Purchases and Sales Made in Q3 2024 in First Trust Mid Cap Value Alph (FNK)
This table provides information about the institutional ownership of First Trust Mid Cap Value Alph (FNK) during Q3 2024. The information is specifically focused on institutions that hold shares of FIRST TRUST MID CAP VALUE ALPH.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.39K+ 12.53% |
$370K - $411K
|
66.4K
$3.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
693+ 1.27% |
$34.7K - $38.6K
|
55.3K
$2.99M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
304+ 6.19% |
$15.2K - $16.9K
|
5.22K
$282K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
207+ 0.55% |
$10.4K - $11.5K
|
37.6K
$2.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
191+ 0.49% |
$9.57K - $10.6K
|
38.8K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
60+ 1.22% |
$3K - $3.34K
|
4.98K
$269K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
49+ 0.89% |
$2.45K - $2.73K
|
5.57K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
3+ 0.02% |
$150 - $167
|
13.2K
$712K
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-20- 8.44% |
$1K - $1.11K
|
217
$11.7K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-126- 1.31% |
$6.31K - $7.02K
|
9.48K
$512K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-214- 37.35% |
$10.7K - $11.9K
|
359
$19.4K
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
SELL
|
- |
-1.24K- 6.1% |
$61.9K - $68.9K
|
19K
$1.03M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.63K- 6.5% |
$81.8K - $90.9K
|
23.5K
$1.27M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.43K- 4.41% |
$122K - $135K
|
52.8K
$2.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-17K- 80.74% |
$853K - $948K
|
4.06K
$220K
|