Cwm, LLC First Trust Mid Cap Value Alph Transaction History

Cwm, LLC

$21.2 Billion
Q2 2024

A detailed history of Cwm, LLC transactions in First Trust Mid Cap Value Alph stock. As of the latest transaction made, Cwm, LLC holds 573 shares of FNK stock, worth $30,346. This represents 0.0% of its overall portfolio holdings.

Number of Shares

573

Previous 573 -0.0%

Holding current value

$30,346

Previous $31,000 6.45%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	BUY	$39.21 - $45.71 $22,467 - $26,191	573 New	573 $25,000

Others Institutions Holding FNK

# of Institutions

Shares Held

2.98M

Call Options Held

Put Options Held

Total Investment Management Inc Scottsdale, AZ

1.31M
Shares

$69.5 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

$14 Million
0.0% of portfolio
Morgan Stanley New York, NY

251K
Shares

$13.3 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

67.1K
Shares

$3.55 Million
0.0% of portfolio

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About FIRST TRUST MID CAP VALUE ALPH

Ticker FNK
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