Who owns First Trust Mid Cap Core Alpha Fnd?

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
 View chart
LPL Financial 1.0M $152M 8% Jun 2026
 View chart
Wells Fargo & Company 708k $104M -2% Jun 2026
 View chart
Raymond James Financial 438k $64M -1% Jun 2026
 View chart
Royal Bank of Canada 296k $43M 8% Jun 2026
 View chart
Cetera Investment Advisers 210k $31M 6% Jun 2026
 View chart
Bank of America Corporation 208k $31M 1% Jun 2026
 View chart
UBS Group 199k $29M -4% Jun 2026
 View chart
Baird Financial 161k $24M 2% Jun 2026
 View chart
Three Cord True Wealth Management 145k $21M 6% Jun 2026
 View chart
HighTower Advisors 121k $18M 0% Jun 2026
 View chart
Stifel Financial 90k $13M -2% Jun 2026
 View chart
Northwestern Mutual Wealth Management Company 79k $12M 4% Jun 2026
 View chart
Per Stirling Capital Management 79k $12M 3% Jun 2026
 View chart
Kestra Advisory Services 73k $11M -1% Jun 2026
 View chart
Perryman Financial Advisory Inc /ad 71k $10M 1% Jun 2026
 View chart
Commonwealth Equity Services 69k $10M 2% Jun 2026
 View chart
Chicago Partners Investment 59k $8.5M -1% Jun 2026
 View chart
Advisor Group Holdings 52k $7.6M -4% Jun 2026
 View chart
Kestra Private Wealth Services 47k $6.9M 1% Jun 2026
 View chart
Sanctuary Advisors 45k $6.6M 5% Jun 2026
 View chart
D.A. Davidson & Co. 44k $6.5M 0% Jun 2026
 View chart
Envestnet Asset Management 41k $5.9M 6% Jun 2026
 View chart
Stratos Wealth Partners 40k $5.8M 0% Jun 2026
 View chart
Wiley Bros.-aintree Capital 40k $5.7M 142% Jun 2026
 View chart
Western Wealth Management 39k $5.7M 3% Jun 2026
 View chart
Benjamin Edwards 35k $5.1M 66% Jun 2026
 View chart
Private Advisor 35k $5.1M 31% Jun 2026
 View chart
Cambridge Investment Research Advisors 34k $4.9M -1% Jun 2026
 View chart
Janney Montgomery Scott 32k $4.7M -3% Jun 2026
 View chart
Harbour Investments 27k $4.0M 6% Jun 2026
 View chart
Prospera Financial Services 26k $3.8M -9% Jun 2026
 View chart
Proactive Wealth Strategies 23k $3.3M 0% Jun 2026
 View chart
FSM Wealth Advisors 22k $3.3M -4% Jun 2026
 View chart
Solutions 4 Wealth 22k $3.2M -3% Jun 2026
 View chart
Lakeridge Wealth Management 22k $3.2M -18% Jun 2026
 View chart
Snowden Capital Advisors 20k $2.9M -2% Jun 2026
 View chart
Citizens Financial Group 18k $2.7M 0% Jun 2026
 View chart
Branch Banking & Trust Company 18k $2.6M -3% Jun 2026
 View chart
Perigon Wealth Management 17k $2.5M 0% Jun 2026
 View chart
Rockefeller Capital Management 17k $2.5M -1% Jun 2026
 View chart
Fortress Wealth Group 17k $2.4M -2% Jun 2026
 View chart
Wealth Enhancement Advisory Services 17k $2.4M 100% Jun 2026
 View chart
Fifth Third Bancorp 16k $2.4M 2% Jun 2026
 View chart
Susquehanna International 16k $2.3M 28% Jun 2026
 View chart
Bedel Financial Consulting 16k $2.3M 0% Jun 2026
 View chart
Jones Financial Companies, L.L 15k $2.2M 8% Jun 2026
 View chart
Oppenheimer & Co 15k $2.2M 0% Jun 2026
 View chart
Cozad Asset Management 12k $1.8M 0% Jun 2026
 View chart
Purus Wealth Management 12k $1.8M 73% Jun 2026
 View chart
Kaydan Wealth Management 12k $1.8M 1% Jun 2026
 View chart
Creative Planning 12k $1.8M 0% Jun 2026
 View chart
