Pcg Wealth Advisors, LLC First Trust Mid Cap Value Alph Transaction History

Pcg Wealth Advisors, LLC

$247 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 19, 2024	BUY	$48.46 - $54.15 $212,981 - $237,989	4,395 New	4,395 $237,000

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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