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

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$43.33 - $46.7 $19,021 - $20,501	-439 Closed	0 $0
Q1 2021 Apr 12, 2021	BUY	$35.11 - $44.09 $15,413 - $19,355	439 New	439 $19,000

Others Institutions Holding FNK

# of Institutions

64

Shares Held

3.09M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

1.35M
Shares

$64 Million
8.91% of portfolio
Lpl Financial LLC Fort Mill, SC

255K
Shares

$12.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

254K
Shares

$12.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

227K
Shares

$10.8 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

103K
Shares

$4.88 Million
0.0% of portfolio

About FIRST TRUST MID CAP VALUE ALPH

Ticker FNK
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