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

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

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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