Valeo Financial Advisors, LLC First Trust Mid Cap Value Alph Transaction History

Valeo Financial Advisors, LLC

$3.49 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	N/A	-439 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	N/A	439 New	439 $19,000

Others Institutions Holding FNK

# of Institutions

61

Shares Held

2.98M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

1.31M
Shares

$69.1 Million
8.81% of portfolio
Lpl Financial LLC Fort Mill, SC

269K
Shares

$14.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

265K
Shares

$13.9 Million
0.0% of portfolio
Morgan Stanley New York, NY

251K
Shares

$13.2 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

67.1K
Shares

$3.54 Million
0.0% of portfolio

About FIRST TRUST MID CAP VALUE ALPH

Ticker FNK
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