Purchases and Sales Made in Q1 2023 in First Trust Mid Cap Value Alph (FNK)
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 |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-2.65K- 11.63% |
$110K - $133K
|
20.1K
$1.16M
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-3.52K- 11.87% |
$146K - $176K
|
26.1K
$1.5M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.97K- 3.95% |
$206K - $249K
|
121K
$6.94M
|
|
May 15, 2023
Q1 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-11.2K- 53.15% |
$465K - $563K
|
9.91K
$568K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-18.8K- 20.18% |
$778K - $942K
|
74.4K
$4.27M
|