Latest Institutional Purchases of First Trust Mid Cap Value Alph (FNK)
This list provides information on the latest institutional transactions involving First Trust Mid Cap Value Alph (FNK) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.1K+ 144.86% |
$1.6M - $1.92M
|
62.7K
$3.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.6K+ 339.79% |
$889K - $1.06M
|
26.6K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.2K+ 7.15% |
$785K - $940K
|
272K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.4K+ 89.51% |
$579K - $693K
|
28.3K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.7K+ 39.37% |
$549K - $657K
|
45K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.31K+ 40.05% |
$359K - $430K
|
29.1K
$1.53M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.88K+ 3.03% |
$297K - $356K
|
234K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.54K+ 32.64% |
$283K - $338K
|
26.6K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.71K+ 17.41% |
$117K - $140K
|
18.3K
$961K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.6K+ 200.0% |
$69.2K - $82.8K
|
2.4K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.33K+ 22.56% |
$57.7K - $69K
|
7.25K
$381K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
962+ 5.63% |
$41.6K - $49.8K
|
18.1K
$949K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
605+ 7.72% |
$26.2K - $31.3K
|
8.44K
$444K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
341+ 1.74% |
$14.7K - $17.7K
|
19.9K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
338+ 1.02% |
$14.6K - $17.5K
|
33.4K
$1.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
184+ 3.63% |
$7.96K - $9.52K
|
5.26K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
145+ 1.33% |
$6.27K - $7.51K
|
11.1K
$582K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124New |
$5.36K - $6.42K
|
124
$6.51K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.2% |
$346 - $414
|
4.11K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$86.5 - $104
|
3.99K
$209K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.02% |
$86.5 - $104
|
12.9K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
20.5K+ 1.54% |
$1M - $1.14M
|
1.35M
$70.7M
|
|
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.5KNew |
$906K - $1.03M
|
18.5K
$972K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.13KNew |
$202K - $230K
|
4.13K
$217K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15K+ 114900.0% |
$56.3K - $64.2K
|
1.15K
$60.4K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
10+ 0.35% |
$490 - $559
|
2.87K
$151K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
37KNew |
$1.94M - $2.16M
|
37K
$1.94M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
12.9KNew |
$673K - $749K
|
12.9K
$675K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.17KNew |
$61.2K - $68.1K
|
1.17K
$61.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
50New |
$2.62K - $2.91K
|
50
$2.63K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
34New |
$1.78K - $1.98K
|
34
$1.79K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
24New |
$1.26K - $1.4K
|
24
$1.26K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.02KNew |
$301K - $335K
|
6.02K
$316K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.31KNew |
$216K - $240K
|
4.31K
$226K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
693+ 1.27% |
$34.7K - $38.6K
|
55.3K
$2.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
304+ 6.19% |
$15.2K - $16.9K
|
5.22K
$274K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$5.01K - $5.57K
|
100
$5.25K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20KNew |
$1M - $1.08M
|
20K
$1.05M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10.7KNew |
$536K - $575K
|
10.7K
$562K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.41KNew |
$371K - $399K
|
7.41K
$389K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$224K - $241K
|
4.48K
$235K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72New |
$3.61K - $3.87K
|
72
$3.78K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.2K+ 43.17% |
$590K - $659K
|
40.4K
$2.12M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.73KNew |
$229K - $256K
|
4.73K
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.4KNew |
$213K - $238K
|
4.4K
$231K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.06K+ 26.93% |
$99.9K - $112K
|
9.72K
$510K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.28K+ 32.09% |
$61.8K - $69.1K
|
5.25K
$276K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
422New |
$20.5K - $22.9K
|
422
$22.2K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
278New |
$13.5K - $15.1K
|
278
$14.6K
|
|