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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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 | $131M | -1% | Dec 2024 |
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| LPL Financial | 930k | $108M | 3% | Dec 2024 |
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| Wells Fargo & Company | 748k | $87M | 0% | Dec 2024 |
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| Raymond James Financial | 508k | $59M | 100% | Dec 2024 |
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| Royal Bank of Canada | 248k | $29M | 9% | Dec 2024 |
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| UBS Group | 212k | $25M | -5% | Dec 2024 |
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| National Bank Of Canada /fi/ | 198k | $23M | 3% | Dec 2024 |
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| Kestra Advisory Services | 188k | $22M | 7% | Dec 2024 |
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| Cetera Investment Advisers | 169k | $20M | 2% | Dec 2024 |
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| Baird Financial | 166k | $19M | 3% | Dec 2024 |
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| Advisor Group Holdings | 166k | $19M | -3% | Dec 2024 |
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| Bank of America Corporation | 133k | $15M | 3% | Dec 2024 |
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| HighTower Advisors | 129k | $15M | -1% | Dec 2024 |
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| Three Cord True Wealth Management | 107k | $12M | 100% | Dec 2024 |
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| GAMMA Investing | 101k | $927k | 10798% | Mar 2025 |
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| Stifel Financial | 86k | $10M | -2% | Dec 2024 |
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| Lakeridge Wealth Management | 71k | $8.2M | 2% | Dec 2024 |
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| Bellevue Asset Management | 71k | $8.2M | 0% | Dec 2024 |
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| Commonwealth Equity Services | 70k | $8.1M | -1% | Dec 2024 |
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| Per Stirling Capital Management | 62k | $7.2M | 4% | Dec 2024 |
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| Chicago Partners Investment | 60k | $7.0M | 1% | Dec 2024 |
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| D.A. Davidson & Co. | 59k | $6.9M | -6% | Dec 2024 |
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| Sanctuary Advisors | 56k | $6.9M | 0% | Dec 2024 |
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| Benjamin Edwards | 56k | $6.5M | -8% | Dec 2024 |
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| Cambridge Investment Research Advisors | 55k | $6.4M | -31% | Dec 2024 |
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| Janney Montgomery Scott | 54k | $6.3M | -14% | Dec 2024 |
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| First Trust Advisors | 47k | $5.4M | -5% | Dec 2024 |
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| Fortress Wealth Group | 41k | $4.8M | 2% | Dec 2024 |
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| Kestra Private Wealth Services | 40k | $4.7M | -6% | Dec 2024 |
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| Atria Investments | 39k | $4.5M | 3% | Dec 2024 |
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| Northwestern Mutual Wealth Management Company | 37k | $4.3M | 4% | Dec 2024 |
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| National Asset Management | 37k | $4.3M | -34% | Dec 2024 |
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| Susquehanna International | 35k | $4.0M | 816% | Dec 2024 |
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| Stratos Wealth Partners | 34k | $3.9M | 9% | Dec 2024 |
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| Prospera Financial Services | 33k | $3.8M | -9% | Dec 2024 |
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| Priebe Wealth Holdings | 32k | $3.7M | 5% | Dec 2024 |
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| Gts Securities | 30k | $3.4M | -22% | Dec 2024 |
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| H D Vest Advisory Services | 27k | $3.1M | 2% | Dec 2024 |
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| Private Advisor | 27k | $3.1M | 0% | Dec 2024 |
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| Citadel Advisors | 25k | $2.9M | 100% | Dec 2024 |
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| Solutions 4 Wealth | 21k | $2.5M | 0% | Dec 2024 |
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| Snowden Capital Advisors | 21k | $2.4M | -2% | Dec 2024 |
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| Envestnet Asset Management | 21k | $2.4M | -6% | Dec 2024 |
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| Branch Banking & Trust Company | 19k | $2.2M | -5% | Dec 2024 |
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| Brian McDonald | 19k | $2.2M | 1% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 19k | $2.2M | 100% | Dec 2024 |
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| Citizens Financial Group | 18k | $2.1M | 0% | Dec 2024 |
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| Perigon Wealth Management | 17k | $2.0M | 0% | Dec 2024 |
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| Bedel Financial Consulting | 17k | $2.0M | 0% | Dec 2024 |
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| LVZ Advisors | 16k | $1.8M | 0% | Dec 2024 |
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| Oppenheimer & Co | 15k | $1.8M | 19% | Dec 2024 |
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| Cozad Asset Management | 15k | $1.7M | -1% | Dec 2024 |
