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 1.1M $128M 100% Jun 2025
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LPL Financial 886k $111M -3% Sep 2025
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Wells Fargo & Company 666k $84M -15% Sep 2025
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Raymond James Financial 485k $61M 0% Sep 2025
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Royal Bank of Canada 262k $33M -5% Sep 2025
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UBS Group 215k $27M -4% Sep 2025
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Cetera Investment Advisers 197k $25M 16% Sep 2025
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Baird Financial 183k $23M 4% Sep 2025
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HighTower Advisors 125k $16M -1% Sep 2025
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Three Cord True Wealth Management 120k $15M 2% Sep 2025
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Advisor Group Holdings 100k $13M 6% Sep 2025
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Stifel Financial 88k $11M -4% Sep 2025
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Kestra Advisory Services 78k $9.8M 8% Sep 2025
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Lakeridge Wealth Management 73k $9.2M -8% Sep 2025
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Northwestern Mutual Wealth Management Company 69k $8.7M 22% Sep 2025
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Commonwealth Equity Services 68k $8.5M -2% Sep 2025
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National Asset Management 65k $8.2M 0% Sep 2025
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Chicago Partners Investment 60k $7.6M 0% Sep 2025
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Cambridge Investment Research Advisors 56k $7.0M 4% Sep 2025
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D.A. Davidson & Co. 52k $6.5M -5% Sep 2025
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Kestra Private Wealth Services 44k $5.5M 3% Sep 2025
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Per Stirling Capital Management 42k $5.2M -1% Sep 2025
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Stratos Wealth Partners 40k $5.0M -3% Sep 2025
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Western Wealth Management 37k $4.7M 2% Sep 2025
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Janney Montgomery Scott 36k $4.5M -27% Sep 2025
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Prospera Financial Services 30k $3.8M -5% Sep 2025
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Goldman Sachs Group 28k $3.5M 100% Sep 2025
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Private Advisor 25k $3.2M -3% Sep 2025
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H D Vest Advisory Services 23k $2.7M -15% Jun 2025
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Solutions 4 Wealth 22k $2.8M 0% Sep 2025
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Benjamin Edwards 22k $2.7M -18% Sep 2025
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Bellevue Asset Management 21k $2.6M -11% Sep 2025
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FSM Wealth Advisors 21k $2.6M -3% Sep 2025
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Snowden Capital Advisors 20k $2.6M -2% Sep 2025
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Wealth Enhancement Advisory Services 19k $2.4M 0% Sep 2025
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Brian McDonald 19k $2.4M 0% Sep 2025
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Virtu Financial 18k $2.3M 100% Sep 2025
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Citizens Financial Group 18k $2.3M 148% Sep 2025
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Perigon Wealth Management 17k $2.1M -1% Sep 2025
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Envestnet Asset Management 17k $2.1M -2% Sep 2025
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Branch Banking & Trust Company 16k $2.1M -11% Sep 2025
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Bedel Financial Consulting 16k $2.0M -7% Sep 2025
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Oppenheimer & Co 15k $1.9M 0% Sep 2025
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Wiley Bros.-aintree Capital 15k $1.8M 0% Sep 2025
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Harbour Investments 13k $1.7M 4% Sep 2025
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Creative Planning 13k $1.6M -1% Sep 2025
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Jones Financial Companies, L.L 13k $1.6M 14% Sep 2025
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Kaydan Wealth Management 13k $1.6M -2% Sep 2025
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Cozad Asset Management 13k $1.6M -14% Sep 2025
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Proactive Wealth Strategies 12k $1.5M -1% Sep 2025
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DHJJ Financial Advisors 11k $1.4M -1% Sep 2025
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Fortress Wealth Group 11k $1.4M -71% Sep 2025
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Stephens 11k $1.4M -1% Sep 2025
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AssuredPartners Investment Advisors 11k $1.4M -8% Sep 2025
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Park National Corp 10k $1.3M -6% Sep 2025
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Sterling Investment Advisors 10k $1.3M -1% Sep 2025
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LVZ Advisors 9.5k $1.2M -41% Sep 2025
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Pacific Sun Financial Corp 9.4k $1.2M -7% Sep 2025
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Equitable Holdings 8.9k $1.1M 0% Sep 2025
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Susquehanna International 8.7k $1.1M -79% Sep 2025
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Priebe Wealth Holdings 8.5k $972k -53% Jun 2025
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Keystone Wealth Services 8.2k $1.0M 0% Sep 2025
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Potentia Wealth 7.9k $995k -4% Sep 2025
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GPS Wealth Strategies Group 7.8k $983k 14% Sep 2025
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Crux Wealth Advisors 7.6k $956k -5% Sep 2025
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Empirical Asset Management 7.6k $952k -48% Sep 2025
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Mml Investors Services 7.6k $947k 10% Sep 2025
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Goss Wealth Management 7.5k $947k -25% Sep 2025
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Southland Equity Partners 7.2k $907k -1% Sep 2025
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United Advisor Group 7.1k $896k -1% Sep 2025
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Citadel Advisors 6.0k $756k -48% Sep 2025
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Flow Traders US 6.0k $756k 100% Sep 2025
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Rockefeller Capital Management 5.8k $724k 100% Sep 2025
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Steward Partners Investment Advisory 5.6k $701k 0% Sep 2025
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Rathbones Brothers 5.4k $674k 0% Sep 2025
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PFG Advisors 5.2k $655k -3% Sep 2025
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Sigma Planning 5.1k $638k 174% Sep 2025
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CWM 5.0k $631k 0% Sep 2025
