Calton & Associates, Inc. First Trust Mid Cap Value Alph Transaction History
Calton & Associates, Inc.
- $542 Million
- Q2 2025
Shares
	  6 transactions
	
  Others Institutions Holding FNK
# of Institutions
58Shares Held
2.89MCall Options Held
0Put Options Held
0- 
    
      Total Investment Management Inc Scottsdale, AZ1.34MShares$73.2 Million12.88% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA272KShares$14.9 Million0.0% of portfolio
- 
    
      Lpl Financial LLC Fort Mill, SC254KShares$13.8 Million0.0% of portfolio
- 
    
      Morgan Stanley New York, NY234KShares$12.8 Million0.0% of portfolio
- 
    
      Ubs Group Ag64KShares$3.49 Million0.0% of portfolio