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

First Trust Mid Cap Value AlphaDEX Fund logo
$52.94 -1.20 (-2.22%)
As of 02/21/2025 03:58 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)
28
Total
Institutional Inflows
(last 12 months)
$20.01M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$7.74M
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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
2/17/2025 Cetera Investment Advisers23,569$1.26M0.0%+28.8%0.561%
2/17/2025 Citadel Advisors LLC26,650$1.43M0.0%+161.7%0.635%
2/17/2025 Benjamin Edwards Inc.32,955$1.76M0.0%+0.6%0.785%
2/14/2025 Triumph Capital Management12,852$688K0.2%N/A0.306%
2/14/2025 Stifel Financial Corp41,281$2.21M0.0%+69.1%0.983%
2/14/2025 Tower Research Capital LLC TRC 7,039$377K0.0%-51.7%0.168%
2/13/2025 Raymond James Financial Inc.53,249$2.85M0.0%N/A1.268%
2/13/2025 Oarsman Capital Inc.1,169$63K0.0%N/A0.028%
2/13/2025 Wells Fargo & Company MN248,621$13.30M0.0%+0.3%5.920%
2/11/2025 LPL Financial LLC261,767$14.01M0.0%-0.5%6.233%
2/10/2025 Commonwealth Equity Services LLC40,258$2.15M0.0%+3.7%0.959%
2/7/2025 Ashton Thomas Private Wealth LLC20,087$1.08M0.0%N/A0.473%
2/6/2025 Raymond James Financial Inc.53,249$2.85M0.0%N/A1.253%
2/6/2025 Jones Financial Companies Lllp5,777$309K0.0%+518.5%0.136%
2/3/2025 Private Advisor Group LLC7,148$382K0.0%-24.6%0.168%
1/31/2025 Total Investment Management Inc.1,325,412$70.92M10.0%+2.1%31.186%
1/29/2025 Gladstone Institutional Advisory LLC59,044$3.16M0.1%-11.0%1.389%
1/28/2025 Kingsview Wealth Management LLC36,134$1.93M0.0%-7.4%0.850%
1/27/2025 Stratos Wealth Partners LTD.22,505$1.20M0.0%-4.3%0.530%
1/24/2025 Sylvest Advisors LLC36,987$1.98M1.2%N/A0.870%
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%
11/15/2024 Jane Street Group LLC4,091$223K0.0%N/A0.101%
11/15/2024 Stifel Financial Corp24,407$1.33M0.0%+6.5%0.603%
11/15/2024 Benjamin Edwards Inc.32,767$1.79M0.0%N/A0.809%
11/12/2024 Kingsview 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%
11/8/2024 Moors & Cabot Inc.4,306$235K0.0%N/A0.106%
11/5/2024 Total Investment Management Inc.1,298,064$70.73M7.9%-1.0%32.051%
11/4/2024 Sigma Planning Corp5,154$281K0.0%-11.9%0.127%
10/29/2024 Janney Montgomery Scott LLC37,585$2.05M0.0%+0.6%0.928%
10/28/2024 Gladstone Institutional Advisory LLC66,377$3.62M0.2%+12.5%1.639%
10/18/2024Raymond James & Associates55,317$3.01M0.0%+1.3%1.366%
10/8/2024 Dynamic 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%
8/8/2024 Leelyn Smith LLC10,699$546K0.1%N/A0.261%
8/7/2024 Total Investment Management Inc.1,311,582$66.95M8.8%+0.7%31.990%
7/31/2024 Commonwealth Equity Services LLC38,643$1.97M0.0%+4.7%0.943%
7/26/2024 Cambridge Investment Research Advisors Inc.55,230$2.82M0.0%-4.9%1.331%
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7/23/2024 Private 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%
7/15/2024 Dynamic 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%
5/17/2024 Jaffetilchin Investment Partners LLC4,729$256K0.0%N/A0.111%
5/9/2024 Kingsview 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%
5/1/2024 Private Advisor Group LLC6,744$365K0.0%-22.4%0.159%
4/29/2024 Commonwealth 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%
4/25/2024 Cambridge Investment Research Advisors Inc.58,053$3.14M0.0%+1.3%1.350%
4/19/2024 PCG Wealth Advisors LLC4,395$238K0.1%N/A0.102%
4/16/2024 Total Investment Management Inc.1,303,027$70.55M8.9%-1.0%30.303%
2/13/2024 Tower Research Capital LLC TRC 1,862$95K0.0%-84.5%0.040%
2/9/2024 Cambridge Investment Research Advisors Inc.57,333$2.92M0.0%-5.3%1.233%
2/9/2024 Wells Fargo & Company MN296,255$15.11M0.0%-21.2%6.371%
2/9/2024 Gladstone Institutional Advisory LLC61,898$3.16M0.2%-0.8%1.331%
2/8/2024 Level Four Advisory Services LLC6,126$312K0.0%+9.6%0.132%
2/8/2024 Kingsview 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%
2/6/2024 Private 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%
2/2/2024 Total Investment Management Inc.1,316,786$67.16M8.5%+0.8%28.318%
2/1/2024 GAMMA Investing LLC931$46K0.0%N/A0.020%
2/1/2024 Sigma Planning Corp9,628$491K0.0%-66.1%0.207%
1/30/2024 Keel Point LLC10,172$519K0.1%-15.6%0.219%
1/29/2024 G&S Capital LLC21,753$1.11M0.5%-6.1%0.468%
1/24/2024 Stratos 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%
1/10/2024 Sound Income Strategies LLC1,006$51K0.0%N/A0.021%
11/14/2023 Tower Research Capital LLC TRC 11,988$535K0.0%-32.1%0.261%
11/13/2023 Stifel Financial Corp58,022$2.59M0.0%+5.6%1.261%
11/13/2023 LPL Financial LLC304,161$13.57M0.0%-8.3%6.612%
11/13/2023Wealthsource Partners LLC20,725$925K0.1%N/A0.451%
11/9/2023 UBS 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%
11/7/2023 Kingsview Wealth Management LLC40,006$1.79M0.1%-55.0%0.870%
11/6/2023 Sigma Planning Corp28,390$1.27M0.0%+1.7%0.617%
11/4/2023 NBC Securities Inc.1,150$51K0.0%N/A0.025%
11/3/2023 MGO One Seven LLC6,855$306K0.0%-16.0%0.149%
11/2/2023 TKG Advisors LLC5,231$233K0.2%-6.8%0.109%
10/24/2023 Total Investment Management Inc.1,306,027$58.28M8.3%+9.1%27.209%
10/24/2023 Stratos 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%
10/24/2023 Cambridge Investment Research Advisors Inc.60,521$2.70M0.0%+2.0%1.261%
10/23/2023 Commonwealth Equity Services LLC32,248$1.44M0.0%+13.2%0.672%
Elon Takes Aim at Social Security (Ad)

