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 67 institutions that hold shares in the stock, with a total of 3.06 Million shares, which have been reported (via 13F filing form) to have a value of $141 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
367
shares
|
$16,929
0.0% of portfolio
|
Q1 2022
Reduced 24.64%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
359
shares
|
$16,560
0.0% of portfolio
|
Q3 2024
Reduced 37.35%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
318
shares
|
$14,669
0.0% of portfolio
|
Q2 2024
Reduced 93.08%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
278
shares
|
$12,824
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
273
shares
|
$12,593
0.0% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
247
shares
|
$11,394
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
217
shares
|
$10,010
0.0% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
200
shares
|
$9,226
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
107
shares
|
$4,935
0.0% of portfolio
|
Q4 2024
Reduced 68.99%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
101
shares
|
$4,659
0.0% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
94
shares
|
$4,336
0.0% of portfolio
|
Q4 2022
Reduced 90.76%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
90
shares
|
$4,151
0.0% of portfolio
|
Q4 2023
Added 500.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
67
shares
|
$3,090
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
50
shares
|
$2,306
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
34
shares
|
$1,568
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
26
shares
|
$1,199
0.0% of portfolio
|
Q3 2024
Reduced 89.64%
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
24
shares
|
$1,107
0.0% of portfolio
|
Q4 2024
New holding
|