Institutional Ownership First Trust Mid Cap Value Alph (FNK)
This table provides information about the institutional ownership of First Trust Mid Cap Value Alph (FNK). We have compiled data on the 61 institutions that hold shares in the stock, with a total of 2.98 Million shares, which have been reported (via 13F filing form) to have a value of $162 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2024 Q2 2024 |
251
shares
|
$13,619
0.0% of portfolio
|
Q1 2024
Reduced 44.59%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
246
shares
|
$13,347
0.0% of portfolio
|
Q4 2023
Added 0.41%
|
|
Hilltop National Bank
Casper, WY |
Jul 09, 2024 Q2 2024 |
237
shares
|
$12,859
0.0% of portfolio
|
Q2 2024
New holding
|
|
Pacifica Partners Inc.
|
Jul 11, 2024 Q2 2024 |
236
shares
|
$12,805
0.01% of portfolio
|
Q1 2022
New holding
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
201
shares
|
$10,906
0.0% of portfolio
|
Q1 2023
Reduced 33.22%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
200
shares
|
$10,852
0.0% of portfolio
|
Q1 2024
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
94
shares
|
$5,100
0.0% of portfolio
|
Q4 2022
Reduced 90.76%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
90
shares
|
$4,883
0.0% of portfolio
|
Q4 2023
Added 500.0%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
72
shares
|
$3,906
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
67
shares
|
$3,635
0.0% of portfolio
|
Q1 2023
New holding
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
45
shares
|
$2,441
0.0% of portfolio
|
Q4 2023
New holding
|