Purchases and Sales Made in Q1 2024 in First Trust Mid Cap Value Alph (FNK)
This table provides information about the institutional ownership of First Trust Mid Cap Value Alph (FNK) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST MID CAP VALUE ALPH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.2KNew |
$2.67M - $2.99M
|
55.2K
$2.92M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19K+ 197.3% |
$921K - $1.03M
|
28.6K
$1.51M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1KNew |
$733K - $819K
|
15.1K
$800K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
14.5K+ 21.64% |
$704K - $787K
|
81.6K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.2K+ 43.17% |
$590K - $659K
|
40.4K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10K+ 538.83% |
$486K - $543K
|
11.9K
$629K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.24K+ 25.86% |
$254K - $283K
|
25.5K
$1.35M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.73KNew |
$229K - $256K
|
4.73K
$250K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.4KNew |
$213K - $238K
|
4.4K
$232K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.29K+ 2.04% |
$208K - $232K
|
215K
$11.4M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.29K+ 2.04% |
$208K - $232K
|
215K
$11.4M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.71K+ 6.82% |
$180K - $201K
|
58K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.06K+ 26.93% |
$99.9K - $112K
|
9.72K
$514K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.04K+ 5.81% |
$98.9K - $110K
|
37.1K
$1.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.51K+ 4.25% |
$72.9K - $81.5K
|
36.9K
$1.95M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.28K+ 32.09% |
$61.8K - $69.1K
|
5.25K
$278K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
720+ 1.26% |
$34.9K - $39K
|
58.1K
$3.07M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
688+ 2.81% |
$33.3K - $37.3K
|
25.1K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
480New |
$23.3K - $26K
|
480
$25.4K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
422New |
$20.5K - $22.9K
|
422
$22.3K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
279New |
$13.5K - $15.1K
|
279
$14.8K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
278New |
$13.5K - $15.1K
|
278
$14.7K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
270New |
$13.1K - $14.6K
|
270
$14.3K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$9.69K - $10.8K
|
200
$10.6K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
94+ 1.76% |
$4.56K - $5.09K
|
5.43K
$287K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
41+ 0.19% |
$1.99K - $2.22K
|
21.8K
$1.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.23% |
$582 - $650
|
5.15K
$272K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
5+ 0.04% |
$242 - $271
|
13.5K
$717K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-16- 0.07% |
$775 - $866
|
22.1K
$1.17M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-43- 0.63% |
$2.08K - $2.33K
|
6.73K
$356K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-134- 1.32% |
$6.49K - $7.26K
|
10K
$531K
|
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-202- 44.59% |
$9.79K - $10.9K
|
251
$13.3K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-506- 2.78% |
$24.5K - $27.4K
|
17.7K
$937K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-900- 1.09% |
$43.6K - $48.7K
|
81.6K
$4.32M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.2K- 1.95% |
$58.3K - $65.2K
|
60.7K
$3.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.94K- 22.38% |
$94.2K - $105K
|
6.74K
$357K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.85K- 6.38% |
$186K - $208K
|
56.5K
$2.99M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.01K- 27.93% |
$243K - $271K
|
12.9K
$684K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-9.82K- 14.16% |
$476K - $532K
|
59.5K
$3.15M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-11.4K- 3.86% |
$554K - $619K
|
285K
$15.1M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-13.5K- 16.36% |
$655K - $732K
|
69.1K
$3.65M
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-13.8K- 1.04% |
$667K - $745K
|
1.3M
$68.9M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.5K- 23.58% |
$996K - $1.11M
|
66.6K
$3.52M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-28.6K- 9.2% |
$1.39M - $1.55M
|
282K
$14.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.1K- 14.38% |
$1.75M - $1.95M
|
215K
$11.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-187K- 97.77% |
$9.07M - $10.1M
|
4.26K
$225K
|