Who owns First Trust Mid Cap Core Alpha Fnd?

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Analyze quarterly positions in First Trust Mid Cap Core Alpha Fnd with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of First Trust Mid Cap Core Alpha Fnd stock

Who bought or sold First Trust Mid Cap Core Alpha Fnd this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Morgan Stanley 1.2M $113M 0% Sep 2023
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LPL Financial 873k $80M 1% Sep 2023
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Wells Fargo & Company 752k $79M -12% Dec 2023
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Kestra Advisory Services 298k $31M -4% Dec 2023
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Raymond James Financial Services Advisors 298k $31M -2% Dec 2023
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UBS Group 269k $28M 0% Dec 2023
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Royal Bank of Canada 249k $26M -1% Dec 2023
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Raymond James & Associates 234k $24M 3% Dec 2023
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Baird Financial 175k $18M 5% Dec 2023
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Advisor Group Holdings 158k $17M 50% Dec 2023
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HighTower Advisors 129k $14M 10% Dec 2023
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Stifel Financial 108k $11M 1% Dec 2023
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Bank of America Corporation 103k $11M -3% Dec 2023
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Cetera Investment Advisers 99k $9.1M 0% Sep 2023
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Benjamin F. Edwards & Company 77k $8.0M -10% Dec 2023
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National Asset Management 75k $7.8M 61% Dec 2023
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D.A. Davidson & Co. 74k $7.7M -29% Dec 2023
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Cambridge Investment Research Advisors 74k $7.7M -8% Dec 2023
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Bellevue Asset Management 68k $7.1M 38% Dec 2023
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Envestnet Asset Management 59k $5.4M 54% Sep 2023
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Commonwealth Equity Services 58k $6.1M 34% Dec 2023
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Chicago Partners Investment 58k $5.9M 3% Dec 2023
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Golden State Equity Partners 55k $5.7M -32% Dec 2023
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Kestra Private Wealth Services 52k $5.5M -4% Dec 2023
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First Trust Advisors 52k $4.8M 22% Sep 2023
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Janney Montgomery Scott 45k $4.7M -1% Dec 2023
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LVZ Advisors 40k $4.2M -11% Dec 2023
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Per Stirling Capital Management 39k $3.6M 8% Sep 2023
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Fortress Wealth Group 37k $3.8M -49% Dec 2023
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First Heartland Consultants 36k $3.7M 23% Dec 2023
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IHT Wealth Management 35k $3.2M 29% Sep 2023
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National Bank Of Canada /fi/ 34k $3.5M 100% Dec 2023
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Private Advisor 30k $3.2M 15% Dec 2023
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Dorsey Wright & Associates 29k $2.6M 100% Sep 2023
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Stratos Wealth Partners 27k $2.9M 4% Dec 2023
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Prospera Financial Services 26k $2.7M -2% Dec 2023
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Priebe Wealth Holdings 25k $2.7M 100% Dec 2023
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Atria Investments 25k $2.6M -23% Dec 2023
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Multi-Financial Securities 25k $2.3M 8% Sep 2023
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Financial Network Investment Corporation 24k $2.2M 86% Sep 2023
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Virtu Financial 23k $2.4M 100% Dec 2023
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Citadel Advisors 23k $2.4M 100% Dec 2023
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Snowden Capital Advisors 23k $2.4M -40% Dec 2023
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Western Wealth Management 22k $2.3M 5% Dec 2023
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Solutions 4 Wealth 21k $2.2M 100% Dec 2023
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H D Vest Advisory Services 20k $2.1M -4% Dec 2023
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Brian McDonald 20k $1.8M 100% Sep 2023
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Citizens Financial Group 18k $1.9M 0% Dec 2023
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Flow Traders US 18k $1.9M 100% Dec 2023
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Apollon Wealth Management 18k $1.9M -1% Dec 2023
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AlphaMark Advisors 18k $1.9M 31% Dec 2023
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Park National Corp 18k $1.9M -2% Dec 2023
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Bedel Financial Consulting 17k $1.8M 0% Dec 2023
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Bedel Financial Consulting 17k $1.6M 100% Sep 2023
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DHJJ Financial Advisors 16k $1.7M -3% Dec 2023
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Perigon Wealth Management 16k $1.7M -3% Dec 2023
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Integrated Wealth Concepts 16k $1.5M -2% Sep 2023
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Nbc Securities 15k $1.5M -5% Dec 2023
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Cozad Asset Management 15k $1.5M -1% Dec 2023
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Kaydan Wealth Management 15k $1.5M -4% Dec 2023
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Branch Banking & Trust Company 14k $1.5M -1% Dec 2023
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Susquehanna International 14k $1.3M 16% Sep 2023
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Mml Investors Services 14k $1.3M 2% Sep 2023
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Personal Cfo Solutions 14k $1.2M 33% Sep 2023
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Oppenheimer & Co 13k $1.2M 0% Sep 2023
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MONECO Advisors 12k $1.3M -15% Dec 2023
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Stephens 12k $1.1M -1% Sep 2023
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Sterling Investment Advisors 11k $1.2M -2% Dec 2023
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Northwestern Mutual Wealth Management Company 11k $1.0M 18% Sep 2023
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Pacific Sun Financial Corp 11k $1.1M -3% Dec 2023
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Equitable Holdings 8.8k $810k 2% Sep 2023
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CWM 8.8k $914k -12% Dec 2023
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Transamerica Financial Advisors 8.6k $904k -43% Dec 2023
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Keystone Wealth Services 8.6k $902k -12% Dec 2023
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Creative Planning 8.5k $888k 7% Dec 2023
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Wealth Enhancement Advisory Services 7.7k $808k 14% Dec 2023
