Purchases and Sales Made in Q2 2022 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 Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
299K+ 310.9% |
$11.8M - $14.2M
|
396K
$20.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
34.1K+ 6400.94% |
$1.34M - $1.61M
|
34.6K
$1.83M
|
|
|
Aug 12, 2022
Q2 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
30.5K+ 8.45% |
$1.2M - $1.44M
|
391K
$20.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27.6KNew |
$1.09M - $1.31M
|
27.6K
$1.46M
|
|
|
Aug 15, 2022
Q2 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
23.7KNew |
$937K - $1.12M
|
23.7K
$1.26M
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
22.8KNew |
$900K - $1.08M
|
22.8K
$1.21M
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
20.6K+ 11887.86% |
$812K - $974K
|
20.7K
$1.1M
|
|
|
Aug 15, 2022
Q2 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.5KNew |
$611K - $733K
|
15.5K
$820K
|
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
15.4KNew |
$609K - $731K
|
15.4K
$817K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
11.7K+ 16.16% |
$464K - $556K
|
84.4K
$4.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.33K+ 74.3% |
$368K - $441K
|
21.9K
$1.16M
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
BUY
|
- |
4.6KNew |
$181K - $218K
|
4.6K
$243K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.61K+ 2.74% |
$63.6K - $76.3K
|
60.4K
$3.19M
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.58K+ 7.31% |
$62.5K - $74.9K
|
23.2K
$1.23M
|
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.49K+ 8.58% |
$58.8K - $70.5K
|
18.8K
$997K
|
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.4K+ 15.79% |
$55.3K - $66.4K
|
10.3K
$544K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
676+ 5.88% |
$26.7K - $32K
|
12.2K
$643K
|
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
641+ 2.42% |
$25.3K - $30.3K
|
27.2K
$1.44M
|
|
|
Aug 12, 2022
Q2 2022
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
515+ 0.6% |
$20.3K - $24.4K
|
86.5K
$4.58M
|
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
400+ 100.0% |
$15.8K - $18.9K
|
800
$42.3K
|
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
284New |
$11.2K - $13.4K
|
284
$15K
|
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1+ 0.02% |
$39.5 - $47.3
|
5.8K
$307K
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
SELL
|
- |
-23- 0.33% |
$908 - $1.09K
|
6.9K
$365K
|
|
|
Aug 04, 2022
Q2 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-51Closed |
$2.01K - $2.41K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-202- 28.69% |
$7.97K - $9.56K
|
502
$26.6K
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-580- 20.19% |
$22.9K - $27.5K
|
2.29K
$121K
|
|
|
Jul 21, 2022
Q2 2022
|
G&S Capital LLC
|
SELL
|
- |
-604- 2.29% |
$23.8K - $28.6K
|
25.7K
$1.36M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-903- 2.18% |
$35.6K - $42.7K
|
40.5K
$2.14M
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-957- 69.3% |
$37.8K - $45.3K
|
424
$22.4K
|
|
|
Aug 12, 2022
Q2 2022
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.12K- 1.11% |
$44.3K - $53.1K
|
100K
$5.31M
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.36KClosed |
$93K - $112K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.63K- 3.09% |
$143K - $172K
|
114K
$6.01M
|
|
|
Aug 12, 2022
Q2 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-3.72K- 1.0% |
$147K - $176K
|
368K
$19.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Tkg Advisors, LLC
|
SELL
|
- |
-3.97K- 33.03% |
$157K - $188K
|
8.05K
$426K
|
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-5.95KClosed |
$235K - $282K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Envestnet Asset Management Inc
|
SELL
|
- |
-7.9KClosed |
$312K - $374K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.14K- 24.37% |
$321K - $386K
|
25.3K
$1.34M
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.2KClosed |
$401K - $481K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-11.9K- 15.97% |
$472K - $566K
|
62.9K
$3.33M
|
|
|
Aug 11, 2022
Q2 2022
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-12.5K- 1.22% |
$492K - $591K
|
1.01M
$53.4M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-13.5KClosed |
$531K - $637K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-13.5K- 64.21% |
$531K - $637K
|
7.5K
$397K
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15K- 48.39% |
$592K - $710K
|
16K
$846K
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-15K- 48.39% |
$592K - $710K
|
16K
$846K
|
|
|
Aug 10, 2022
Q2 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 62.71% |
$878K - $1.05M
|
13.2K
$700K
|
|
|
Aug 02, 2022
Q2 2022
|
Triumph Capital Management
|
SELL
|
- |
-31.9KClosed |
$1.26M - $1.51M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-34K- 17.76% |
$1.34M - $1.61M
|
157K
$8.33M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-61.7K- 40.27% |
$2.43M - $2.92M
|
91.5K
$4.84M
|
|
|
Oct 27, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-162K- 36.95% |
$6.38M - $7.66M
|
276K
$14.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-162K- 36.95% |
$6.38M - $7.66M
|
276K
$14.6M
|