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Three Seasons Wealth 4.7k $594k -1% Sep 2025
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Higgins & Schmidt Wealth Strategies 4.7k $591k -2% Sep 2025
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First Heartland Consultants 4.7k $589k 22% Sep 2025
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Apollon Wealth Management 4.7k $589k 0% Sep 2025
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FMR 4.6k $581k -6% Sep 2025
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IHT Wealth Management 4.3k $545k 0% Sep 2025
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Richmond Investment Services 4.2k $524k 0% Sep 2025
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Envestnet Portfolio Solutions 4.2k $521k 2% Sep 2025
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Independent Wealth Network 3.8k $481k -1% Sep 2025
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Mariner Wealth Advisors 3.7k $465k 0% Sep 2025
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MONECO Advisors 3.7k $463k -4% Sep 2025
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Bensler 3.7k $459k 67% Sep 2025
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Tcfg Wealth Management 3.6k $457k 0% Sep 2025
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Moors & Cabot 3.6k $455k 2% Sep 2025
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World Equity Group 3.5k $445k 2% Sep 2025
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National Wealth Management Group 3.5k $444k 13% Sep 2025
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KPP Advisory Services 3.5k $434k 0% Sep 2025
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Geneos Wealth Management 3.5k $434k 0% Sep 2025
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Us Bancorp 3.4k $432k -6% Sep 2025
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Belpointe Asset Management 3.4k $425k 0% Sep 2025
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Pnc Financial Services 3.4k $423k 0% Sep 2025
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Quantum Private Wealth 3.4k $421k 0% Sep 2025
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Great Valley Advisor Group 3.2k $405k 0% Sep 2025
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Nations Financial Group 3.2k $402k 0% Sep 2025
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Jane Street 3.2k $401k 100% Sep 2025
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Element Wealth 3.0k $382k -1% Sep 2025
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Coppell Advisory Solutions 3.0k $376k 0% Sep 2025
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Condor Capital Management 2.9k $364k 0% Sep 2025
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Blue Bell Private Wealth Management 2.9k $364k 0% Sep 2025
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Park Edge Advisors 2.9k $360k 0% Sep 2025
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Intl Fcstone 2.8k $348k 2% Sep 2025
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Private Trust Co Na 2.7k $342k 15% Sep 2025
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Morey & Quinn Wealth Partners 2.7k $342k -4% Sep 2025
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Warren Averett Asset Management 2.4k $303k 0% Sep 2025
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Krilogy Financial 2.4k $299k 100% Sep 2025
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MAI Wealth Advisors 2.4k $295k 0% Sep 2025
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Ameritas Advisory Services 2.3k $293k 44% Sep 2025
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Ameriflex Group 2.3k $287k 100% Sep 2025
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Elios Financial Group 2.3k $262k 0% Jun 2025
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Farther Finance Advisors 2.3k $286k -5% Sep 2025
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First Trust Advisors 2.2k $279k 0% Sep 2025
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Kingswood Wealth Advisors 2.2k $276k 18% Sep 2025
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Financial Advisory Service 2.2k $272k 0% Sep 2025
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Gts Securities 2.2k $271k -85% Sep 2025
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J.w. Cole Advisors 2.1k $267k 0% Sep 2025
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Hrt Financial 2.1k $266k -1% Sep 2025
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Wedbush Morgan Securities 2.1k $265k 0% Sep 2025
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Pinnacle Wealth Planning Services 2.1k $263k 0% Sep 2025
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Aspen Capital Management 2.1k $261k 0% Sep 2025
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Hanson McClain Advisors 2.1k $261k 0% Sep 2025
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Pure Financial Advisors 2.1k $259k -2% Sep 2025
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Westwood Holdings 2.0k $249k 0% Sep 2025
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Kingsview Wealth Management 2.0k $248k -6% Sep 2025
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Ohe Financial 2.0k $247k 0% Sep 2025
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BKA Wealth Consulting 1.9k $244k -7% Sep 2025
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Meeder Advisory Services 1.9k $244k 100% Sep 2025
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BKM Wealth Management 1.9k $242k -1% Sep 2025
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M3 Advisory Group 1.9k $242k -1% Sep 2025
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Cornerstone Financial Group 1.9k $239k 0% Sep 2025
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Intrua Financial 1.9k $234k 0% Sep 2025
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Truefg 1.9k $233k -20% Sep 2025
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Centaurus Financial 1.8k $225k 1% Sep 2025
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Farrell Financial 1.8k $223k 0% Sep 2025
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Trueblood Wealth Management 1.8k $221k 0% Sep 2025
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American Institute for Advanced Investment Management 1.8k $220k 0% Sep 2025
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Hm Payson & Co 1.7k $218k 0% Sep 2025
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Marshall Investment Management 1.7k $208k 100% Sep 2025
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Triumph Capital Management 1.6k $201k 100% Sep 2025
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Mercer Global Advisors 1.6k $201k 100% Sep 2025
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Mpwm Advisory Solutions 1.6k $195k 0% Sep 2025
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Nbc Securities 1.5k $184k -91% Sep 2025
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Advisory Services Network 1.1k $136k 100% Sep 2025
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Thurston, Springer, Miller, Herd & Titak 846.00 $106k -89% Sep 2025
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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
Atria Investments Jun 2025 9.8k $1.1M
Woodmont Investment Counsel Jun 2025 6.0k $690k
Old Mission Capital Jun 2025 5.1k $580k
RFG Advisory Jun 2025 2.9k $331k
Two Sigma Securities Jun 2025 2.8k $325k
Atria Wealth Solutions Mar 2025 2.4k $267k
Integrated Wealth Concepts Jun 2025 1.9k $218k
Concurrent Investment Advisors Jun 2025 1.8k $209k
SRS Capital Advisors Jun 2025 1.5k $170k