Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
37KNew |
$1.94M - $2.16M
|
37K
$2.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.69K+ 12.49% |
$246K - $274K
|
42.3K
$2.34M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
209+ 11.51% |
$10.9K - $12.2K
|
2.03K
$112K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
30+ 0.54% |
$1.57K - $1.75K
|
5.6K
$310K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.03% |
$210 - $233
|
13.2K
$729K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.15K- 99.91% |
$60.2K - $67K
|
1
$55.3
|