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First Trust Mid Cap Value AlphaDEX Fund (FNK) Institutional Ownership

First Trust Mid Cap Value AlphaDEX Fund logo
$55.86 +0.53 (+0.96%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Mid Cap Value AlphaDEX Fund (NASDAQ:FNK)

Number of
Institutional Buyers
(last 12 months)
21
Total
Institutional Inflows
(last 12 months)
$8.35M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$15.22M
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FNK Institutional Buying and Selling by Quarter

First Trust Mid Cap Value AlphaDEX Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025 Janney Montgomery Scott LLC42,278$2.26M0.0%+12.5%0.995%
1/3/2025 GAMMA Investing LLC2,025$108K0.0%+11.5%0.050%
11/15/2024Jane Street Group LLC4,091$223K0.0%N/A0.101%
11/15/2024Stifel Financial Corp24,407$1.33M0.0%+6.5%0.603%
11/15/2024Benjamin Edwards Inc.32,767$1.79M0.0%N/A0.809%
11/12/2024Kingsview Wealth Management LLC39,023$2.13M0.0%-32.6%0.964%
11/12/2024Great Valley Advisor Group Inc.3,925$214K0.0%N/A0.097%
11/8/2024Moors & Cabot Inc.4,306$235K0.0%N/A0.106%
11/5/2024Total Investment Management Inc.1,298,064$70.73M7.9%-1.0%32.051%
11/4/2024Sigma Planning Corp5,154$281K0.0%-11.9%0.127%
10/29/2024 Janney Montgomery Scott LLC37,585$2.05M0.0%+0.6%0.928%
10/28/2024Gladstone Institutional Advisory LLC66,377$3.62M0.2%+12.5%1.639%
10/18/2024Raymond James & Associates55,317$3.01M0.0%+1.3%1.366%
10/8/2024Dynamic Advisor Solutions LLC4,062$221K0.0%-80.7%0.100%
8/15/2024 Daymark Wealth Partners LLC5,525$282K0.0%N/A0.135%
8/13/2024Benjamin F. Edwards & Company Inc.33,596$1.72M0.0%-40.5%0.819%
8/8/2024Leelyn Smith LLC10,699$546K0.1%N/A0.261%
8/7/2024Total Investment Management Inc.1,311,582$66.95M8.8%+0.7%31.990%
7/31/2024Commonwealth Equity Services LLC38,643$1.97M0.0%+4.7%0.943%
7/26/2024Cambridge Investment Research Advisors Inc.55,230$2.82M0.0%-4.9%1.331%
7/23/2024Private Advisory Group LLC20,028$1.02M0.1%N/A0.483%
7/19/2024Raymond James & Associates54,624$2.79M0.0%-8.2%1.316%
7/19/2024 ARS Wealth Advisors Group LLC13,176$673K0.1%-2.7%0.317%
7/15/2024Dynamic Advisor Solutions LLC21,094$1.08M0.0%-4.6%0.508%
7/2/2024 GAMMA Investing LLC1,816$93K0.0%+95.1%0.043%
5/24/2024Cetera Advisors LLC9,718$526K0.0%+26.9%0.229%
5/17/2024Jaffetilchin Investment Partners LLC4,729$256K0.0%N/A0.111%
5/9/2024Kingsview Wealth Management LLC57,991$3.14M0.1%+6.8%1.414%
5/1/2024 Janney Montgomery Scott LLC66,607$3.61M0.0%-23.6%1.567%
5/1/2024Private Advisor Group LLC6,744$365K0.0%-22.4%0.159%
4/29/2024Commonwealth Equity Services LLC36,907$2.00M0.0%+4.3%0.868%
4/29/2024Benjamin F. Edwards & Company Inc.56,463$3.06M0.1%-6.4%1.329%
4/25/2024Cambridge Investment Research Advisors Inc.58,053$3.14M0.0%+1.3%1.350%
4/19/2024PCG Wealth Advisors LLC4,395$238K0.1%N/A0.102%
4/16/2024Total Investment Management Inc.1,303,027$70.55M8.9%-1.0%30.303%
2/13/2024Tower Research Capital LLC TRC 1,862$95K0.0%-84.5%0.040%
2/9/2024Cambridge Investment Research Advisors Inc.57,333$2.92M0.0%-5.3%1.233%
2/9/2024Wells Fargo & Company MN296,255$15.11M0.0%-21.2%6.371%
2/9/2024Gladstone Institutional Advisory LLC61,898$3.16M0.2%-0.8%1.331%
2/8/2024Level Four Advisory Services LLC6,126$312K0.0%+9.6%0.132%
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2/8/2024Kingsview Wealth Management LLC54,286$2.77M0.1%+35.7%1.167%
2/8/2024 Janney Montgomery Scott LLC87,154$4.45M0.0%+5.4%1.874%
2/6/2024Private Advisor Group LLC8,688$443K0.0%+63.6%0.187%
2/6/2024Benjamin F. Edwards & Company Inc.60,310$3.08M0.1%-46.4%1.297%
