Kcm Investment Advisors LLC First Trust Mid Cap Value Alph Transaction History

Kcm Investment Advisors LLC

$2.68 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 12, 2019	SELL	N/A	-8,783 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	8,783	8,783 $302,000

Others Institutions Holding FNK

# of Institutions

60

Shares Held

3.07M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

1.3M
Shares

$65.3 Million
8.88% of portfolio
Wells Fargo & Company San Francisco, CA

285K
Shares

$14.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

282K
Shares

$14.2 Million
0.01% of portfolio
Morgan Stanley New York, NY

215K
Shares

$10.8 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

81.6K
Shares

$4.09 Million
0.0% of portfolio

About FIRST TRUST MID CAP VALUE ALPH

Ticker FNK
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