Purchases and Sales Made in Q4 2025 in First Trust Mid Cap Growth Alp (FNY)
This table provides information about the institutional ownership of First Trust Mid Cap Growth Alp (FNY) during Q4 2025. The information is specifically focused on institutions that hold shares of FIRST TRUST MID CAP GROWTH ALP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
18.1KNew |
N/A
|
18.1K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Pursuit Wealth Management LLC
Palm Beach Gardens, FL |
BUY
|
- |
14.9KNew |
N/A
|
14.9K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
3.21KNew |
N/A
|
3.21K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.95KNew |
N/A
|
2.95K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Sylvest Advisors, LLC
Dallas, TX |
BUY
|
- |
1.14K+ 6.54% |
N/A
|
18.5K
$0
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
689+ 2.52% |
N/A
|
28K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
28New |
N/A
|
28
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-10- 0.22% |
N/A
|
4.64K
$0
|
|
|
Jan 15, 2026
Q4 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-148- 1.87% |
N/A
|
7.78K
$0
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-170- 15.67% |
N/A
|
915
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-372- 1.02% |
N/A
|
36K
$0
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
SELL
|
- |
-568- 26.49% |
N/A
|
1.58K
$0
|
|
|
Jan 21, 2026
Q4 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-576- 11.37% |
N/A
|
4.49K
$0
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-833- 10.79% |
N/A
|
6.89K
$0
|
|
|
Jan 12, 2026
Q4 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.06K- 13.04% |
N/A
|
7.04K
$0
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.16K- 34.83% |
N/A
|
5.92K
$0
|
|