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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
278
shares
|
$13,861
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
273
shares
|
$13,611
0.0% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
217
shares
|
$10,819
0.0% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
200
shares
|
$9,972
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
165
shares
|
$8,226
0.0% of portfolio
|
Q1 2025
Reduced 62.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
158
shares
|
$7,877
0.0% of portfolio
|
Q1 2025
Reduced 36.03%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
107
shares
|
$5,335
0.0% of portfolio
|
Q4 2024
Reduced 68.99%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
101
shares
|
$5,035
0.0% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
90
shares
|
$4,487
0.0% of portfolio
|
Q4 2023
Added 500.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
67
shares
|
$3,340
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
50
shares
|
$2,493
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
26
shares
|
$1,296
0.0% of portfolio
|
Q3 2024
Reduced 89.64%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
24
shares
|
$1,196
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|