Institutional Ownership First Trust Mid Cap Value Alph (FNK)
This table provides information about the institutional ownership of First Trust Mid Cap Value Alph (FNK). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 3.1 Million shares, which have been reported (via 13F filing form) to have a value of $155 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Investment Management Inc
Scottsdale, AZ |
May 09, 2025 Q1 2025 |
1,345,865
shares
|
$67.1 Million
8.91% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
254,934
shares
|
$12.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
254,085
shares
|
$12.7 Million
0.0% of portfolio
|
Q1 2025
Added 2.2%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
227,304
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
102,777
shares
|
$5.12 Million
0.0% of portfolio
|
Q1 2025
Added 93.01%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
102,137
shares
|
$5.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
68,053
shares
|
$3.39 Million
0.01% of portfolio
|
Q1 2025
Added 70.76%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
65,388
shares
|
$3.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
55,317
shares
|
$2.76 Million
0.0% of portfolio
|
Q3 2024
Added 1.27%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
48,898
shares
|
$2.44 Million
0.0% of portfolio
|
Q1 2025
Added 220.39%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
41,506
shares
|
$2.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
41,190
shares
|
$2.05 Million
0.0% of portfolio
|
Q4 2024
Reduced 19.2%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
40,377
shares
|
$2.01 Million
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
33,596
shares
|
$1.68 Million
0.03% of portfolio
|
Q2 2024
Reduced 40.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
33,087
shares
|
$1.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 8.43%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
32,264
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
25,611
shares
|
$1.28 Million
0.0% of portfolio
|
Q1 2025
Added 8.66%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
21,166
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Added 200.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
20,999
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,747
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
20,033
shares
|
$998,845
0.0% of portfolio
|
Q1 2025
Reduced 51.47%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
19,552
shares
|
$974,862
0.44% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
19,525
shares
|
$973,516
0.07% of portfolio
|
Q4 2023
Reduced 5.79%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
18,500
shares
|
$922,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
17,359
shares
|
$865,519
0.03% of portfolio
|
Q4 2020
Reduced 84.91%
|