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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 752k | $79M | -12% | Dec 2023 |
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| Raymond James Financial Services Advisors | 301k | $34M | 1% | Mar 2024 |
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| Kestra Advisory Services | 298k | $31M | -4% | 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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| Kaydan Wealth Management | 211k | $24M | 1354% | Mar 2024 |
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| Raymond James & Associates | 209k | $24M | -11% | Mar 2024 |
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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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| Cambridge Investment Research Advisors | 77k | $8.7M | 5% | Mar 2024 |
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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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| Bellevue Asset Management | 68k | $7.1M | 38% | Dec 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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| Janney Montgomery Scott | 45k | $4.7M | -1% | Dec 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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| National Bank Of Canada /fi/ | 34k | $3.5M | 100% | Dec 2023 |
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| Stratos Wealth Partners | 31k | $3.5M | 13% | Mar 2024 |
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| Private Advisor | 30k | $3.2M | 15% | Dec 2023 |
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| Priebe Wealth Holdings | 26k | $3.0M | 3% | Mar 2024 |
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| Prospera Financial Services | 26k | $2.7M | -2% | Dec 2023 |
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| Atria Investments | 25k | $2.6M | -23% | Dec 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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| 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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| 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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| Perigon Wealth Management | 16k | $1.7M | -3% | Dec 2023 |
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| DHJJ Financial Advisors | 16k | $1.8M | -2% | Mar 2024 |
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| LVZ Advisors | 16k | $1.8M | -61% | Mar 2024 |
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| Cozad Asset Management | 15k | $1.5M | -1% | Dec 2023 |
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| Branch Banking & Trust Company | 14k | $1.5M | -1% | Dec 2023 |
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| Nbc Securities | 14k | $1.5M | -8% | Mar 2024 |
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| MONECO Advisors | 12k | $1.3M | -15% | Dec 2023 |
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| Sterling Investment Advisors | 11k | $1.2M | -2% | Dec 2023 |
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| Pacific Sun Financial Corp | 11k | $1.1M | -3% | Dec 2023 |
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| CWM | 8.8k | $993k | 0% | Mar 2024 |
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| Transamerica Financial Advisors | 8.6k | $904k | -43% | Dec 2023 |
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| Keystone Wealth Services | 8.6k | $971k | -1% | Mar 2024 |
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| Creative Planning | 8.5k | $888k | 7% | Dec 2023 |
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| Wealth Enhancement Advisory Services | 8.3k | $938k | 7% | Mar 2024 |
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| American Institute for Advanced Investment Management | 7.7k | $872k | 9% | Mar 2024 |
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| Southland Equity Partners | 7.4k | $842k | -1% | Mar 2024 |
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| Kowal Investment Group | 6.7k | $765k | 0% | Mar 2024 |
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| PFG Advisors | 6.5k | $683k | 6% | Dec 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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| 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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| Independent Wealth Network | 4.1k | $460k | -2% | Mar 2024 |
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| Park Edge Advisors | 3.9k | $444k | -1% | Mar 2024 |
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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 | $416k | 0% | Mar 2024 |
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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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| 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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| 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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| 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 | $242k | 0% | Mar 2024 |
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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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| AlphaMark Advisors | 2.0k | $226k | -89% | Mar 2024 |
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| Mariner Wealth Advisors | 1.9k | $202k | 100% | Dec 2023 |
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| M3 Advisory Group | 1.9k | $201k | 100% | Dec 2023 |
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| BKM Wealth Management | 1.9k | $211k | 5% | Mar 2024 |
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| Jpmorgan Chase & Co | 1.8k | $189k | 0% | 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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| Tradition Wealth Management | 1.3k | $131k | 0% | Dec 2023 |
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| Spire Wealth Management | 1.1k | $126k | 0% | Mar 2024 |
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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 | $94k | 0% | Mar 2024 |
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| Principal Securities | 807.00 | $84k | 100% | Dec 2023 |
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| Citigroup | 764.00 | $80k | 0% | Dec 2023 |
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| Global Retirement Partners | 663.00 | $75k | 0% | Mar 2024 |
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| Live Oak Investment Partners | 615.00 | $64k | 0% | Dec 2023 |
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| Hexagon Capital Partners | 447.00 | $51k | 0% | Mar 2024 |
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| Sandy Spring Bank | 387.00 | $40k | 0% | Dec 2023 |
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| Baldwin Brothers | 330.00 | $37k | 0% | Mar 2024 |
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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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| Anchor Investment Management | 273.00 | $29k | 0% | Dec 2023 |
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| Sunbelt Securities | 202.00 | $23k | 0% | Mar 2024 |
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| Mather Group | 199.00 | $21k | 100% | Mar 2024 |
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| Proequities | 149.00 | $16M | 0% | Dec 2023 |
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| Trifecta Capital Advisors | 134.00 | $15k | 0% | Mar 2024 |
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| Larson Financial Group | 102.00 | $11k | 0% | Dec 2023 |
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| Smartleaf Asset Management | 101.00 | $11k | 100% | Dec 2023 |
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| Pinnacle Bank | 100.00 | $11k | 0% | Mar 2024 |
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| Kozak & Associates | 92.00 | $9.3k | 0% | Dec 2023 |
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| GPS Wealth Strategies Group | 61.00 | $6.4k | 0% | Dec 2023 |
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| Nemes Rush Group | 50.00 | $5.2k | 0% | Dec 2023 |
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| Aspire Private Capital | 42.00 | $4.8k | 0% | Mar 2024 |
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| FTB Advisors | 31.00 | $3.3k | -16% | Dec 2023 |
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| EverSource Wealth Advisors | 12.00 | $1.3k | 0% | Dec 2023 |
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| Sound Income Strategies | 10.00 | $1.1k | 100% | Mar 2024 |
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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 |
| Well Done | Dec 2023 | 4.3k | $445k |
| RFG Advisory | Dec 2023 | 3.5k | $367k |
| Townsquare Capital | Sep 2023 | 2.7k | $249k |
| Raymond James Trust | Dec 2023 | 2.5k | $265k |
| Burns Matteson Capital Management | Sep 2023 | 2.3k | $211k |
| Cedar Brook Financial Partners | Dec 2023 | 2.2k | $227k |
| Signature | Sep 2023 | 266.00 | $25k |
| Ronald Blue Trust | Sep 2023 | 113.00 | $11k |
| Moisand Fitzgerald Tamayo | Dec 2023 | 106.00 | $11k |