Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.21K+ 14.86% |
$218K - $238K
|
32.5K
$1.78M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.66KNew |
$189K - $207K
|
3.66K
$200K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.11K+ 27.21% |
$57.3K - $62.8K
|
5.19K
$283K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.17% |
$362 - $396
|
4.11K
$224K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3+ 0.02% |
$155 - $170
|
12.9K
$702K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-14.2K- 31.5% |
$732K - $801K
|
30.8K
$1.68M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-19.4K- 49.77% |
$1M - $1.1M
|
19.5K
$1.07M
|