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Wagner Wealth Management (South Carolina)’s First Trust Multi-Manager Small Cap Opportunities ETF MMSC Stock Holding History

Wagner Wealth Management (South Carolina)’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
2024
Q1 		– Sell
-5,951
Closed -$101K – 268
2023
Q4 		$101K Hold
5,951
– – 0.03% 135
2023
Q3 		$91.5K Hold
5,951
– – 0.03% 128
2023
Q2 		$96.2K Sell
5,951
-661
-10% -$10.1K 0.04% 124
2023
Q1 		$99.7K Hold
6,612
– – 0.05% 128
2022
Q4 		$94.9K Hold
6,612
– – 0.06% 135
2022
Q3 		$93K Buy
+6,612
New +$99.6K 0.07% 156

Other funds holding MMSC

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
TLP
Trinity Legacy Partners Houston, Texas $500M AUM 23.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s MMSC Position: Q1 2024 in Review

Wagner Wealth Management (South Carolina) sold out of First Trust Multi-Manager Small Cap Opportunities ETF (MMSC) in Q1 2024, closing a stake of 5,951 shares — an estimated $101K sold.

Wagner Wealth Management (South Carolina) first reported a position in MMSC in Q3 2022 and held it in 6 quarters. The position peaked at $101K in Q4 2023. 7 funds tracked by Wall St. Rank hold MMSC as of Q1 2024.

  • Wagner Wealth Management (South Carolina) reported no remaining First Trust Multi-Manager Small Cap Opportunities ETF position as of Q1 2024 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 5,951 First Trust Multi-Manager Small Cap Opportunities ETF shares in Q1 2024, an estimated $101K.
  • Wagner Wealth Management (South Carolina) first reported a position in First Trust Multi-Manager Small Cap Opportunities ETF in Q3 2022 and held it in 6 quarters.
  • Wagner Wealth Management (South Carolina)'s First Trust Multi-Manager Small Cap Opportunities ETF position peaked at $101K in Q4 2023.
  • 7 funds tracked by Wall St. Rank held First Trust Multi-Manager Small Cap Opportunities ETF as of Q1 2024.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2024, filed 23 Apr 2024.