2/2/2024Total Investment Management Inc.1,316,786$67.16M8.5%+0.8%28.318%
2/1/2024 GAMMA Investing LLC931$46K0.0%N/A0.020%
2/1/2024Sigma Planning Corp9,628$491K0.0%-66.1%0.207%
1/30/2024Keel Point LLC10,172$519K0.1%-15.6%0.219%
1/29/2024G&S Capital LLC21,753$1.11M0.5%-6.1%0.468%
1/24/2024Stratos Wealth Partners LTD.24,446$1.25M0.0%-8.9%0.526%
1/16/2024Raymond James Financial Services Advisors Inc.191,494$9.77M0.0%N/A4.163%
1/16/2024Raymond James & Associates69,349$3.54M0.0%-9.7%1.508%
1/16/2024Wealthsource Partners LLC19,525$996K0.1%-5.8%0.424%
1/10/2024Sound Income Strategies LLC1,006$51K0.0%N/A0.021%
11/14/2023Tower Research Capital LLC TRC 11,988$535K0.0%-32.1%0.261%
11/13/2023Stifel Financial Corp58,022$2.59M0.0%+5.6%1.261%
11/13/2023LPL Financial LLC304,161$13.57M0.0%-8.3%6.612%
11/13/2023Wealthsource Partners LLC20,725$925K0.1%N/A0.451%
11/9/2023UBS Group AG107,822$4.81M0.0%-25.8%2.344%
11/8/2023 Janney Montgomery Scott LLC82,685$3.69M0.0%+3.4%1.798%
11/7/2023Kingsview Wealth Management LLC40,006$1.79M0.1%-55.0%0.870%
11/6/2023Sigma Planning Corp28,390$1.27M0.0%+1.7%0.617%
11/4/2023NBC Securities Inc.1,150$51K0.0%N/A0.025%
11/3/2023MGO One Seven LLC6,855$306K0.0%-16.0%0.149%
11/2/2023TKG Advisors LLC5,231$233K0.2%-6.8%0.109%
10/24/2023Total Investment Management Inc.1,306,027$58.28M8.3%+9.1%27.209%
10/24/2023Stratos Wealth Partners LTD.26,847$1.20M0.0%+1.0%0.559%
10/24/2023Raymond James & Associates76,801$3.43M0.0%-46.0%1.600%
10/24/2023Cambridge Investment Research Advisors Inc.60,521$2.70M0.0%+2.0%1.261%
10/23/2023Commonwealth Equity Services LLC32,248$1.44M0.0%+13.2%0.672%
8/11/2023Baird Financial Group Inc.72,213$3.30M0.0%+23.2%1.489%
8/10/2023Private Advisor Group LLC5,527$253K0.0%-89.7%0.114%
8/9/2023Flow Traders U.S. LLC15,078$689K0.0%-65.8%0.311%
8/8/2023Prospera Financial Services Inc9,703$443K0.0%+88.0%0.200%
8/3/2023Dynamic Advisor Solutions LLC22,080$1.01M0.1%-6.7%0.455%
8/2/2023Sigma Planning Corp27,917$1.28M0.0%-55.9%0.576%
7/31/2023LPL Financial LLC331,723$15.16M0.0%-15.3%6.840%
7/26/2023G&S Capital LLC23,362$1.07M0.5%-1.1%0.477%
7/26/2023 Janney Montgomery Scott LLC79,942$3.65M0.0%+1.6%1.631%
7/25/2023Raymond James & Associates142,158$6.50M0.0%-36.6%2.901%
7/20/2023TKG Advisors LLC5,610$256K0.2%+9.5%0.114%
7/18/2023 ARS Wealth Advisors Group LLC13,681$625K0.1%-32.0%0.279%
7/18/2023Stratos Wealth Partners LTD.26,587$1.22M0.0%-1.4%0.543%
7/13/2023Cambridge Investment Research Advisors Inc.59,357$2.71M0.0%-12.1%1.199%
7/12/2023Keel Point LLC12,019$549K0.1%+4.3%0.243%
7/10/2023Level Four Advisory Services LLC5,562$254K0.0%N/A0.112%
7/6/2023Total Investment Management Inc.1,196,711$54.69M7.1%+4.1%24.176%
5/15/2023Flow Traders U.S. LLC44,046$1.92M0.1%N/A0.766%
5/15/2023Gladstone Institutional Advisory LLC67,390$2.94M0.2%N/A1.172%
5/11/2023Cambridge Investment Research Advisors Inc.67,515$2.95M0.0%+49.4%1.174%
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5/10/2023Private Advisor Group LLC53,790$2.35M0.0%N/A0.935%
5/10/2023LPL Financial LLC391,497$17.10M0.0%+4.2%6.809%
5/9/2023Tower Research Capital LLC TRC 15,099$660K0.0%+6.0%0.263%
5/8/2023Sigma Planning Corp63,244$2.76M0.1%+29.4%1.100%
5/4/2023 Wealthcare Advisory Partners LLC17,250$754K0.0%N/A0.295%
4/28/2023 Ameritas Advisory Services LLC1,356$59K0.0%N/A0.023%
4/28/2023 Janney Montgomery Scott LLC78,692$3.44M0.0%+12.3%1.345%
4/27/2023Stratos Wealth Partners LTD.26,967$1.18M0.0%+7.9%0.461%
4/27/2023Benjamin F. Edwards & Company Inc.121,004$5.29M0.2%-3.9%2.068%
4/21/2023G&S Capital LLC23,625$1.03M0.5%-9.6%0.400%
(Data available from 1/1/2016 forward)

