Merit Financial Group, LLC First Trust Mid Cap Value Alph Transaction History

Merit Financial Group, LLC

$4.59 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 05, 2020	SELL	$18.13 - $36.18 $1.41 Million - $2.82 Million	-77,997 Closed	0 $0
Q4 2019 Jan 16, 2020	BUY	$31.94 - $36.2 $2.49 Million - $2.82 Million	77,997 New	77,997 $2.81 Million

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

$74.5 Million
7.93% of portfolio
Lpl Financial LLC Fort Mill, SC

263K
Shares

$15.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

248K
Shares

$14.2 Million
0.0% of portfolio
Morgan Stanley New York, NY

238K
Shares

$13.7 Million
0.0% of portfolio
Gladstone Institutional Advisory LLC Boca Raton, FL

66.4K
Shares

$3.81 Million
0.18% of portfolio

About FIRST TRUST MID CAP VALUE ALPH

Ticker FNK
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