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| Empirical Asset Management | 14k | $1.6M | -9% | Dec 2024 |
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| Resources Investment Advisors | 14k | $1.6M | 7% | Dec 2024 |
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| Kaydan Wealth Management | 14k | $1.6M | -7% | Dec 2024 |
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| Proactive Wealth Strategies | 13k | $1.5M | 0% | Dec 2024 |
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| DHJJ Financial Advisors | 12k | $1.4M | -3% | Dec 2024 |
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| Nbc Securities | 12k | $1.3M | 101833% | Mar 2025 |
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| Stephens | 11k | $1.3M | -2% | Dec 2024 |
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| Transamerica Financial Advisors | 11k | $1.3M | -4% | Dec 2024 |
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| Park National Corp | 11k | $1.3M | 0% | Dec 2024 |
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| Harbour Investments | 11k | $1.3M | -2% | Dec 2024 |
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| Goss Wealth Management | 11k | $1.2M | -5% | Dec 2024 |
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| Pacific Sun Financial Corp | 11k | $1.2M | 0% | Dec 2024 |
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| Jones Financial Companies, L.L | 11k | $1.2M | 48% | Dec 2024 |
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| Sterling Investment Advisors | 10k | $1.2M | -2% | Dec 2024 |
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| Flow Traders US | 10k | $1.2M | 30% | Dec 2024 |
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| Mml Investors Services | 9.2k | $1.1M | 5% | Dec 2024 |
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| Equitable Holdings | 9.1k | $1.1M | -2% | Dec 2024 |
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| Keystone Wealth Services | 8.5k | $980k | 0% | Dec 2024 |
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| Independent Advisor Alliance | 8.3k | $956k | 100% | Dec 2024 |
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| Wiley Bros.-aintree Capital | 7.4k | $864k | 68% | Dec 2024 |
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| Southland Equity Partners | 7.3k | $848k | -1% | Dec 2024 |
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| Creative Planning | 7.3k | $844k | 4% | Dec 2024 |
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| United Advisor Group | 7.2k | $830k | 0% | Dec 2024 |
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| GPS Wealth Strategies Group | 6.4k | $746k | -3% | Dec 2024 |
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| Virtu Financial | 6.3k | $729k | 100% | Dec 2024 |
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| Lido Advisors | 6.2k | $712k | 100% | Dec 2024 |
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| Sigma Planning | 5.9k | $679k | -2% | Dec 2024 |
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| IHT Wealth Management | 5.8k | $674k | -26% | Dec 2024 |
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| Steward Partners Investment Advisory | 5.5k | $642k | 0% | Dec 2024 |
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| PFG Advisors | 5.5k | $639k | -2% | Dec 2024 |
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| Rathbones Brothers | 5.4k | $629k | 4% | Dec 2024 |
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| MONECO Advisors | 5.4k | $625k | -27% | Dec 2024 |
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| American Institute for Advanced Investment Management | 5.4k | $624k | -31% | Dec 2024 |
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| Higgins & Schmidt Wealth Strategies | 5.1k | $586k | 0% | Dec 2024 |
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| CWM | 5.0k | $581k | -43% | Dec 2024 |
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| First Heartland Consultants | 4.7k | $541k | -7% | Dec 2024 |
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| Quantum Private Wealth | 4.7k | $540k | 0% | Dec 2024 |
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| Apollon Wealth Management | 4.5k | $522k | 0% | Dec 2024 |
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| Woodmont Investment Counsel | 4.3k | $497k | 40% | Dec 2024 |
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| Envestnet Portfolio Solutions | 4.1k | $480k | 0% | Dec 2024 |
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| Independent Wealth Network | 4.0k | $463k | -1% | Dec 2024 |
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| Condor Capital Management | 4.0k | $460k | -2% | Dec 2024 |
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| Mariner Wealth Advisors | 3.8k | $442k | -5% | Dec 2024 |
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| SRS Capital Advisors | 3.8k | $438k | 100% | Dec 2024 |
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| FMR | 3.8k | $437k | 43% | Dec 2024 |
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| Goldman Sachs Group | 3.7k | $428k | 100% | Dec 2024 |
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| Private Trust Co Na | 3.6k | $422k | 23% | Dec 2024 |
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| Tcfg Wealth Management | 3.6k | $422k | 0% | Dec 2024 |
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| Moors & Cabot | 3.6k | $420k | 0% | Dec 2024 |
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| Us Bancorp | 3.6k | $418k | 0% | Dec 2024 |
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| Ameriflex Group | 3.5k | $421k | 100% | Dec 2024 |
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| EverSource Wealth Advisors | 3.5k | $403k | 28933% | Dec 2024 |
