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 | $139M | 3% | Mar 2026 |
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| LPL Financial | 963k | $124M | 3% | Mar 2026 |
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| Wells Fargo & Company | 720k | $92M | 6% | Mar 2026 |
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| Raymond James Financial | 442k | $57M | -1% | Mar 2026 |
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| Royal Bank of Canada | 274k | $35M | 100% | Mar 2026 |
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| UBS Group | 208k | $27M | -5% | Mar 2026 |
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| Bank of America Corporation | 206k | $26M | 100% | Mar 2026 |
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| Cetera Investment Advisers | 198k | $25M | 1% | Mar 2026 |
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| Baird Financial | 157k | $20M | -15% | Mar 2026 |
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| Three Cord True Wealth Management | 145k | $21M | 6% | Jun 2026 |
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| HighTower Advisors | 121k | $16M | -3% | Mar 2026 |
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| Stifel Financial | 91k | $12M | 2% | Mar 2026 |
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| Per Stirling Capital Management | 77k | $9.9M | 82% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 76k | $9.8M | 4% | Mar 2026 |
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| Kestra Advisory Services | 73k | $11M | -1% | Jun 2026 |
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| Perryman Financial Advisory Inc /ad | 71k | $10M | 1% | Jun 2026 |
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| Commonwealth Equity Services | 69k | $10M | 2% | Jun 2026 |
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| Chicago Partners Investment | 59k | $8.5M | -1% | Jun 2026 |
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| Advisor Group Holdings | 54k | $6.9M | -9% | Mar 2026 |
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| Kestra Private Wealth Services | 47k | $6.9M | 1% | Jun 2026 |
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| D.A. Davidson & Co. | 44k | $6.5M | 0% | Jun 2026 |
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| Sanctuary Advisors | 43k | $5.5M | 0% | Mar 2026 |
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| Stratos Wealth Partners | 40k | $5.1M | 0% | Mar 2026 |
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| Envestnet Asset Management | 38k | $4.9M | -15% | Mar 2026 |
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| Western Wealth Management | 38k | $4.8M | 2% | Mar 2026 |
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| Benjamin Edwards | 35k | $5.1M | 66% | Jun 2026 |
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| Cambridge Investment Research Advisors | 34k | $4.9M | -1% | Jun 2026 |
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| Janney Montgomery Scott | 33k | $4.3M | 9% | Mar 2026 |
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| First Trust Advisors | 33k | $4.2M | 1360% | Mar 2026 |
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| Prospera Financial Services | 28k | $3.6M | 1% | Mar 2026 |
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| Private Advisor | 26k | $3.4M | 0% | Mar 2026 |
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| Lakeridge Wealth Management | 26k | $3.4M | 2% | Mar 2026 |
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| Harbour Investments | 26k | $3.3M | 91% | Mar 2026 |
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| FSM Wealth Advisors | 23k | $3.0M | 5% | Mar 2026 |
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| Proactive Wealth Strategies | 23k | $2.9M | 92% | Mar 2026 |
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| Solutions 4 Wealth | 22k | $3.2M | -3% | Jun 2026 |
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| Snowden Capital Advisors | 20k | $2.6M | 0% | Mar 2026 |
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| Citizens Financial Group | 18k | $2.3M | 0% | Mar 2026 |
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| Branch Banking & Trust Company | 18k | $2.6M | -3% | Jun 2026 |
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| Fortress Wealth Group | 17k | $2.2M | 54% | Mar 2026 |
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| Rockefeller Capital Management | 17k | $2.2M | 0% | Mar 2026 |
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| Perigon Wealth Management | 17k | $2.2M | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 16k | $2.1M | 4% | Mar 2026 |
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| Gts Securities | 16k | $2.1M | 221% | Mar 2026 |
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| Fifth Third Bancorp | 16k | $2.1M | 100% | Mar 2026 |
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| Bedel Financial Consulting | 16k | $2.3M | 0% | Jun 2026 |
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| Oppenheimer & Co | 15k | $1.9M | 0% | Mar 2026 |
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| Jones Financial Companies, L.L | 14k | $1.8M | 8% | Mar 2026 |
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| Susquehanna International | 12k | $1.6M | 331% | Mar 2026 |
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| Purus Wealth Management | 12k | $1.8M | 73% | Jun 2026 |
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| Cozad Asset Management | 12k | $1.6M | -2% | Mar 2026 |
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| Kaydan Wealth Management | 12k | $1.8M | 1% | Jun 2026 |
