Latest Institutional Transactions on First Trust Mid Cap Value Alph (FNK)
This table provides information on the latest institutional transactions involving First Trust Mid Cap Value Alph (FNK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
341+ 1.74% |
$14.7K - $17.7K
|
19.9K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-37.4K- 90.17% |
$1.62M - $1.94M
|
4.08K
$220K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.02% |
$86.5 - $104
|
12.9K
$693K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-10K- 70.46% |
$434K - $520K
|
4.21K
$227K
|
|
| Q1 2025 | |||||||
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
10.1K+ 208.48% |
$495K - $564K
|
15K
$806K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.6K- 66.67% |
$78.3K - $89.4K
|
800
$43.1K
|
|
|
May 19, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.1K- 10.68% |
$53.9K - $61.4K
|
9.2K
$496K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.84K+ 30.86% |
$89.9K - $103K
|
7.79K
$420K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.1K+ 200.7% |
$692K - $789K
|
21.2K
$1.14M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-982- 0.43% |
$48.1K - $54.9K
|
227K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.78K- 23.49% |
$234K - $267K
|
15.6K
$840K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
353+ 3.34% |
$17.3K - $19.7K
|
10.9K
$590K
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.5KNew |
$906K - $1.03M
|
18.5K
$997K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.9K- 22.15% |
$289K - $330K
|
20.7K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-14K- 69.89% |
$687K - $784K
|
6.05K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-367Closed |
$18K - $20.5K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
33.6K+ 220.39% |
$1.65M - $1.88M
|
48.9K
$2.64M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
214+ 227.66% |
$10.5K - $12K
|
308
$16.6K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.91KNew |
$289K - $330K
|
5.91K
$319K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-21.2K- 51.47% |
$1.04M - $1.19M
|
20K
$1.08M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
5.46K+ 2.2% |
$268K - $305K
|
254K
$13.7M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-703- 3.95% |
$34.4K - $39.3K
|
17.1K
$922K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-270- 62.07% |
$13.2K - $15.1K
|
165
$8.9K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
49.5K+ 93.01% |
$2.42M - $2.77M
|
103K
$5.54M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.97K- 4.35% |
$146K - $166K
|
65.4K
$3.53M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-691- 2.1% |
$33.8K - $38.6K
|
32.3K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.35% |
$490 - $559
|
2.87K
$155K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-89- 36.03% |
$4.36K - $4.97K
|
158
$8.52K
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
20.5K+ 1.54% |
$1M - $1.14M
|
1.35M
$72.6M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
119+ 0.3% |
$5.83K - $6.65K
|
40.4K
$2.18M
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$49 - $55.9
|
3.98K
$215K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.83K- 2.61% |
$335K - $382K
|
255K
$13.7M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.04K+ 8.66% |
$100K - $114K
|
25.6K
$1.38M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
691+ 9.67% |
$33.8K - $38.6K
|
7.84K
$423K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.05K- 8.43% |
$149K - $170K
|
33.1K
$1.78M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-18- 0.35% |
$881 - $1.01K
|
5.07K
$273K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.51K- 6.69% |
$73.7K - $84.1K
|
21K
$1.13M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.6KNew |
$225K - $257K
|
4.6K
$248K
|
|
|
Apr 28, 2025
Q1 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
9+ 0.18% |
$441 - $503
|
5.07K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
28.2K+ 70.76% |
$1.38M - $1.58M
|
68.1K
$3.67M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-100- 49.75% |
$4.9K - $5.59K
|
101
$5.44K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-60- 1.48% |
$2.94K - $3.35K
|
4K
$216K
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.51K- 26.89% |
$73.8K - $84.2K
|
4.1K
$221K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-100K- 98.02% |
$4.9M - $5.59M
|
2.03K
$109K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15K+ 114900.0% |
$56.3K - $64.2K
|
1.15K
$62K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.91K- 19.2% |
$414K - $461K
|
33.3K
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-26- 8.7% |
$1.36K - $1.52K
|
273
$14.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
12.9KNew |
$673K - $749K
|
12.9K
$693K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
50New |
$2.62K - $2.91K
|
50
$2.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
24New |
$1.26K - $1.4K
|
24
$1.29K
|
|