Purchases and Sales Made in Q1 2023 in First Trust Mid Cap Value Alph (FNK)

FNK Quotes by TradingView

This table provides information about the institutional ownership of First Trust Mid Cap Value Alph (FNK) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST MID CAP VALUE ALPH.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Apr 14, 2023 Q1 2023
Ae Wealth Management LLC

BUY
 -
217K
New
$8.99M - $10.9M
217K $12M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
127K
+ 44.13%
$5.26M - $6.36M
415K $23M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
85.3K
+ 33.87%
$3.53M - $4.27M
337K $18.7M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
67.4K
New
$2.79M - $3.37M
67.4K $3.73M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
58.6K
New
$2.42M - $2.93M
58.6K $3.25M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
58.4K
New
$2.41M - $2.92M
58.4K $3.24M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
53.8K
New
$2.22M - $2.69M
53.8K $2.98M
May 15, 2023 Q1 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
46.7K
New
$1.93M - $2.34M
46.7K $2.59M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
44K
New
$1.82M - $2.2M
44K $2.44M
Apr 10, 2023 Q1 2023
Onyx Bridge Wealth Group LLC

BUY
 -
35.1K
+ 391.9%
$1.45M - $1.76M
44.1K $2.44M
Apr 06, 2023 Q1 2023
Sterling Manor Financial, LLC

BUY
 -
29.2K
New
$1.21M - $1.46M
29.2K $1.62M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
24K
+ 17.39%
$994K - $1.2M
162K $9M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
22.3K
+ 49.43%
$923K - $1.12M
67.5K $3.74M
Apr 13, 2023 Q1 2023
One Plus One Wealth Management, LLC

BUY
 -
20.5K
+ 25.13%
$849K - $1.03M
102K $5.67M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
17.3K
New
$713K - $863K
17.3K $956K
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
16.4K
+ 31.47%
$680K - $823K
68.7K $3.81M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
15.7K
+ 4.17%
$648K - $784K
391K $21.7M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
14.4K
+ 29.35%
$593K - $718K
63.2K $3.5M
May 12, 2023 Q1 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
11.4K
New
$472K - $571K
11.4K $632K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
8.63K
+ 12.31%
$357K - $432K
78.7K $4.36M
May 15, 2023 Q1 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
5.74K
+ 0.5%
$237K - $287K
1.15M $63.7M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
5.16K
New
$213K - $258K
5.16K $286K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.93K
+ 58.28%
$163K - $197K
10.7K $592K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.7K
+ 6.61%
$153K - $185K
59.7K $3.31M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
3.69K
+ 4.3%
$153K - $185K
89.5K $4.96M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.97K
+ 7.89%
$81.5K - $98.7K
27K $1.49M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.36K
New
$56.1K - $67.9K
1.36K $75.1K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
861
+ 76.6%
$35.6K - $43.1K
1.99K $110K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
853
+ 5.99%
$35.3K - $42.7K
15.1K $837K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
318
+ 2.82%
$13.1K - $15.9K
11.6K $642K
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
303
+ 2.7%
$12.5K - $15.2K
11.5K $638K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
216
New
$8.93K - $10.8K
216 $12K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
207
+ 0.76%
$8.56K - $10.4K
27.3K $1.51M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
157
+ 0.67%
$6.49K - $7.86K
23.7K $1.31M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
156
New
$6.45K - $7.81K
156 $8.64K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
131
+ 1.92%
$5.42K - $6.56K
6.94K $385K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
104
New
$4.3K - $5.21K
104 $5.76K
May 08, 2023 Q1 2023
South State Corp

BUY
 -
100
New
$4.14K - $5.01K
100 $5.54K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
67
New
$2.77K - $3.35K
67 $3.71K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
18
+ 0.36%
$744 - $901
5.06K $280K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
1
+ 0.03%
$41.4 - $50.1
3.91K $216K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1
+ 0.02%
$41.4 - $50.1
5.8K $322K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-85
- 8.38%
$3.51K - $4.25K
929 $51.5K
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

SELL
 -
-100
- 33.22%
$4.14K - $5.01K
201 $11.1K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-150
- 7.5%
$6.2K - $7.51K
1.85K $103K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-805
- 2.81%
$33.3K - $40.3K
27.8K $1.54M
Apr 19, 2023 Q1 2023
Tkg Advisors, LLC

SELL
 -
-847
- 14.19%
$35K - $42.4K
5.12K $284K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-2.38K
- 6.62%
$98.2K - $119K
33.5K $1.86M
Apr 20, 2023 Q1 2023
G&S Capital LLC

SELL
 -
-2.5K
- 9.58%
$103K - $125K
23.6K $1.31M

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