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| Creative Planning | 12k | $1.5M | -3% | Mar 2026 |
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| Goss Wealth Management | 11k | $1.4M | 4% | Mar 2026 |
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| Stephens | 11k | $1.6M | 0% | Jun 2026 |
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| DHJJ Financial Advisors | 11k | $1.5M | 0% | Jun 2026 |
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| Park National Corp | 10k | $1.3M | 0% | Mar 2026 |
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| AssuredPartners Investment Advisors | 10k | $1.3M | -4% | Mar 2026 |
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| J.w. Cole Advisors | 9.7k | $1.2M | -52% | Mar 2026 |
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| Independent Advisor Alliance | 9.6k | $1.2M | 100% | Mar 2026 |
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| Triumph Capital Management | 9.4k | $1.2M | 342% | Mar 2026 |
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| LVZ Advisors | 9.3k | $1.4M | -5% | Jun 2026 |
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| Pacific Sun Financial Corp | 9.1k | $1.2M | -2% | Mar 2026 |
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| Equitable Holdings | 9.1k | $1.1M | 0% | Mar 2026 |
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| Keystone Financial Group | 9.1k | $1.3M | 100% | Jun 2026 |
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| Sterling Investment Advisors | 8.4k | $1.2M | -6% | Jun 2026 |
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| Keystone Wealth Services | 8.1k | $1.0M | 100% | Mar 2026 |
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| Mml Investors Services | 7.8k | $999k | -4% | Mar 2026 |
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| United Advisor Group | 7.2k | $1.0M | 0% | Jun 2026 |
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| Potentia Wealth | 7.1k | $913k | -10% | Mar 2026 |
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| Southland Equity Partners | 6.8k | $999k | -1% | Jun 2026 |
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| Catalyst Investment Management | 6.7k | $919k | 5% | Mar 2026 |
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| Goldman Sachs Group | 6.7k | $855k | -52% | Mar 2026 |
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| Bellevue Asset Management | 6.3k | $811k | -70% | Mar 2026 |
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| Transamerica Financial Advisors | 6.1k | $782k | 9139% | Mar 2026 |
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| Rathbones Brothers | 5.4k | $795k | 4% | Jun 2026 |
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| FMR | 5.4k | $696k | 17% | Mar 2026 |
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| Steward Partners Investment Advisory | 5.4k | $690k | -4% | Mar 2026 |
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| Bensler | 5.4k | $785k | 5% | Jun 2026 |
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| Virtu Financial | 5.1k | $659k | 100% | Mar 2026 |
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| Three Seasons Wealth | 4.7k | $607k | 0% | Mar 2026 |
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| National Asset Management | 4.7k | $686k | -5% | Jun 2026 |
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| IHT Wealth Management | 4.6k | $586k | -1% | Mar 2026 |
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| CWM | 4.5k | $577k | -1% | Mar 2026 |
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| Higgins & Schmidt Wealth Strategies | 4.5k | $658k | -3% | Jun 2026 |
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| World Equity Group | 4.3k | $634k | 12% | Jun 2026 |
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| Hilton Head Capital Partners | 4.3k | $546k | 100% | Mar 2026 |
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| Sigma Planning | 3.6k | $465k | -18% | Mar 2026 |
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| MONECO Advisors | 3.6k | $464k | 0% | Mar 2026 |
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| Moors & Cabot | 3.6k | $459k | -1% | Mar 2026 |
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| KPP Advisory Services | 3.5k | $507k | 0% | Jun 2026 |
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| Farther Finance Advisors | 3.4k | $496k | -4% | Jun 2026 |
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| Tcfg Wealth Management | 3.4k | $434k | 0% | Mar 2026 |
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| TCFG Investment Advisors | 3.4k | $495k | 0% | Jun 2026 |
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| Pnc Financial Services | 3.4k | $434k | 0% | Mar 2026 |
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| National Wealth Management Group | 3.4k | $432k | -2% | Mar 2026 |
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| Belpointe Asset Management | 3.4k | $430k | -1% | Mar 2026 |
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| Mariner Wealth Advisors | 3.2k | $416k | -4% | Mar 2026 |
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| Great Valley Advisor Group | 3.2k | $414k | 0% | Mar 2026 |
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| Geneos Wealth Management | 3.2k | $409k | 0% | Mar 2026 |
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| Apollon Wealth Management | 3.1k | $394k | 0% | Mar 2026 |
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| Element Wealth | 3.0k | $387k | -1% | Mar 2026 |
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| Blue Bell Private Wealth Management | 2.9k | $372k | 0% | Mar 2026 |
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| Park Edge Advisors | 2.9k | $423k | 0% | Jun 2026 |
