Purchases and Sales Made in Q1 2024 in First Trust Mid Cap Growth Alp (FNY)
This table provides information about the institutional ownership of First Trust Mid Cap Growth Alp (FNY) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST MID CAP GROWTH ALP.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
59.1K+ 473.41% |
N/A
|
71.6K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44.1KNew |
N/A
|
44.1K
$0
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.4K+ 9.94% |
N/A
|
359K
$0
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
27.7KNew |
N/A
|
27.7K
$0
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.78K+ 30.28% |
N/A
|
33.5K
$0
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.04K+ 17.65% |
N/A
|
46.9K
$0
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.86K+ 103.57% |
N/A
|
11.5K
$0
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.87K+ 3.08% |
N/A
|
163K
$0
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.61KNew |
N/A
|
4.61K
$0
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.26K+ 39.76% |
N/A
|
15K
$0
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4K+ 14.07% |
N/A
|
32.4K
$0
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.87K+ 23.02% |
N/A
|
20.7K
$0
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.41K+ 12.32% |
N/A
|
31.1K
$0
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.35K+ 16.79% |
N/A
|
23.3K
$0
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
3.13K+ 0.99% |
N/A
|
319K
$0
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.02K+ 85.38% |
N/A
|
6.56K
$0
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.92K+ 16.43% |
N/A
|
20.7K
$0
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$0
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.57K+ 6.21% |
N/A
|
43.9K
$0
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.38K+ 21.19% |
N/A
|
13.6K
$0
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.25K+ 156.84% |
N/A
|
3.68K
$0
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.19K+ 116.23% |
N/A
|
4.08K
$0
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
789+ 6.36% |
N/A
|
13.2K
$0
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
622New |
N/A
|
622
$0
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
589+ 17.21% |
N/A
|
4.01K
$0
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
569+ 3.18% |
N/A
|
18.5K
$0
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
404New |
N/A
|
404
$0
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
339+ 4.3% |
N/A
|
8.23K
$0
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
273+ 6.52% |
N/A
|
4.46K
$0
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
202+ 4.01% |
N/A
|
5.24K
$0
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
200+ 2.68% |
N/A
|
7.65K
$0
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
152+ 4.59% |
N/A
|
3.47K
$0
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
150+ 1.41% |
N/A
|
10.8K
$0
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
72+ 1.88% |
N/A
|
3.91K
$0
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
68+ 0.8% |
N/A
|
8.59K
$0
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
64+ 64.0% |
N/A
|
164
$0
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
22New |
N/A
|
22
$0
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6+ 0.01% |
N/A
|
45.6K
$0
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.23% |
N/A
|
443
$0
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
N/A
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 2.86% |
N/A
|
34
$0
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-5- 0.06% |
N/A
|
8.34K
$0
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-35- 0.42% |
N/A
|
8.26K
$0
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-45- 2.39% |
N/A
|
1.84K
$0
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-47- 1.4% |
N/A
|
3.31K
$0
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-50- 0.71% |
N/A
|
7.01K
$0
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-70- 0.8% |
N/A
|
8.68K
$0
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-86- 6.93% |
N/A
|
1.16K
$0
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-89- 2.76% |
N/A
|
3.13K
$0
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-123- 2.07% |
N/A
|
5.81K
$0
|