Pinnacle Family Advisors, LLC First Trust Mid Cap Value Alph Transaction History

Pinnacle Family Advisors, LLC

$162 Million
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 15, 2023	BUY	$41.35 - $50.05 $1.93 Million - $2.34 Million	46,730 New	46,730 $2.04 Million

Others Institutions Holding FNK

# of Institutions

58

Shares Held

2.95M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

1.31M
Shares

$70.9 Million
8.81% of portfolio
Lpl Financial LLC Fort Mill, SC

269K
Shares

$14.5 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

265K
Shares

$14.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

251K
Shares

$13.6 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

67.1K
Shares

$3.63 Million
0.0% of portfolio

About FIRST TRUST MID CAP VALUE ALPH

Ticker FNK
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