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Southland Equity Partners 7.5k $783k 3% Dec 2023
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American Institute for Advanced Investment Management 7.1k $738k -7% Dec 2023
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Kowal Investment Group 6.7k $704k -2% Dec 2023
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Waterloo Capital 6.6k $606k 100% Sep 2023
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PFG Advisors 6.5k $683k 6% Dec 2023
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Goss Wealth Management 6.5k $595k 1% Sep 2023
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Steward Partners Investment Advisory 6.2k $643k -7% Dec 2023
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Moors & Cabot 6.0k $631k 11% Dec 2023
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Mercer Global Advisors 6.0k $627k 100% Dec 2023
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ICA Group Wealth Management 5.6k $590k 1% Dec 2023
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Atria Wealth Solutions 5.5k $571k -20% Dec 2023
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Virtue Capital Management 5.4k $548k 14% Dec 2023
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Quantum Private Wealth 5.1k $530k -6% Dec 2023
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J.w. Cole Advisors 4.9k $510k -67% Dec 2023
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Great Valley Advisor Group 4.5k $464k -16% Dec 2023
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Envestnet Portfolio Solutions 4.3k $453k 100% Dec 2023
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National Wealth Management Group 4.3k $452k 49% Dec 2023
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Well Done 4.3k $445k 100% Dec 2023
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Independent Wealth Network 4.1k $432k -1% Dec 2023
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Harbour Investments 4.1k $430k 4% Dec 2023
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Condor Capital Management 4.1k $424k 0% Dec 2023
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Park Edge Advisors 4.0k $413k 0% Dec 2023
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Jane Street 3.9k $406k 100% Dec 2023
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Us Bancorp 3.9k $403k 0% Dec 2023
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Koshinski Asset Management 3.8k $396k 100% Dec 2023
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Kingsview Wealth Management 3.7k $385k -42% Dec 2023
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Element Wealth 3.7k $384k -5% Dec 2023
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Nations Financial Group 3.7k $383k -3% Dec 2023
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RFG Advisory 3.5k $367k -1% Dec 2023
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Two Sigma Investments 3.5k $366k 100% Dec 2023
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Pnc Financial Services 3.4k $352k 0% Dec 2023
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Comerica Securities 3.4k $310k -1% Sep 2023
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Rathbones Brothers 3.2k $296k 2% Sep 2023
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Westwood Holdings 2.9k $268k -24% Sep 2023
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Blue Bell Private Wealth Management 2.9k $303k 0% Dec 2023
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Tidemark 2.8k $297k 100% Dec 2023
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Raymond James Trust 2.5k $265k 0% Dec 2023
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Wedbush Morgan Securities 2.5k $260k 5% Dec 2023
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Ameritas Advisory Services 2.5k $258k -16% Dec 2023
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Financial Advisory Service 2.4k $254k 0% Dec 2023
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Private Trust Co Na 2.4k $249k 0% Dec 2023
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Belpointe Asset Management 2.3k $214k 100% Sep 2023
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Hm Payson & Co 2.3k $209k -18% Sep 2023
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Cedar Brook Financial Partners 2.2k $227k -2% Dec 2023
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Coppell Advisory Solutions 2.2k $230k -89% Dec 2023
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Advisory Services Network 2.1k $224k -12% Dec 2023
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BKA Wealth Consulting 2.1k $223k 100% Dec 2023
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Howe and Rusling 2.1k $222k 100% Dec 2023
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Pinnacle Wealth Planning Services 2.1k $219k 100% Dec 2023
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MAI Wealth Advisors 2.1k $219k -6% Dec 2023
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Hanson McClain Advisors 2.1k $216k -14% Dec 2023
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Mariner Wealth Advisors 1.9k $202k 100% Dec 2023
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Jpmorgan Chase & Co 1.8k $189k 0% Dec 2023
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BKM Wealth Management 1.8k $185k 100% Dec 2023
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IFP Advisors 1.7k $179k -18% Dec 2023
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Farther Finance Advisors 1.7k $173k -41% Dec 2023
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Geneos Wealth Management 1.7k $173k -2% Dec 2023
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FMR 1.3k $116k 0% Sep 2023
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Tradition Wealth Management 1.3k $131k 0% Dec 2023
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Spire Wealth Management 1.1k $113k -7% Dec 2023
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DB Wealth Management Group 1.1k $111k 0% Dec 2023
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PSI Advisors 854.00 $89k 0% Dec 2023
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City Holding 825.00 $86k 0% Dec 2023
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Principal Securities 807.00 $84k 100% Dec 2023
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Strategic Investment Solutions 777.00 $72k 100% Sep 2023
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Citigroup 764.00 $80k 0% Dec 2023
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Global Retirement Partners 662.00 $67k -7% Dec 2023
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Live Oak Investment Partners 615.00 $64k 0% Dec 2023
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Hexagon Capital Partners 447.00 $47k 0% Dec 2023
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Sandy Spring Bank 387.00 $40k 0% Dec 2023
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Baldwin Brothers 330.00 $35k 0% Dec 2023
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Huntington National Bank 300.00 $31k -45% Dec 2023
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Key FInancial 289.00 $30k 0% Dec 2023
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Lindbrook Capital 275.00 $29k 0% Dec 2023
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Nelson, Van Denburg & Campbell Wealth Management 5.00 $522.000000 -98% Dec 2023
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Who sold out of First Trust Mid Cap Core Alpha Fnd?

Fund or Company Name Date Sold Shares Held Valued At
Gts Securities Sep 2023 7.1k $657k
Hanlon Investment Management Sep 2023 7.1k $650k
Sigma Planning Sep 2023 5.3k $485k
Brown Miller Wealth Management Sep 2023 3.8k $352k
Townsquare Capital Sep 2023 2.7k $249k
Burns Matteson Capital Management Sep 2023 2.3k $211k