Latest Institutional Transactions on First Trust Mid Cap Growth Alp (FNY)
This table provides information on the latest institutional transactions involving First Trust Mid Cap Growth Alp (FNY) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.8KNew |
N/A
|
1.8K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-500- 9.55% |
N/A
|
4.74K
$0
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
200New |
N/A
|
200
$0
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.67KNew |
N/A
|
5.67K
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.5KNew |
N/A
|
2.5K
$0
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
67+ 11.02% |
N/A
|
675
$0
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
181New |
N/A
|
181
$0
|
|
| Q1 2024 | |||||||
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.61KNew |
N/A
|
4.61K
$0
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.23% |
N/A
|
443
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
44.1KNew |
N/A
|
44.1K
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
4.26K+ 39.76% |
N/A
|
15K
$0
|
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
404New |
N/A
|
404
$0
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-47- 1.4% |
N/A
|
3.31K
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-3.49K- 23.4% |
N/A
|
11.4K
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-450- 2.42% |
N/A
|
18.1K
$0
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-123- 2.07% |
N/A
|
5.81K
$0
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
2.9KNew |
N/A
|
2.9K
$0
|
|
| Q4 2023 | |||||||
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
90+ 409.09% |
N/A
|
112
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
71New |
N/A
|
71
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
117New |
N/A
|
117
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
4.3KNew |
N/A
|
4.3K
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
325+ 6.16% |
N/A
|
5.6K
$0
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
15.6KNew |
N/A
|
15.6K
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
76New |
N/A
|
76
$0
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-200- 4.55% |
N/A
|
4.2K
$0
|
|
| Q3 2023 | |||||||
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
39New |
N/A
|
39
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-1.26K- 64.63% |
N/A
|
689
$0
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
546New |
N/A
|
546
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
SELL
|
- |
-10.6K- 85.23% |
N/A
|
1.83K
$0
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-780- 15.21% |
N/A
|
4.35K
$0
|
|
| Q2 2023 | |||||||
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
11.3KNew |
N/A
|
11.3K
$0
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-281- 14.8% |
N/A
|
1.62K
$0
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-613- 27.83% |
N/A
|
1.59K
$0
|
|
| Q1 2023 | |||||||
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-436Closed |
N/A
|
0
$0
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
112New |
N/A
|
112
$0
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
85New |
N/A
|
85
$0
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
60New |
N/A
|
60
$0
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
615New |
N/A
|
615
$0
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
BUY
|
- |
3.63KNew |
N/A
|
3.63K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
SELL
|
- |
-163K- 99.26% |
N/A
|
1.21K
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
11.4K+ 2273.8% |
N/A
|
11.9K
$0
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.99KNew |
N/A
|
2.99K
$0
|
|
|
Jan 13, 2023
Q4 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-125- 2.3% |
N/A
|
5.31K
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-369- 8.8% |
N/A
|
3.82K
$0
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-14- 0.27% |
N/A
|
5.12K
$0
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
279+ 3.71% |
N/A
|
7.8K
$0
|
|
| Q2 2022 | |||||||
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
SELL
|
- |
-450- 9.78% |
N/A
|
4.15K
$0
|
|
|
Aug 16, 2022
Q2 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-3.05KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-19.7KClosed |
N/A
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.15K- 2.24% |
N/A
|
50K
$0
|
|