Institutional Ownership First Trust Mid Cap Growth Alp (FNY)
This table provides information about the institutional ownership of First Trust Mid Cap Growth Alp (FNY). We have compiled data on the 110 institutions that hold shares in the stock, with a total of 3.58 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
7,778
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 5.93%
|
|
|
Purus Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
7,522
shares
|
$0
0.0% of portfolio
|
Q1 2025
Added 1.5%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
7,495
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 21.8%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
7,399
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 48.31%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
7,352
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
5,860
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
5,681
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
5,500
shares
|
$0
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
5,155
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
5,071
shares
|
$0
0.35% of portfolio
|
Q2 2025
Reduced 0.94%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jul 18, 2025 Q2 2025 |
5,064
shares
|
$0
0.18% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jul 15, 2025 Q2 2025 |
4,676
shares
|
$0
0.21% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
4,646
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,568
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
4,378
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 94.49%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
4,198
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,151
shares
|
$0
0.11% of portfolio
|
Q2 2022
Reduced 9.78%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,009
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
3,926
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
3,619
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
3,546
shares
|
$0
0.06% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
3,526
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
3,354
shares
|
$0
0.0% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,336
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
3,078
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 0.48%
|