Institutional Ownership First Trust Mid Cap Growth Alp (FNY)
This table provides information about the institutional ownership of First Trust Mid Cap Growth Alp (FNY). We have compiled data on the 117 institutions that hold shares in the stock, with a total of 3.84 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
Oct 03, 2025 Q3 2025 |
7,930
shares
|
$0
0.46% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
7,830
shares
|
$0
0.0% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
7,777
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
7,723
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 13.07%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
7,352
shares
|
$0
0.0% of portfolio
|
Q1 2025
Reduced 2.65%
|
|
|
Purus Wealth Management, LLC
|
Oct 24, 2025 Q3 2025 |
7,290
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
6,245
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 16.68%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
6,213
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 33.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,915
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,808
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 2.24%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
5,118
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 17, 2025 Q3 2025 |
5,064
shares
|
$0
0.18% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
4,936
shares
|
$0
0.35% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
4,685
shares
|
$0
0.0% of portfolio
|
Q3 2025
Added 7.01%
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Oct 27, 2025 Q3 2025 |
4,647
shares
|
$0
0.21% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
4,646
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,504
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
4,273
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
4,198
shares
|
$0
0.0% of portfolio
|
Q4 2023
Reduced 4.55%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
4,151
shares
|
$0
0.11% of portfolio
|
Q2 2022
Reduced 9.78%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
4,009
shares
|
$0
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
3,926
shares
|
$0
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wmg Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,398
shares
|
$0
0.0% of portfolio
|
Q3 2025
Reduced 6.11%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
3,336
shares
|
$0
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
3,331
shares
|
$0
0.04% of portfolio
|
Q3 2025
Reduced 6.06%
|
|