Purchases and Sales Made in Q1 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
100K+ 4943.8% |
$4.9M - $5.59M
|
102K
$5.09M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.5K+ 93.01% |
$2.42M - $2.77M
|
103K
$5.12M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.6K+ 220.39% |
$1.65M - $1.88M
|
48.9K
$2.44M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.2K+ 70.76% |
$1.38M - $1.58M
|
68.1K
$3.39M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
20.5K+ 1.54% |
$1M - $1.14M
|
1.35M
$67.1M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.5KNew |
$906K - $1.03M
|
18.5K
$922K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.1K+ 200.7% |
$692K - $789K
|
21.2K
$1.06M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
11.1K+ 36.94% |
$544K - $621K
|
41.2K
$2.05M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.3KNew |
$504K - $575K
|
10.3K
$514K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.1K+ 208.48% |
$495K - $564K
|
15K
$746K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.91KNew |
$289K - $330K
|
5.91K
$295K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.46K+ 2.2% |
$268K - $305K
|
254K
$12.7M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.6KNew |
$225K - $257K
|
4.6K
$229K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.04K+ 8.66% |
$100K - $114K
|
25.6K
$1.28M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.84K+ 30.86% |
$89.9K - $103K
|
7.79K
$388K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.6K+ 200.0% |
$78.3K - $89.4K
|
2.4K
$120K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
1.4K+ 10.89% |
$68.5K - $78.1K
|
14.3K
$711K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15K+ 114900.0% |
$56.3K - $64.2K
|
1.15K
$57.3K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
691+ 9.67% |
$33.8K - $38.6K
|
7.84K
$391K
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
586+ 3.09% |
$28.7K - $32.7K
|
19.6K
$975K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
353+ 3.34% |
$17.3K - $19.7K
|
10.9K
$545K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
214+ 227.66% |
$10.5K - $12K
|
308
$15.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119+ 0.3% |
$5.83K - $6.65K
|
40.4K
$2.01M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.35% |
$490 - $559
|
2.87K
$143K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
9+ 0.18% |
$441 - $503
|
5.07K
$253K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$49 - $55.9
|
3.98K
$199K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18- 0.35% |
$881 - $1.01K
|
5.07K
$253K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-60- 1.48% |
$2.94K - $3.35K
|
4K
$200K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-89- 36.03% |
$4.36K - $4.97K
|
158
$7.88K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 49.75% |
$4.9K - $5.59K
|
101
$5.04K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-270- 62.07% |
$13.2K - $15.1K
|
165
$8.23K
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-325- 2.47% |
$15.9K - $18.2K
|
12.9K
$641K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-367Closed |
$18K - $20.5K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-691- 2.1% |
$33.8K - $38.6K
|
32.3K
$1.61M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-703- 3.95% |
$34.4K - $39.3K
|
17.1K
$852K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-772- 1.83% |
$37.8K - $43.1K
|
41.5K
$2.07M
|
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-930- 16.1% |
$45.5K - $51.9K
|
4.85K
$242K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-982- 0.43% |
$48.1K - $54.9K
|
227K
$11.3M
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.1K- 10.68% |
$53.9K - $61.4K
|
9.2K
$459K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.51K- 6.69% |
$73.7K - $84.1K
|
21K
$1.05M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.51K- 26.89% |
$73.8K - $84.2K
|
4.1K
$204K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 66.67% |
$78.3K - $89.4K
|
800
$39.9K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.97K- 4.35% |
$146K - $166K
|
65.4K
$3.26M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.05K- 8.43% |
$149K - $170K
|
33.1K
$1.65M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.78K- 23.49% |
$234K - $267K
|
15.6K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.9K- 22.15% |
$289K - $330K
|
20.7K
$1.03M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.83K- 2.61% |
$335K - $382K
|
255K
$12.7M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14K- 69.89% |
$687K - $784K
|
6.05K
$302K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.2K- 51.47% |
$1.04M - $1.19M
|
20K
$999K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-100K- 98.02% |
$4.9M - $5.59M
|
2.03K
$101K
|