Stephens 11k $1.6M 0% Jun 2026
 View chart
DHJJ Financial Advisors 11k $1.5M 0% Jun 2026
 View chart
Goss Wealth Management 10k $1.5M -6% Jun 2026
 View chart
Park National Corp 10k $1.5M -1% Jun 2026
 View chart
AssuredPartners Investment Advisors 9.6k $1.4M -6% Jun 2026
 View chart
Triumph Capital Management 9.4k $1.2M 342% Mar 2026
 View chart
LVZ Advisors 9.3k $1.4M -5% Jun 2026
 View chart
Equitable Holdings 9.1k $1.3M 1% Jun 2026
 View chart
J.w. Cole Advisors 9.1k $1.3M -6% Jun 2026
 View chart
Keystone Financial Group 9.1k $1.3M 100% Jun 2026
 View chart
Pacific Sun Financial Corp 8.5k $1.3M -6% Jun 2026
 View chart
Sterling Investment Advisors 8.4k $1.2M -6% Jun 2026
 View chart
Keystone Wealth Services 8.1k $1.2M 0% Jun 2026
 View chart
Mml Investors Services 8.1k $1.2M 4% Jun 2026
 View chart
FMR 7.2k $1.1M 32% Jun 2026
 View chart
United Advisor Group 7.2k $1.0M 0% Jun 2026
 View chart
Southland Equity Partners 6.8k $999k -1% Jun 2026
 View chart
Catalyst Investment Management 6.7k $976k 0% Jun 2026
 View chart
Gts Securities 6.7k $976k -59% Jun 2026
 View chart
Bellevue Asset Management 6.0k $883k -5% Jun 2026
 View chart
Rathbones Brothers 5.4k $795k 4% Jun 2026
 View chart
Steward Partners Investment Advisory 5.4k $788k 0% Jun 2026
 View chart
Bensler 5.4k $785k 5% Jun 2026
 View chart
Flow Traders US 4.8k $699k 100% Jun 2026
 View chart
Three Seasons Wealth 4.7k $693k 0% Jun 2026
 View chart
National Asset Management 4.7k $686k -5% Jun 2026
 View chart
IHT Wealth Management 4.6k $670k 0% Jun 2026
 View chart
Us Bancorp 4.5k $660k 33% Jun 2026
 View chart
CWM 4.5k $577k -1% Mar 2026
 View chart
Higgins & Schmidt Wealth Strategies 4.5k $658k -3% Jun 2026
 View chart
World Equity Group 4.3k $634k 12% Jun 2026
 View chart
Sigma Planning 3.7k $540k 2% Jun 2026
 View chart
Moors & Cabot 3.6k $524k 0% Jun 2026
 View chart
KPP Advisory Services 3.5k $507k 0% Jun 2026
 View chart
Belpointe Asset Management 3.4k $499k 2% Jun 2026
 View chart
Hilton Head Capital Partners 3.4k $497k -20% Jun 2026
 View chart
Farther Finance Advisors 3.4k $496k -4% Jun 2026
 View chart
Tcfg Wealth Management 3.4k $434k 0% Mar 2026
 View chart
TCFG Investment Advisors 3.4k $495k 0% Jun 2026
 View chart
Mariner Wealth Advisors 3.2k $474k 0% Jun 2026
 View chart
National Wealth Management Group 3.2k $473k -4% Jun 2026
 View chart
Great Valley Advisor Group 3.2k $473k 0% Jun 2026
 View chart
Geneos Wealth Management 3.2k $467k 0% Jun 2026
 View chart
Morey & Quinn Wealth Partners 3.1k $457k 12% Jun 2026
 View chart
Element Wealth 3.0k $441k 0% Jun 2026
 View chart
Blue Bell Private Wealth Management 2.9k $424k 0% Jun 2026
 View chart
Park Edge Advisors 2.9k $423k 0% Jun 2026
 View chart
Nations Financial Group 2.9k $418k 0% Jun 2026
 View chart
Private Trust Co Na 2.8k $403k 3% Jun 2026
 View chart
Quantum Private Wealth 2.7k $401k 0% Jun 2026
 View chart
Cresset Asset Management 2.7k $388k 100% Jun 2026
 View chart
HPM Partners 2.6k $386k 100% Jun 2026
 View chart
Apollon Wealth Management 2.6k $376k -16% Jun 2026
 View chart
Pnc Financial Services 2.5k $372k -25% Jun 2026
 View chart
Condor Capital Management 2.5k $360k 0% Jun 2026
