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 57 institutions that hold shares in the stock, with a total of 2.87 Million shares, which have been reported (via 13F filing form) to have a value of $154 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
94
shares
|
$5,038
0.0% of portfolio
|
Q2 2025
Reduced 69.48%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
90
shares
|
$4,824
0.0% of portfolio
|
Q4 2023
Added 500.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
67
shares
|
$3,591
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
50
shares
|
$2,680
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
26
shares
|
$1,393
0.0% of portfolio
|
Q3 2024
Reduced 89.64%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
24
shares
|
$1,286
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
|