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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.2KNew |
$2.79M - $3.1M
|
53.2K
$2.72M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
37KNew |
$1.94M - $2.16M
|
37K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
27.3K+ 2.11% |
$1.43M - $1.59M
|
1.33M
$67.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.1KNew |
$1.05M - $1.17M
|
20.1K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.9K+ 69.14% |
$884K - $983K
|
41.3K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5K+ 161.74% |
$863K - $960K
|
26.7K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
12.9KNew |
$673K - $749K
|
12.9K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
12.9KNew |
$673K - $749K
|
12.9K
$658K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.37K+ 10.27% |
$334K - $371K
|
68.4K
$3.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.95KNew |
$312K - $347K
|
5.95K
$304K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.27K+ 28.79% |
$276K - $307K
|
23.6K
$1.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.84K+ 518.52% |
$254K - $282K
|
5.78K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.69K+ 12.49% |
$246K - $274K
|
42.3K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.42K+ 3.67% |
$74.6K - $83K
|
40.3K
$2.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.17KNew |
$61.2K - $68.1K
|
1.17K
$59.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
689+ 0.28% |
$36.1K - $40.2K
|
249K
$12.7M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
209+ 11.51% |
$10.9K - $12.2K
|
2.03K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
188+ 0.57% |
$9.85K - $11K
|
33K
$1.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
86+ 0.49% |
$4.51K - $5.01K
|
17.8K
$911K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
82+ 1.65% |
$4.3K - $4.78K
|
5.06K
$259K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74+ 0.25% |
$3.88K - $4.31K
|
30.1K
$1.54M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
57+ 1.45% |
$2.99K - $3.32K
|
3.98K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
50New |
$2.62K - $2.91K
|
50
$2.56K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
34New |
$1.78K - $1.98K
|
34
$1.74K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.54% |
$1.57K - $1.75K
|
5.6K
$287K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
24New |
$1.26K - $1.4K
|
24
$1.23K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 0.56% |
$838 - $932
|
2.86K
$146K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.03% |
$210 - $233
|
13.2K
$674K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.23% |
$52.4 - $58.3
|
435
$22.3K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.02KNew |
$301K - $335K
|
6.02K
$308K
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.31KNew |
$216K - $240K
|
4.31K
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.09KNew |
$205K - $228K
|
4.09K
$209K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
693+ 1.27% |
$34.7K - $38.6K
|
55.3K
$2.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
304+ 6.19% |
$15.2K - $16.9K
|
5.22K
$267K
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
100New |
$5.01K - $5.57K
|
100
$5.12K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.41% |
$50.1 - $55.7
|
247
$12.6K
|
|
| Q2 2024 | |||||||
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20KNew |
$1M - $1.08M
|
20K
$1.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
10.7KNew |
$536K - $575K
|
10.7K
$547K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.41KNew |
$371K - $399K
|
7.41K
$379K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.48KNew |
$224K - $241K
|
4.48K
$229K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
72New |
$3.61K - $3.87K
|
72
$3.68K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
12.2K+ 43.17% |
$590K - $659K
|
40.4K
$2.07M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.73KNew |
$229K - $256K
|
4.73K
$242K
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
4.4KNew |
$213K - $238K
|
4.4K
$225K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.06K+ 26.93% |
$99.9K - $112K
|
9.72K
$497K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.28K+ 32.09% |
$61.8K - $69.1K
|
5.25K
$269K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
422New |
$20.5K - $22.9K
|
422
$21.6K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
278New |
$13.5K - $15.1K
|
278
$14.2K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
270New |
$13.1K - $14.6K
|
270
$13.8K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
200New |
$9.69K - $10.8K
|
200
$10.2K
|
|