 View chart
First Trust Advisors 2.4k $355k -93% Jun 2026
 View chart
Warren Averett Asset Management 2.4k $354k 0% Jun 2026
 View chart
Krilogy Financial 2.4k $353k 0% Jun 2026
 View chart
Integrated Wealth Concepts 2.4k $350k 18% Jun 2026
 View chart
Rubicon Advisors, GP 2.4k $347k 0% Jun 2026
 View chart
HighPoint Advisor 2.3k $340k 0% Jun 2026
 View chart
Wedbush Morgan Securities 2.3k $332k 7% Jun 2026
 View chart
Crux Wealth Advisors 2.3k $332k -2% Jun 2026
 View chart
Empirical Asset Management 2.3k $332k -5% Jun 2026
 View chart
Pinnacle Financial Partners 2.3k $330k 0% Jun 2026
 View chart
Cedrus Wealth Group 2.2k $329k 19% Jun 2026
 View chart
Intrua Financial 2.2k $318k -2% Jun 2026
 View chart
Kingswood Wealth Advisors 2.2k $315k 2% Jun 2026
 View chart
MAI Wealth Advisors 2.1k $307k 0% Jun 2026
 View chart
Financial Advisory Service 2.0k $297k -7% Jun 2026
 View chart
Titleist Asset Management 2.0k $295k -1% Jun 2026
 View chart
Kingsview Wealth Management 2.0k $258k 2% Mar 2026
 View chart
RM Financial Services 2.0k $293k 0% Jun 2026
 View chart
XML Financial 2.0k $292k 100% Jun 2026
 View chart
Westwood Holdings 2.0k $289k 0% Jun 2026
 View chart
Ameritas Advisory Services 1.9k $285k 21% Jun 2026
 View chart
Cornerstone Financial Group 1.9k $281k 0% Jun 2026
 View chart
Richmond Investment Services 1.9k $279k -51% Jun 2026
 View chart
Centaurus Financial 1.9k $278k -12% Jun 2026
 View chart
Ohe Financial 1.9k $276k -4% Jun 2026
 View chart
Mercer Global Advisors 1.9k $275k -21% Jun 2026
 View chart
Truefg 1.9k $272k 0% Jun 2026
 View chart
Independent Financial Group 1.8k $267k 0% Jun 2026
 View chart
Farrell Financial 1.8k $261k 0% Jun 2026
 View chart
Mount Yale Investment Advisors 1.8k $261k -5% Jun 2026
 View chart
Vestmark Advisory Solutions 1.8k $261k -5% Jun 2026
 View chart
Independent Wealth Network 1.8k $260k 12% Jun 2026
 View chart
Trueblood Wealth Management 1.8k $259k 0% Jun 2026
 View chart
American Institute for Advanced Investment Management 1.8k $257k 0% Jun 2026
 View chart
AE Wealth Management 1.8k $256k 8% Jun 2026
 View chart
Hm Payson & Co 1.7k $254k 0% Jun 2026
 View chart
Thurston, Springer, Miller, Herd & Titak 1.7k $249k 0% Jun 2026
 View chart
M3 Advisory Group 1.7k $249k 0% Jun 2026
 View chart
Ameriflex Group 1.7k $248k 0% Jun 2026
 View chart
Pinnacle Wealth Planning Services 1.7k $246k -20% Jun 2026
 View chart
Hanson McClain Advisors 1.7k $243k 0% Jun 2026
 View chart
Aspen Capital Management 1.6k $241k -21% Jun 2026
 View chart
BKA Wealth Consulting 1.6k $238k 0% Jun 2026
 View chart
Intl Fcstone 1.5k $221k -31% Jun 2026
 View chart
Transamerica Financial Advisors 135.00 $20k -98% Jun 2026
 View chart

Who sold out of First Trust Mid Cap Core Alpha Fnd?

Fund or Company Name Date Sold Shares Held Valued At
Independent Advisor Alliance Mar 2026 9.6k $1.2M
Potentia Wealth Mar 2026 7.1k $913k
Goldman Sachs Group Mar 2026 6.7k $855k
Virtu Financial Mar 2026 5.1k $659k
PFG Advisors Mar 2026 3.7k $470k
MONECO Advisors Mar 2026 3.6k $464k
Advisory Services Network Mar 2026 2.0k $256k
BKM Wealth Management Mar 2026 2.0k $252k