Purchases and Sales Made in Q2 2025 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 Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.1K+ 144.86% |
$1.6M - $1.92M
|
62.7K
$3.29M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.6K+ 339.79% |
$889K - $1.06M
|
26.6K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
18.2K+ 7.15% |
$785K - $940K
|
272K
$14.3M
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
13.4K+ 89.51% |
$579K - $693K
|
28.3K
$1.49M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.7K+ 39.37% |
$549K - $657K
|
45K
$2.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
8.31K+ 40.05% |
$359K - $430K
|
29.1K
$1.53M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.88K+ 3.03% |
$297K - $356K
|
234K
$12.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
6.54K+ 32.64% |
$283K - $338K
|
26.6K
$1.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.71K+ 17.41% |
$117K - $140K
|
18.3K
$961K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.33K+ 22.56% |
$57.7K - $69K
|
7.25K
$381K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
962+ 5.63% |
$41.6K - $49.8K
|
18.1K
$949K
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
605+ 7.72% |
$26.2K - $31.3K
|
8.44K
$444K
|
|
|
Jul 17, 2025
Q2 2025
|
G&S Capital LLC
|
BUY
|
- |
341+ 1.74% |
$14.7K - $17.7K
|
19.9K
$1.04M
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
338+ 1.02% |
$14.6K - $17.5K
|
33.4K
$1.76M
|
|
|
Aug 05, 2025
Q2 2025
|
Tkg Advisors, LLC
|
BUY
|
- |
184+ 3.63% |
$7.96K - $9.52K
|
5.26K
$276K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
145+ 1.33% |
$6.27K - $7.51K
|
11.1K
$582K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
124New |
$5.36K - $6.42K
|
124
$6.51K
|
|
|
Aug 04, 2025
Q2 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.2% |
$346 - $414
|
4.11K
$216K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2+ 0.05% |
$86.5 - $104
|
3.99K
$209K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
2+ 0.02% |
$86.5 - $104
|
12.9K
$676K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1- 0.37% |
$43.2 - $51.8
|
272
$14.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-214- 69.48% |
$9.25K - $11.1K
|
94
$4.94K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-215- 4.68% |
$9.3K - $11.1K
|
4.38K
$230K
|
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-266- 5.24% |
$11.5K - $13.8K
|
4.81K
$253K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-894- 4.26% |
$38.7K - $46.3K
|
20.1K
$1.06M
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-1.02K- 13.1% |
$44.1K - $52.8K
|
6.77K
$355K
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.35K- 0.53% |
$58.2K - $69.7K
|
254K
$13.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.37K- 2.09% |
$59.2K - $70.8K
|
64K
$3.36M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.39K- 2.85% |
$60.3K - $72.2K
|
47.5K
$2.5M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.46K- 3.62% |
$63.3K - $75.7K
|
38.9K
$2.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.98K- 19.38% |
$345K - $413K
|
33.2K
$1.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-10K- 70.46% |
$434K - $520K
|
4.21K
$221K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-12.9K- 60.73% |
$556K - $665K
|
8.31K
$437K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-37.4K- 90.17% |
$1.62M - $1.94M
|
4.08K
$214K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-39.9K- 58.65% |
$1.73M - $2.07M
|
28.1K
$1.48M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-52K- 50.63% |
$2.25M - $2.69M
|
50.7K
$2.67M
|