FNK Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FNK shares?

During the previous two years, 50 institutional investors and hedge funds held shares of First Trust Mid Cap Value AlphaDEX Fund. The most heavily invested institutionals were Total Investment Management Inc. ($70.73M), Wells Fargo & Company MN ($15.11M), LPL Financial LLC ($13.57M), Raymond James Financial Services Advisors Inc. ($9.77M), AE Wealth Management LLC ($9.50M), UBS Group AG ($4.81M), and One Plus One Wealth Management LLC ($4.47M).Learn more on FNK's institutional investors.

Which institutional investors have been buying First Trust Mid Cap Value AlphaDEX Fund stock?

Of the 42 institutional investors that purchased First Trust Mid Cap Value AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Services Advisors Inc. ($396.30K), AE Wealth Management LLC ($217.38K), Total Investment Management Inc. ($175.85K), Raymond James & Associates ($115.21K), Gladstone Institutional Advisory LLC ($74.78K), Private Advisor Group LLC ($57.17K), and Flow Traders U.S. LLC ($44.05K).

How much institutional buying is happening at First Trust Mid Cap Value AlphaDEX Fund?

Institutional investors have bought a total of 1,493,059 shares in the last 24 months. This purchase volume represents approximately $108.31M in transactions.

Which First Trust Mid Cap Value AlphaDEX Fund major shareholders have been selling company stock?

Of the 24 institutional investors that sold First Trust Mid Cap Value AlphaDEX Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($159.77K), Benjamin F. Edwards & Company Inc. ($125.05K), LPL Financial LLC ($92.73K), First Trust Advisors LP ($89.30K), Wells Fargo & Company MN ($79.68K), Kingsview Wealth Management LLC ($67.91K), and Sigma Planning Corp ($54.79K).

How much institutional selling is happening at First Trust Mid Cap Value AlphaDEX Fund?

Institutional investors have sold a total of 910,676 shares in the last 24 months. This volume of shares sold represents approximately $49.43M in transactions.


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This page (NASDAQ:FNK) was last updated on 1/21/2025 by MarketBeat.com Staff
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