Latest Institutional Transactions on First Trust Mid Cap Value Alph (FNK)
This table provides information on the latest institutional transactions involving First Trust Mid Cap Value Alph (FNK) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
57+ 1.45% |
$2.99K - $3.32K
|
3.98K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
12.9KNew |
$673K - $749K
|
12.9K
$629K
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.95KNew |
$312K - $347K
|
5.95K
$291K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-12.9K- 24.52% |
$678K - $754K
|
39.9K
$1.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.5K- 35.76% |
$445K - $495K
|
15.3K
$747K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
6.37K+ 10.27% |
$334K - $371K
|
68.4K
$3.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
188+ 0.57% |
$9.85K - $11K
|
33K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-33.4K- 62.12% |
$1.75M - $1.95M
|
20.4K
$997K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.87K- 4.14% |
$517K - $575K
|
228K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-26- 8.7% |
$1.36K - $1.52K
|
273
$13.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-47- 0.44% |
$2.46K - $2.74K
|
10.6K
$518K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
16.5K+ 161.74% |
$863K - $960K
|
26.7K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
12.9KNew |
$673K - $749K
|
12.9K
$629K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
24New |
$1.26K - $1.4K
|
24
$1.18K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7.54K- 51.72% |
$395K - $439K
|
7.04K
$345K
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
16.9K+ 69.14% |
$884K - $983K
|
41.3K
$2.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
5.27K+ 28.79% |
$276K - $307K
|
23.6K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
50New |
$2.62K - $2.91K
|
50
$2.45K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
689+ 0.28% |
$36.1K - $40.2K
|
249K
$12.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
86+ 0.49% |
$4.51K - $5.01K
|
17.8K
$871K
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.17KNew |
$61.2K - $68.1K
|
1.17K
$57.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.43K- 0.54% |
$74.8K - $83.2K
|
262K
$12.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-238- 68.99% |
$12.5K - $13.9K
|
107
$5.24K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.42K+ 3.67% |
$74.6K - $83K
|
40.3K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
34New |
$1.78K - $1.98K
|
34
$1.66K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
16+ 0.56% |
$838 - $932
|
2.86K
$140K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
74+ 0.25% |
$3.88K - $4.31K
|
30.1K
$1.47M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1+ 0.23% |
$52.4 - $58.3
|
435
$21.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
53.2KNew |
$2.79M - $3.1M
|
53.2K
$2.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
20.1KNew |
$1.05M - $1.17M
|
20.1K
$983K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.84K+ 518.52% |
$254K - $282K
|
5.78K
$283K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-63- 1.22% |
$3.3K - $3.67K
|
5.09K
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
27.3K+ 2.11% |
$1.43M - $1.59M
|
1.33M
$64.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.33K- 24.61% |
$122K - $136K
|
7.15K
$350K
|
|
|
Jan 31, 2025
Q4 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
82+ 1.65% |
$4.3K - $4.78K
|
5.06K
$248K
|
|
|
Jan 29, 2025
Q4 2024
|
G&S Capital LLC
|
SELL
|
- |
-83- 0.44% |
$4.35K - $4.84K
|
19K
$929K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-7.33K- 11.05% |
$384K - $427K
|
59K
$2.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.89K- 7.4% |
$151K - $168K
|
36.1K
$1.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1K- 4.26% |
$52.4K - $58.3K
|
22.5K
$1.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
37KNew |
$1.94M - $2.16M
|
37K
$1.81M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.15K- 99.91% |
$60.2K - $67K
|
1
$49
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.69K+ 12.49% |
$246K - $274K
|
42.3K
$2.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.54% |
$1.57K - $1.75K
|
5.6K
$274K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.03% |
$210 - $233
|
13.2K
$645K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
209+ 11.51% |
$10.9K - $12.2K
|
2.03K
$99.1K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.02KNew |
$301K - $335K
|
6.02K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12- 0.21% |
$601 - $668
|
5.61K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
4.09KNew |
$205K - $228K
|
4.09K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-225- 89.64% |
$11.3K - $12.5K
|
26
$1.27K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-62- 0.92% |
$3.1K - $3.45K
|
6.67K
$326K
|
|