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 |
|---|---|---|---|---|---|---|---|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20KNew |
$1M - $1.08M
|
20K
$1.1M
|
|
|
Jul 02, 2024
Q2 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
885+ 95.06% |
$44.3K - $47.6K
|
1.82K
$100K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
649+ 15.23% |
$32.5K - $34.9K
|
4.91K
$271K
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
237New |
$11.9K - $12.7K
|
237
$13.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5+ 0.02% |
$250 - $269
|
25.1K
$1.39M
|
|
| Q1 2024 | |||||||
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
55.2KNew |
$2.67M - $2.99M
|
55.2K
$3.04M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
19K+ 197.3% |
$921K - $1.03M
|
28.6K
$1.58M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
15.1KNew |
$733K - $819K
|
15.1K
$834K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.2K+ 43.17% |
$590K - $659K
|
40.4K
$2.23M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
10K+ 538.83% |
$486K - $543K
|
11.9K
$656K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.24K+ 25.86% |
$254K - $283K
|
25.5K
$1.4M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.73KNew |
$229K - $256K
|
4.73K
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.4KNew |
$213K - $238K
|
4.4K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.29K+ 2.04% |
$208K - $232K
|
215K
$11.8M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.71K+ 6.82% |
$180K - $201K
|
58K
$3.2M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.06K+ 26.93% |
$99.9K - $112K
|
9.72K
$536K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.04K+ 5.81% |
$98.9K - $110K
|
37.1K
$2.05M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.51K+ 4.25% |
$72.9K - $81.5K
|
36.9K
$2.03M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.28K+ 32.09% |
$61.8K - $69.1K
|
5.25K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
480New |
$23.3K - $26K
|
480
$26.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
422New |
$20.5K - $22.9K
|
422
$23.3K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
279New |
$13.5K - $15.1K
|
279
$15.4K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
278New |
$13.5K - $15.1K
|
278
$15.3K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$9.69K - $10.8K
|
200
$11K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
BUY
|
- |
41+ 0.19% |
$1.99K - $2.22K
|
21.8K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
12+ 0.23% |
$582 - $650
|
5.15K
$284K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
150KNew |
$6.23M - $7.7M
|
150K
$8.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$186K - $230K
|
4.48K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.01KNew |
$41.9K - $51.8K
|
1.01K
$55.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
554New |
$23.1K - $28.5K
|
554
$30.5K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
538+ 9.63% |
$22.4K - $27.7K
|
6.13K
$338K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
75+ 500.0% |
$3.13K - $3.86K
|
90
$4.96K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
62New |
$2.58K - $3.19K
|
62
$3.42K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
45New |
$1.88K - $2.32K
|
45
$2.48K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2+ 0.47% |
$83.3 - $103
|
431
$23.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.41% |
$41.7 - $51.5
|
246
$13.6K
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
22.9K+ 29.9% |
$1M - $1.12M
|
99.3K
$5.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15KNew |
$50.4K - $56.4K
|
1.15K
$63.4K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
4.54K+ 88.01% |
$186K - $208K
|
9.7K
$535K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.76K+ 16.5% |
$72.2K - $80.5K
|
12.4K
$686K
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
217KNew |
$8.99M - $10.9M
|
217K
$12M
|
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
46.7KNew |
$1.93M - $2.34M
|
46.7K
$2.58M
|
|
|
Apr 10, 2023
Q1 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
35.1K+ 391.9% |
$1.45M - $1.76M
|
44.1K
$2.43M
|
|
|
Apr 06, 2023
Q1 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
29.2KNew |
$1.21M - $1.46M
|
29.2K
$1.61M
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
BUY
|
- |
20.5K+ 25.13% |
$849K - $1.03M
|
102K
$5.64M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
17.3KNew |
$713K - $863K
|
17.3K
$951K
|
|
|
May 12, 2023
Q1 2023
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
11.4KNew |
$472K - $571K
|
11.4K
$629K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.36KNew |
$56.1K - $67.9K
|
1.36K
$74.8K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
156New |
$6.45K - $7.81K
|
156
$8.6K
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
104New |
$4.3K - $5.21K
|
104
$5.73K
|
|