Who owns First Trust Mid Cap Core Alpha Fnd?
- Ticker: FNX
- CUSIP Number: 33735B108
Tip: Access positions for across all investors
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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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 | $128M | -1% | Jun 2024 |
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LPL Financial | 903k | $106M | 5% | Sep 2024 |
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Wells Fargo & Company | 749k | $88M | 0% | Sep 2024 |
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Raymond James Financial Services Advisors | 290k | $34M | -4% | Sep 2024 |
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Royal Bank of Canada | 229k | $27M | -5% | Sep 2024 |
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Raymond James & Associates | 207k | $24M | -10% | Sep 2024 |
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National Bank Of Canada /fi/ | 192k | $23M | 9554% | Sep 2024 |
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International Assets Investment Management | 185k | $1.6M | 10295% | Sep 2024 |
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Kestra Advisory Services | 175k | $21M | -41% | Sep 2024 |
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Advisor Group Holdings | 171k | $20M | 6% | Sep 2024 |
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HighTower Advisors | 136k | $15M | 2% | Jun 2024 |
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Cetera Investment Advisers | 135k | $15M | -3% | Jun 2024 |
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Bank of America Corporation | 130k | $15M | 9% | Sep 2024 |
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Stifel Financial | 87k | $9.5M | 8% | Jun 2024 |
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Cambridge Investment Research Advisors | 80k | $9.4M | -34% | Sep 2024 |
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Commonwealth Equity Services | 71k | $8.3M | 24% | Sep 2024 |
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Bellevue Asset Management | 71k | $8.3M | 0% | Sep 2024 |
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D.A. Davidson & Co. | 70k | $7.6M | -9% | Jun 2024 |
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Lakeridge Wealth Management | 70k | $8.2M | 6% | Sep 2024 |
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Janney Montgomery Scott | 63k | $7.4M | 7% | Sep 2024 |
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Benjamin Edwards | 61k | $7.1M | 100% | Sep 2024 |
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Per Stirling Capital Management | 60k | $7.0M | 60% | Sep 2024 |
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Chicago Partners Investment | 60k | $7.0M | 2% | Sep 2024 |
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Benjamin F. Edwards & Company | 59k | $6.4M | -22% | Jun 2024 |
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Sanctuary Advisors | 57k | $7.1M | 6% | Sep 2024 |
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National Asset Management | 53k | $5.8M | 14% | Jun 2024 |
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First Trust Advisors | 49k | $5.8M | -3% | Sep 2024 |
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Kestra Private Wealth Services | 43k | $5.0M | -1% | Sep 2024 |
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Fortress Wealth Group | 40k | $4.7M | 4% | Sep 2024 |
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Atria Investments | 38k | $4.4M | 1% | Sep 2024 |
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Prospera Financial Services | 36k | $4.2M | 5% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 36k | $4.2M | 11% | Sep 2024 |
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Stratos Wealth Partners | 31k | $3.7M | 17% | Sep 2024 |
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Priebe Wealth Holdings | 31k | $3.6M | 7% | Sep 2024 |
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H D Vest Advisory Services | 27k | $3.0M | -18% | Jun 2024 |
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Private Advisor | 27k | $3.2M | -3% | Sep 2024 |
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Envestnet Asset Management | 22k | $2.6M | -30% | Sep 2024 |
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Western Wealth Management | 22k | $2.6M | 17% | Sep 2024 |
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Snowden Capital Advisors | 21k | $2.5M | -4% | Sep 2024 |
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Brian McDonald | 19k | $2.2M | 0% | Sep 2024 |
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Citizens Financial Group | 18k | $2.1M | 0% | Sep 2024 |
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Perigon Wealth Management | 17k | $2.0M | 3% | Sep 2024 |
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Bedel Financial Consulting | 17k | $2.0M | 0% | Sep 2024 |
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LVZ Advisors | 16k | $1.9M | 3% | Sep 2024 |
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Empirical Asset Management | 16k | $1.8M | 142% | Sep 2024 |
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Cozad Asset Management | 15k | $1.7M | -1% | Sep 2024 |
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Kaydan Wealth Management | 15k | $1.7M | -1% | Sep 2024 |
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Old Mission Capital | 14k | $1.6M | 100% | Jun 2024 |
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Branch Banking & Trust Company | 13k | $1.4M | 4% | Jun 2024 |
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DHJJ Financial Advisors | 13k | $1.5M | -4% | Sep 2024 |
