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 60 institutions that hold shares in the stock, with a total of 2.94 Million shares, which have been reported (via 13F filing form) to have a value of $164 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
124
shares
|
$6,931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
107
shares
|
$5,981
0.0% of portfolio
|
Q4 2024
Reduced 68.99%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
101
shares
|
$5,645
0.0% of portfolio
|
Q1 2025
Reduced 49.75%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
94
shares
|
$5,254
0.0% of portfolio
|
Q2 2025
Reduced 69.48%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
90
shares
|
$5,031
0.0% of portfolio
|
Q4 2023
Added 500.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
67
shares
|
$3,745
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
50
shares
|
$2,795
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
26
shares
|
$1,453
0.0% of portfolio
|
Q3 2024
Reduced 89.64%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
24
shares
|
$1,341
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|