Ae Wealth Management LLC First Trust Mid Cap Value Alph Transaction History

Ae Wealth Management LLC

$9.03 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 14, 2023	BUY	$41.35 - $50.05 $8.99 Million - $10.9 Million	217,383 New	217,383 $9.5 Million

Others Institutions Holding FNK

# of Institutions

61

Shares Held

2.98M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

1.31M
Shares

$69.1 Million
8.81% of portfolio
Lpl Financial LLC Fort Mill, SC

269K
Shares

$14.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

265K
Shares

$13.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

251K
Shares

$13.2 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

67.1K
Shares

$3.54 Million
0.0% of portfolio

About FIRST TRUST MID CAP VALUE ALPH

Ticker FNK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ae Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ae Wealth Management LLC with notifications on news.