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Proactive Wealth Strategies | 13k | $1.5M | 100% | Sep 2024 |
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Nbc Securities | 13k | $1.5M | -5% | Sep 2024 |
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Resources Investment Advisors | 13k | $1.5M | 167% | Sep 2024 |
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Oppenheimer & Co | 13k | $1.5M | 7% | Sep 2024 |
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Transamerica Financial Advisors | 12k | $1.4M | -11% | Sep 2024 |
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Stephens | 12k | $1.4M | 0% | Sep 2024 |
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Park National Corp | 11k | $1.3M | 0% | Sep 2024 |
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Goss Wealth Management | 11k | $1.2M | -4% | Jun 2024 |
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Harbour Investments | 11k | $1.3M | -2% | Sep 2024 |
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Pacific Sun Financial Corp | 11k | $1.2M | 0% | Sep 2024 |
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Sterling Investment Advisors | 10k | $1.2M | -4% | Sep 2024 |
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Equitable Holdings | 9.3k | $1.0M | 0% | Jun 2024 |
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CWM | 8.8k | $1.0M | 0% | Sep 2024 |
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Mml Investors Services | 8.8k | $1.0M | -16% | Sep 2024 |
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Keystone Wealth Services | 8.5k | $993k | 0% | Sep 2024 |
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Wealth Enhancement Advisory Services | 8.4k | $906k | 1% | Jun 2024 |
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Flow Traders US | 7.8k | $918k | 20% | Sep 2024 |
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American Institute for Advanced Investment Management | 7.8k | $910k | -3% | Sep 2024 |
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MONECO Advisors | 7.4k | $870k | 0% | Sep 2024 |
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Southland Equity Partners | 7.4k | $869k | 0% | Sep 2024 |
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United Advisor Group | 7.2k | $839k | 0% | Sep 2024 |
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Jones Financial Companies, L.L | 7.1k | $829k | 7209% | Sep 2024 |
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Creative Planning | 7.0k | $819k | -6% | Sep 2024 |
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GPS Wealth Strategies Group | 6.6k | $778k | 16936% | Sep 2024 |
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Kowal Investment Group | 6.4k | $754k | -7% | Sep 2024 |
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Sigma Planning | 6.0k | $703k | 5% | Sep 2024 |
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PFG Advisors | 5.7k | $663k | -13% | Sep 2024 |
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Steward Partners Investment Advisory | 5.3k | $571k | -2% | Jun 2024 |
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First Heartland Consultants | 5.0k | $590k | -86% | Sep 2024 |
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Quantum Private Wealth | 4.7k | $547k | 0% | Sep 2024 |
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Apollon Wealth Management | 4.5k | $526k | -69% | Sep 2024 |
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Envestnet Portfolio Solutions | 4.1k | $486k | 2% | Sep 2024 |
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Independent Wealth Network | 4.1k | $475k | -1% | Sep 2024 |
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Condor Capital Management | 4.0k | $473k | 0% | Sep 2024 |
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Mariner Wealth Advisors | 4.0k | $472k | 100% | Sep 2024 |
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Susquehanna International | 3.8k | $445k | -72% | Sep 2024 |
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Rathbones Brothers | 3.7k | $404k | 2% | Jun 2024 |
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Kingsview Wealth Management | 3.7k | $430k | 4% | Sep 2024 |
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Tcfg Wealth Management | 3.6k | $427k | 100% | Sep 2024 |
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Moors & Cabot | 3.6k | $425k | -13% | Sep 2024 |
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Us Bancorp | 3.6k | $422k | 0% | Sep 2024 |
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Nations Financial Group | 3.5k | $414k | -3% | Sep 2024 |
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KPP Advisory Services | 3.5k | $406k | -1% | Sep 2024 |
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Belpointe Asset Management | 3.4k | $368k | 3% | Jun 2024 |
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Cedrus | 3.4k | $393k | 100% | Sep 2024 |
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World Equity Group | 3.3k | $382k | -9% | Sep 2024 |
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Element Wealth | 3.2k | $380k | -1% | Sep 2024 |
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Great Valley Advisor Group | 3.2k | $378k | 0% | Sep 2024 |
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ABLE Financial Group | 3.2k | $378k | 7% | Sep 2024 |
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Pnc Financial Services | 3.2k | $370k | 1% | Sep 2024 |
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Park Edge Advisors | 3.1k | $361k | -17% | Sep 2024 |
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Woodmont Investment Counsel | 3.1k | $360k | 65% | Sep 2024 |
