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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2025
Q3 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
15.6K+ 53.72% |
$806K - $883K
|
44.7K
$2.39M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.7K+ 23.47% |
$760K - $833K
|
77.4K
$4.13M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
7.18K+ 14.14% |
$371K - $406K
|
57.9K
$3.09M
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.21K+ 14.86% |
$218K - $238K
|
32.5K
$1.74M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.66KNew |
$189K - $207K
|
3.66K
$196K
|
|
|
Nov 07, 2025
Q3 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
2.89KNew |
$149K - $164K
|
2.89K
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.69KNew |
$87.5K - $95.8K
|
1.69K
$90.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.11K+ 27.21% |
$57.3K - $62.8K
|
5.19K
$277K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
990+ 2.02% |
$51.1K - $56K
|
49.9K
$2.67M
|
|
|
Nov 14, 2025
Q3 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
559New |
$28.9K - $31.6K
|
559
$29.9K
|
|
|
Nov 14, 2025
Q3 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
406+ 2.25% |
$21K - $23K
|
18.5K
$986K
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
279New |
$14.4K - $15.8K
|
279
$14.9K
|
|
|
Nov 10, 2025
Q3 2025
|
Us Bancorp \De\
|
BUY
|
- |
103New |
$5.32K - $5.83K
|
103
$5.5K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
22+ 0.26% |
$1.14K - $1.24K
|
8.47K
$452K
|
|
|
Nov 14, 2025
Q3 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
7+ 0.1% |
$362 - $396
|
6.77K
$362K
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
7+ 0.17% |
$362 - $396
|
4.11K
$220K
|
|
|
Oct 06, 2025
Q3 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3+ 0.02% |
$155 - $170
|
12.9K
$687K
|
|
|
Nov 14, 2025
Q3 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$51.7 - $56.6
|
3.99K
$213K
|
|
| Q2 2025 | |||||||
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.6K+ 339.79% |
$889K - $1.06M
|
26.6K
$1.42M
|
|
|
Nov 21, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.71K+ 17.41% |
$117K - $140K
|
18.3K
$977K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.6K+ 200.0% |
$69.2K - $82.8K
|
2.4K
$128K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
341+ 1.74% |
$14.7K - $17.7K
|
19.9K
$1.06M
|
|
|
Dec 23, 2025
Q2 2025
|
Triumph Capital Management
|
BUY
|
- |
227+ 5.7% |
$9.82K - $11.7K
|
4.21K
$225K
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
184+ 3.63% |
$7.96K - $9.52K
|
5.26K
$281K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124New |
$5.36K - $6.42K
|
124
$6.62K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q1 2025 | |||||||
|
May 15, 2025
Q1 2025
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
18.5KNew |
$906K - $1.03M
|
18.5K
$988K
|
|
|
Aug 13, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.13KNew |
$202K - $230K
|
4.13K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.15K+ 114900.0% |
$56.3K - $64.2K
|
1.15K
$61.4K
|
|
| Q4 2024 | |||||||
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
37KNew |
$1.94M - $2.16M
|
37K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
12.9KNew |
$673K - $749K
|
12.9K
$686K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.17KNew |
$61.2K - $68.1K
|
1.17K
$62.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
50New |
$2.62K - $2.91K
|
50
$2.67K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
34New |
$1.78K - $1.98K
|
34
$1.82K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
24New |
$1.26K - $1.4K
|
24
$1.28K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.02KNew |
$301K - $335K
|
6.02K
$321K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.31KNew |
$216K - $240K
|
4.31K
$230K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
693+ 1.27% |
$34.7K - $38.6K
|
55.3K
$2.95M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
304+ 6.19% |
$15.2K - $16.9K
|
5.22K
$278K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$5.01K - $5.57K
|
100
$5.34K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20KNew |
$1M - $1.08M
|
20K
$1.07M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10.7KNew |
$536K - $575K
|
10.7K
$571K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.41KNew |
$371K - $399K
|
7.41K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$224K - $241K
|
4.48K
$239K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72New |
$3.61K - $3.87K
|
72
$3.84K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.2K+ 43.17% |
$590K - $659K
|
40.4K
$2.16M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.73KNew |
$229K - $256K
|
4.73K
$253K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.4KNew |
$213K - $238K
|
4.4K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.06K+ 26.93% |
$99.9K - $112K
|
9.72K
$519K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.28K+ 32.09% |
$61.8K - $69.1K
|
5.25K
$280K
|
|