River Wealth Advisors LLC First Trust Mid Cap Value Alph Transaction History

River Wealth Advisors LLC

$740 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 07, 2019	SELL	N/A	-19 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	N/A	19 New	19 $1,000

Others Institutions Holding FNK

# of Institutions

61

Shares Held

2.84M

Call Options Held

0

Put Options Held

0

Total Investment Management Inc Scottsdale, AZ

1.3M
Shares

$69.6 Million
7.93% of portfolio
Lpl Financial LLC Fort Mill, SC

263K
Shares

$14.1 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

248K
Shares

$13.3 Million
0.0% of portfolio
Morgan Stanley New York, NY

238K
Shares

$12.8 Million
0.0% of portfolio
Gladstone Institutional Advisory LLC Boca Raton, FL

66.4K
Shares

$3.56 Million
0.18% of portfolio

About FIRST TRUST MID CAP VALUE ALPH

Ticker FNK
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