Pinnacle Family Advisors, LLC First Trust Mid Cap Value Alph Transaction History

Pinnacle Family Advisors, LLC

$171 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$41.35 - $50.05 $1.93 Million - $2.34 Million	46,730 New	46,730 $2.04 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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