Elon Musk just dropped another bombshell... He revealed his DOGE organization has been taking aim at Social Security, finding what he says is widespread fraud across the agency.

>>Here are the NINE stocks everyone will wish they own once Elon moves.<<
8/11/2023 Baird Financial Group Inc.72,213$3.30M0.0%+23.2%1.489%
8/10/2023 Private Advisor Group LLC5,527$253K0.0%-89.7%0.114%
8/9/2023 Flow Traders U.S. LLC15,078$689K0.0%-65.8%0.311%
8/8/2023 Prospera Financial Services Inc9,703$443K0.0%+88.0%0.200%
8/3/2023 Dynamic Advisor Solutions LLC22,080$1.01M0.1%-6.7%0.455%
8/2/2023 Sigma Planning Corp27,917$1.28M0.0%-55.9%0.576%
7/31/2023 LPL Financial LLC331,723$15.16M0.0%-15.3%6.840%
7/26/2023 G&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%
(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, 55 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. ($70.92M), LPL Financial LLC ($14.01M), Wells Fargo & Company MN ($13.30M), 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 49 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: AE Wealth Management LLC ($217.38K), Total Investment Management Inc. ($203.20K), Raymond James Financial Services Advisors Inc. ($191.49K), Raymond James Financial Inc. ($106.50K), 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 1,401,094 shares in the last 24 months. This purchase volume represents approximately $92.27M in transactions.

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

Of the 22 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), LPL Financial LLC ($88.76K), Benjamin F. Edwards & Company Inc. ($83.91K), Wells Fargo & Company MN ($79.68K), Kingsview Wealth Management LLC ($70.79K), Sigma Planning Corp ($54.79K), and Private Advisor Group LLC ($52.54K).

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

Institutional investors have sold a total of 789,925 shares in the last 24 months. This volume of shares sold represents approximately $38.32M in transactions.


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This page (NASDAQ:FNK) was last updated on 2/22/2025 by MarketBeat.com Staff
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