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| Pnc Financial Services | 3.5k | $401k | 10% | Dec 2024 |
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| KPP Advisory Services | 3.5k | $401k | 0% | Dec 2024 |
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| Great Valley Advisor Group | 3.4k | $394k | 5% | Dec 2024 |
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| Belpointe Asset Management | 3.4k | $394k | 0% | Dec 2024 |
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| Nations Financial Group | 3.3k | $385k | -6% | Dec 2024 |
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| World Equity Group | 3.3k | $383k | 2% | Dec 2024 |
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| National Wealth Management Group | 3.3k | $382k | 17% | Dec 2024 |
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| ABLE Financial Group | 3.2k | $376k | 1% | Dec 2024 |
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| Element Wealth | 3.1k | $364k | -3% | Dec 2024 |
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| Park Edge Advisors | 3.0k | $331k | -2% | Mar 2025 |
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| Coppell Advisory Solutions | 3.0k | $347k | 0% | Dec 2024 |
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| Mercer Global Advisors | 3.0k | $346k | 44% | Dec 2024 |
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| RFG Advisory | 2.9k | $318k | 100% | Mar 2025 |
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| Blue Bell Private Wealth Management | 2.9k | $336k | 0% | Dec 2024 |
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| Westwood Holdings | 2.8k | $325k | 0% | Dec 2024 |
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| Farther Finance Advisors | 2.5k | $291k | -2% | Dec 2024 |
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| Atria Wealth Solutions | 2.5k | $288k | -2% | Dec 2024 |
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| MAI Wealth Advisors | 2.4k | $281k | 12% | Dec 2024 |
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| Kingsview Wealth Management | 2.4k | $280k | -34% | Dec 2024 |
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| Ameritas Advisory Services | 2.4k | $276k | 0% | Dec 2024 |
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| Hm Payson & Co | 2.2k | $259k | -2% | Dec 2024 |
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| Advisory Services Network | 2.2k | $259k | 2% | Dec 2024 |
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| Financial Advisory Service | 2.2k | $253k | -9% | Dec 2024 |
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| BKA Wealth Consulting | 2.1k | $247k | 0% | Dec 2024 |
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| Howe and Rusling | 2.1k | $245k | 0% | Dec 2024 |
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| Wedbush Morgan Securities | 2.1k | $244k | -10% | Dec 2024 |
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| Pinnacle Wealth Planning Services | 2.1k | $243k | 0% | Dec 2024 |
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| Richmond Investment Services | 2.1k | $242k | 100% | Dec 2024 |
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| Hanson McClain Advisors | 2.1k | $252k | 0% | Dec 2024 |
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| Pure Financial Advisors | 2.1k | $239k | 100% | Dec 2024 |
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| Ohe Financial | 2.0k | $228k | -2% | Dec 2024 |
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| M3 Advisory Group | 2.0k | $228k | 0% | Dec 2024 |
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| BKM Wealth Management | 2.0k | $227k | 0% | Dec 2024 |
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| Kingswood Wealth Advisors | 1.9k | $221k | 100% | Dec 2024 |
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| Cornerstone Financial Group | 1.9k | $219k | 100% | Dec 2024 |
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| Old Mission Capital | 1.8k | $210k | 100% | Dec 2024 |
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| Concurrent Investment Advisors | 1.8k | $209k | 0% | Dec 2024 |
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| Integrated Wealth Concepts | 1.8k | $205k | 100% | Dec 2024 |
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| Farrell Financial | 1.8k | $205k | 0% | Dec 2024 |
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| J.w. Cole Advisors | 1.7k | $201k | 100% | Dec 2024 |
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| Geneos Wealth Management | 1.6k | $191k | 3% | Dec 2024 |
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| Jpmorgan Chase & Co | 1.4k | $165k | 53% | Dec 2024 |
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| Spire Wealth Management | 1.1k | $124k | 0% | Dec 2024 |
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| Larson Financial Group | 1.0k | $120k | 0% | Dec 2024 |
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| Principal Securities | 1.0k | $119k | 0% | Dec 2024 |
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| Global Retirement Partners | 953.00 | $110k | 19% | Dec 2024 |
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| IFP Advisors | 898.00 | $104k | -43% | Dec 2024 |
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| Tower Research Capital | 112.00 | $13k | -89% | Dec 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 |
|---|---|---|---|
| International Assets Investment Management | Sep 2024 | 185k | $1.6M |
| Western Wealth Management | Sep 2024 | 22k | $2.6M |
| Good Life Advisors | Sep 2024 | 2.8k | $331k |
| Schrum Private Wealth Management | Sep 2024 | 2.1k | $249k |
| Golden State Equity Partners | Sep 2024 | 1.3k | $0 |
| Gilliland Jeter Wealth Management | Sep 2024 | 1.1k | $119k |