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Coppell Advisory Solutions | 3.0k | $351k | 0% | Sep 2024 |
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Private Trust Co Na | 3.0k | $324k | 26% | Jun 2024 |
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Blue Bell Private Wealth Management | 2.9k | $340k | 0% | Sep 2024 |
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Good Life Advisors | 2.8k | $331k | 100% | Sep 2024 |
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National Wealth Management Group | 2.8k | $330k | -29% | Sep 2024 |
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Westwood Holdings | 2.8k | $329k | 0% | Sep 2024 |
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Farther Finance Advisors | 2.6k | $300k | 0% | Sep 2024 |
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Atria Wealth Solutions | 2.5k | $297k | -96% | Sep 2024 |
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Financial Advisory Service | 2.4k | $281k | -1% | Sep 2024 |
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Ameritas Advisory Services | 2.4k | $279k | 0% | Sep 2024 |
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Wedbush Morgan Securities | 2.4k | $276k | -1% | Sep 2024 |
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Hm Payson & Co | 2.3k | $266k | 0% | Sep 2024 |
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Advisory Services Network | 2.2k | $238k | 0% | Sep 2024 |
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MAI Wealth Advisors | 2.2k | $254k | 0% | Sep 2024 |
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BKA Wealth Consulting | 2.1k | $250k | 0% | Sep 2024 |
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Schrum Private Wealth Management | 2.1k | $249k | 100% | Sep 2024 |
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Howe and Rusling | 2.1k | $249k | 0% | Sep 2024 |
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Pinnacle Wealth Planning Services | 2.1k | $246k | 0% | Sep 2024 |
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Hanson McClain Advisors | 2.1k | $243k | 0% | Sep 2024 |
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Mercer Global Advisors | 2.0k | $221k | 0% | Jun 2024 |
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Ohe Financial | 2.0k | $236k | 1% | Sep 2024 |
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M3 Advisory Group | 2.0k | $230k | 1% | Sep 2024 |
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BKM Wealth Management | 2.0k | $229k | 4% | Sep 2024 |
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Concurrent Investment Advisors | 1.8k | $212k | -67% | Sep 2024 |
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Farrell Financial | 1.8k | $217k | 100% | Sep 2024 |
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Geneos Wealth Management | 1.7k | $179k | 0% | Jun 2024 |
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Golden State Equity Partners | 1.3k | $0 | 100% | Sep 2024 |
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Spire Wealth Management | 1.1k | $125k | 0% | Sep 2024 |
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Gilliland Jeter Wealth Management | 700.00 | $82k | 0% | Sep 2024 |
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Larson Financial Group | 1.0k | $121k | 0% | Sep 2024 |
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Principal Securities | 1.0k | $121k | 0% | Sep 2024 |
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Jpmorgan Chase & Co | 930.00 | $109k | -37% | Sep 2024 |
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GAMMA Investing | 927.00 | $109k | 0% | Sep 2024 |
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IFP Advisors | 904.00 | $98k | -2% | Jun 2024 |
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AlphaMark Advisors | 890.00 | $104k | -14% | Sep 2024 |
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Tidemark | 889.00 | $104k | 0% | Sep 2024 |
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Tower Research Capital | 888.00 | $96k | 16% | Jun 2024 |
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City Holding | 825.00 | $97k | 0% | Sep 2024 |
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Global Retirement Partners | 801.00 | $94k | 21% | Sep 2024 |
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Citigroup | 742.00 | $87k | -53% | Sep 2024 |
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Continuum Advisory | 650.00 | $79k | 0% | Sep 2024 |
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PSI Advisors | 462.00 | $54k | 0% | Sep 2024 |
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CoreCap Advisors | 451.00 | $53k | 0% | Sep 2024 |
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Hexagon Capital Partners | 447.00 | $52k | 0% | Sep 2024 |
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Live Oak Investment Partners | 392.00 | $46k | -19% | Sep 2024 |
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Sandy Spring Bank | 387.00 | $45k | 0% | Sep 2024 |
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ICA Group Wealth Management | 106.00 | $12k | -98% | Jun 2024 |
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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 |
---|---|---|---|
Concorde Asset Management | Jun 2024 | 17k | $1.9M |
Virtu Financial | Jun 2024 | 15k | $1.6M |
Virtue Capital Management | Mar 2024 | 5.4k | $584k |
Citadel Advisors | Jun 2024 | 3.1k | $333k |
Jane Street | Jun 2024 | 2.5k | $267k |
Belvedere Trading | Jun 2024 | 1.9k | $206k |
Ashton Thomas Private Wealth | Jun 2024 | 1.6k | $177k |
Darren Munn | Jun 2024 | 1.2k | $127k |