Ica Group Wealth Management, LLC First Trust Mid Cap Value Alph Transaction History

Ica Group Wealth Management, LLC

$164 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Mar 07, 2024	BUY	$41.67 - $51.49 $2,583 - $3,192	62 New	62 $3,000
Q4 2022 Feb 14, 2023	BUY	$39.21 - $45.71 $2,431 - $2,834	62 New	62 $2,000

Others Institutions Holding FNK

# of Institutions

61

Shares Held

2.84M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

1.3M
Shares

$68.7 Million
7.93% of portfolio
Lpl Financial LLC Fort Mill, SC

263K
Shares

$13.9 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

248K
Shares

$13.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

238K
Shares

$12.6 Million
0.0% of portfolio
Gladstone Institutional Advisory LLC Boca Raton, FL

66.4K
Shares

$3.51 Million
0.18% of portfolio

About FIRST TRUST MID CAP VALUE ALPH

Ticker FNK
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