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 $12.5M
May 12, 2023 Q1 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
127K
+ 44.13%
$5.26M - $6.36M
415K $23.8M
May 15, 2023 Q1 2023
Morgan Stanley

New York, NY
BUY
 -
85.3K
+ 33.87%
$3.53M - $4.27M
337K $19.3M
May 12, 2023 Q1 2023
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
67.4K
New
$2.79M - $3.37M
67.4K $3.87M
May 15, 2023 Q1 2023
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
58.6K
New
$2.42M - $2.93M
58.6K $3.36M
Aug 26, 2024 Q1 2023
World Equity Group, Inc.

Schaumburg, IL
BUY
 -
58.4K
New
$2.41M - $2.92M
58.4K $3.35M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
53.8K
New
$2.22M - $2.69M
53.8K $3.09M
May 15, 2023 Q1 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
46.7K
New
$1.93M - $2.34M
46.7K $2.68M
May 12, 2023 Q1 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
44K
New
$1.82M - $2.2M
44K $2.53M
Apr 10, 2023 Q1 2023
Onyx Bridge Wealth Group LLC

BUY
 -
35.1K
+ 391.9%
$1.45M - $1.76M
44.1K $2.53M
Apr 06, 2023 Q1 2023
Sterling Manor Financial, LLC

BUY
 -
29.2K
New
$1.21M - $1.46M
29.2K $1.67M
May 12, 2023 Q1 2023
Ubs Group Ag

BUY
 -
24K
+ 17.39%
$994K - $1.2M
162K $9.32M
May 11, 2023 Q1 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
22.3K
+ 49.43%
$923K - $1.12M
67.5K $3.87M
Apr 13, 2023 Q1 2023
One Plus One Wealth Management, LLC

BUY
 -
20.5K
+ 25.13%
$849K - $1.03M
102K $5.87M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
17.3K
New
$713K - $863K
17.3K $990K
May 12, 2023 Q1 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
16.4K
+ 31.47%
$680K - $823K
68.7K $3.94M
May 10, 2023 Q1 2023
Lpl Financial LLC

Fort Mill, SC
BUY
 -
15.7K
+ 4.17%
$648K - $784K
391K $22.5M
May 05, 2023 Q1 2023
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
14.4K
+ 29.35%
$593K - $718K
63.2K $3.63M
May 12, 2023 Q1 2023
Leelyn Smith, LLC

Geneva, IL
BUY
 -
11.4K
New
$472K - $571K
11.4K $654K
Apr 28, 2023 Q1 2023
Janney Montgomery Scott LLC

BUY
 -
8.63K
+ 12.31%
$357K - $432K
78.7K $4.51M
May 15, 2023 Q1 2023
Total Investment Management Inc

Scottsdale, AZ
BUY
 -
5.74K
+ 0.5%
$237K - $287K
1.15M $65.9M
May 12, 2023 Q1 2023
Prospera Financial Services Inc

BUY
 -
5.16K
New
$213K - $258K
5.16K $296K
May 12, 2023 Q1 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
3.93K
+ 58.28%
$163K - $197K
10.7K $613K
May 12, 2023 Q1 2023
Stifel Financial Corp

St. Louis, MO
BUY
 -
3.7K
+ 6.61%
$153K - $185K
59.7K $3.43M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
3.69K
+ 4.3%
$153K - $185K
89.5K $5.14M
Apr 27, 2023 Q1 2023
Stratos Wealth Partners, Ltd.

BUY
 -
1.97K
+ 7.89%
$81.5K - $98.7K
27K $1.55M
Apr 28, 2023 Q1 2023
Ameritas Advisory Services, LLC

Lincoln, NE
BUY
 -
1.36K
New
$56.1K - $67.9K
1.36K $77.8K
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
861
+ 76.6%
$35.6K - $43.1K
1.99K $114K
May 09, 2023 Q1 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
853
+ 5.99%
$35.3K - $42.7K
15.1K $866K
May 16, 2023 Q1 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
318
+ 2.82%
$13.1K - $15.9K
11.6K $664K
Apr 03, 2023 Q1 2023
Keel Point, LLC

Huntsville, AL
BUY
 -
303
+ 2.7%
$12.5K - $15.2K
11.5K $661K
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
216
New
$8.93K - $10.8K
216 $12.4K
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
207
+ 0.76%
$8.56K - $10.4K
27.3K $1.57M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
157
+ 0.67%
$6.49K - $7.86K
23.7K $1.36M
May 10, 2023 Q1 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
156
New
$6.45K - $7.81K
156 $8.95K
Apr 25, 2023 Q1 2023
D.A. Davidson & Co.

BUY
 -
131
+ 1.92%
$5.42K - $6.56K
6.94K $398K
May 09, 2023 Q1 2023
Us Bancorp \De\

BUY
 -
104
New
$4.3K - $5.21K
104 $5.97K
May 08, 2023 Q1 2023
South State Corp

BUY
 -
100
New
$4.14K - $5.01K
100 $5.74K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
67
New
$2.77K - $3.35K
67 $3.84K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
18
+ 0.36%
$744 - $901
5.06K $290K
May 17, 2023 Q1 2023
Advisory Services Network, LLC

BUY
 -
1
+ 0.03%
$41.4 - $50.1
3.91K $224K
May 17, 2023 Q1 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
1
+ 0.02%
$41.4 - $50.1
5.8K $333K
May 15, 2023 Q1 2023
Harbour Investments, Inc.

Madison, WI
SELL
 -
-85
- 8.38%
$3.51K - $4.25K
929 $53.3K
Apr 14, 2023 Q1 2023
Global Trust Asset Management, LLC

SELL
 -
-100
- 33.22%
$4.14K - $5.01K
201 $11.5K
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
SELL
 -
-150
- 7.5%
$6.2K - $7.51K
1.85K $106K
May 15, 2023 Q1 2023
Ken Griffin Citadel Advisors LLC | Chicago, Il
SELL
 -
-805
- 2.81%
$33.3K - $40.3K
27.8K $1.6M
Apr 19, 2023 Q1 2023
Tkg Advisors, LLC

SELL
 -
-847
- 14.19%
$35K - $42.4K
5.12K $294K
May 12, 2023 Q1 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
SELL
 -
-2.38K
- 6.62%
$98.2K - $119K
33.5K $1.92M
Apr 20, 2023 Q1 2023
G&S Capital LLC

SELL
 -
-2.5K
- 9.58%
$103K - $125K
23.6K $1.36M

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