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| Nations Financial Group | 2.9k | $418k | 0% | Jun 2026 |
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| Morey & Quinn Wealth Partners | 2.8k | $356k | 2% | Mar 2026 |
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| Private Trust Co Na | 2.8k | $403k | 3% | Jun 2026 |
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| Quantum Private Wealth | 2.7k | $401k | 0% | Jun 2026 |
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| Condor Capital Management | 2.5k | $315k | -15% | Mar 2026 |
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| Warren Averett Asset Management | 2.4k | $310k | 0% | Mar 2026 |
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| Krilogy Financial | 2.4k | $353k | 0% | Jun 2026 |
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| Mercer Global Advisors | 2.4k | $307k | 100% | Mar 2026 |
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| Empirical Asset Management | 2.4k | $306k | -11% | Mar 2026 |
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| Rubicon Advisors, GP | 2.4k | $347k | 0% | Jun 2026 |
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| HighPoint Advisor | 2.3k | $298k | 0% | Mar 2026 |
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| Crux Wealth Advisors | 2.3k | $297k | -12% | Mar 2026 |
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| Wedbush Morgan Securities | 2.3k | $332k | 7% | Jun 2026 |
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| Pinnacle Financial Partners | 2.3k | $289k | 0% | Mar 2026 |
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| Cedrus Wealth Group | 2.2k | $329k | 19% | Jun 2026 |
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| Intl Fcstone | 2.2k | $280k | -19% | Mar 2026 |
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| Intrua Financial | 2.2k | $318k | -2% | Jun 2026 |
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| Centaurus Financial | 2.2k | $276k | -13% | Mar 2026 |
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| Kingswood Wealth Advisors | 2.1k | $270k | 10% | Mar 2026 |
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| Pinnacle Wealth Planning Services | 2.1k | $269k | 0% | Mar 2026 |
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| MAI Wealth Advisors | 2.1k | $269k | 0% | Mar 2026 |
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| Aspen Capital Management | 2.1k | $267k | 0% | Mar 2026 |
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| Titleist Asset Management | 2.0k | $262k | -3% | Mar 2026 |
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| Integrated Wealth Concepts | 2.0k | $260k | 100% | Mar 2026 |
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| Financial Advisory Service | 2.0k | $297k | -7% | Jun 2026 |
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| Kingsview Wealth Management | 2.0k | $258k | 2% | Mar 2026 |
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| RM Financial Services | 2.0k | $257k | 100% | Mar 2026 |
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| XML Financial | 2.0k | $292k | 100% | Jun 2026 |
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| Advisory Services Network | 2.0k | $256k | 100% | Mar 2026 |
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| Westwood Holdings | 2.0k | $254k | -1% | Mar 2026 |
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| Ohe Financial | 2.0k | $253k | 0% | Mar 2026 |
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| Cornerstone Financial Group | 1.9k | $265k | 0% | Mar 2026 |
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| Richmond Investment Services | 1.9k | $279k | -51% | Jun 2026 |
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| Mount Yale Investment Advisors | 1.9k | $240k | 100% | Mar 2026 |
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| Vestmark Advisory Solutions | 1.9k | $240k | 100% | Mar 2026 |
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| Truefg | 1.9k | $272k | 0% | Jun 2026 |
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| Independent Financial Group | 1.8k | $234k | 100% | Mar 2026 |
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| Farrell Financial | 1.8k | $261k | 0% | Jun 2026 |
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| Trueblood Wealth Management | 1.8k | $259k | 0% | Jun 2026 |
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| American Institute for Advanced Investment Management | 1.8k | $225k | 0% | Mar 2026 |
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| Hm Payson & Co | 1.7k | $254k | 0% | Jun 2026 |
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| Thurston, Springer, Miller, Herd & Titak | 1.7k | $249k | 0% | Jun 2026 |
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| M3 Advisory Group | 1.7k | $249k | 0% | Jun 2026 |
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| Ameriflex Group | 1.7k | $217k | 2% | Mar 2026 |
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| Hanson McClain Advisors | 1.7k | $213k | 0% | Mar 2026 |
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| BKA Wealth Consulting | 1.6k | $238k | 0% | Jun 2026 |
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| Independent Wealth Network | 1.6k | $204k | -58% | Mar 2026 |
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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 |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 20k | $2.6M |
| Citadel Advisors | Dec 2025 | 12k | $1.5M |
| Envestnet Portfolio Solutions | Dec 2025 | 4.2k | $523k |
| PFG Advisors | Mar 2026 | 3.7k | $470k |
| Coppell Advisory Solutions | Dec 2025 | 3.0k | $382k |
| BKM Wealth Management | Mar 2026 | 2.0k | $252k |