– Sell
-100
Closed -$2K – 2162
2022
Q1 		$2K Buy
+100
New +$1.75K ﹤0.01% 2466

Other funds holding MMSC

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WWMSC
Wagner Wealth Management (South Carolina) Greenville, South Carolina $541M AUM 12.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Money Concepts Capital's MMSC Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) in Q1 2023, closing a stake of 100 shares — an estimated $1.44K sold.

Money Concepts Capital first reported a position in MMSC in Q1 2022 and held it in 2 quarters. The position peaked at $2K in Q1 2022. 7 funds tracked by Wall St. Rank hold MMSC as of Q1 2023.

  • Money Concepts Capital reported no remaining First Trust Multi-Manager Small Cap Opportunities ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 100 First Trust Multi-Manager Small Cap Opportunities ETF shares in Q1 2023, an estimated $1.44K.
  • Money Concepts Capital first reported a position in First Trust Multi-Manager Small Cap Opportunities ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's First Trust Multi-Manager Small Cap Opportunities ETF position peaked at $2K in Q1 2022.
  • 7 funds tracked by Wall St. Rank held First Trust Multi-Manager Small Cap Opportunities ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.