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 2.84 Million shares, which have been reported (via 13F filing form) to have a value of $157 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
299
shares
|
$16,567
0.0% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
278
shares
|
$15,403
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
247
shares
|
$13,686
0.0% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
217
shares
|
$12,023
0.0% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
201
shares
|
$11,137
0.0% of portfolio
|
Q1 2023
Reduced 33.22%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
200
shares
|
$11,082
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
100
shares
|
$5,541
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
94
shares
|
$5,208
0.0% of portfolio
|
Q4 2022
Reduced 90.76%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
90
shares
|
$4,986
0.0% of portfolio
|
Q4 2023
Added 500.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
67
shares
|
$3,712
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
26
shares
|
$1,440
0.0% of portfolio
|
Q3 2024
Reduced 89.64%
|