Free Trial
→ $100 Trillion “AI Metal” Found in American Ghost Town (From Brownstone Research) (Ad) Free FNK Stock Alerts

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

First Trust Mid Cap Value AlphaDEX Fund logo
$52.66 +0.41 (+0.78%)
Closing price 08/5/2025 03:56 PM Eastern
Extended Trading
$51.27 -1.39 (-2.64%)
As of 04:00 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
Compare

Institutional Ownership Changes (13F Filings) for First Trust Mid Cap Value AlphaDEX Fund (NASDAQ:FNK)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$29.77M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$9.36M
Get FNK Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Mid Cap Value AlphaDEX Fund stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

FNK Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025 Ashton Thomas Private Wealth LLC26,603$1.38M0.0%+339.8%0.709%
8/1/2025 Envestnet Asset Management Inc.4,382$227K0.0%-4.7%0.117%
7/29/2025 Stratos Wealth Partners LTD.20,105$1.04M0.0%-4.3%0.522%
7/17/2025 G&S Capital LLC19,893$1.03M0.4%+1.7%0.517%
7/17/2025 Janney Montgomery Scott LLC4,080$211K0.0%-90.2%0.106%
7/9/2025 Triumph Capital Management4,210$218K0.1%-70.5%0.108%
5/19/2025Jane Street Group LLC9,201$464K0.0%N/A0.236%
5/16/2025 Ashton Thomas Private Wealth LLC6,049$305K0.0%-69.9%0.155%
5/16/2025Jones Financial Companies Lllp4,847$241K0.0%-16.1%0.124%
5/15/2025Royal Bank of Canada15,580$786K0.0%-23.5%0.399%
5/13/2025Raymond James Financial Inc.102,777$5.18M0.0%+93.0%2.635%
5/12/2025Benjamin Edwards Inc.32,264$1.63M0.0%-2.1%0.827%
5/9/2025Total Investment Management Inc.1,345,865$67.88M8.9%+1.5%34.509%
5/7/2025LPL Financial LLC254,934$12.86M0.0%-2.6%6.537%
5/6/2025Cetera Investment Advisers25,611$1.29M0.0%+8.7%0.657%
5/6/2025 Triumph Capital Management14,251$719K0.2%+10.9%0.365%
5/5/2025Private Advisor Group LLC7,839$395K0.0%+9.7%0.201%
5/2/2025Kingsview Wealth Management LLC33,087$1.67M0.0%-8.4%0.848%
4/30/2025 Stratos Wealth Partners LTD.20,999$1.06M0.0%-6.7%0.538%
4/25/2025 G&S Capital LLC19,552$986K0.4%+3.1%0.501%
4/22/2025 Cambridge Investment Research Advisors Inc.68,053$3.43M0.0%+70.8%1.723%
4/17/2025 Janney Montgomery Scott LLC41,506$2.09M0.0%-1.8%1.025%
4/14/2025 Daymark Wealth Partners LLC4,097$207K0.0%-26.9%0.104%
4/14/2025 ARS Wealth Advisors Group LLC12,858$649K0.1%-2.5%0.317%
4/9/2025 NBC Securities Inc.1,150$58K0.0%+114,900.0%0.028%
4/7/2025 GAMMA Investing LLC102,137$5.15M0.0%+4,943.8%2.522%
2/17/2025Cetera Investment Advisers23,569$1.26M0.0%+28.8%0.561%
2/17/2025Citadel Advisors LLC26,650$1.43M0.0%+161.7%0.635%
2/17/2025Benjamin Edwards Inc.32,955$1.76M0.0%+0.6%0.785%
2/14/2025 Triumph Capital Management12,852$688K0.2%N/A0.306%
2/14/2025Stifel Financial Corp41,281$2.21M0.0%+69.1%0.983%
2/14/2025Tower Research Capital LLC TRC 7,039$377K0.0%-51.7%0.168%
2/13/2025Raymond James Financial Inc.53,249$2.85M0.0%N/A1.268%
2/13/2025 Oarsman Capital Inc.1,169$63K0.0%N/A0.028%
2/13/2025Wells Fargo & Company MN248,621$13.30M0.0%+0.3%5.920%
2/11/2025LPL Financial LLC261,767$14.01M0.0%-0.5%6.233%
2/10/2025Commonwealth 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%
2/6/2025Raymond James Financial Inc.53,249$2.85M0.0%N/A1.253%
2/6/2025Jones Financial Companies Lllp5,777$309K0.0%+518.5%0.136%
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off (Ad)

Right now, we’re witnessing a monumental shift in the world.

Our No. 1 AI Pick is currently trading for pennies on the dollar compared to Nividia.
2/3/2025Private Advisor Group LLC7,148$382K0.0%-24.6%0.168%
1/31/2025Total Investment Management Inc.1,325,412$70.92M10.0%+2.1%31.186%
1/29/2025Gladstone Institutional Advisory LLC59,044$3.16M0.1%-11.0%1.389%
1/28/2025Kingsview 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%
11/15/2024Jane 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%
10/8/2024 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%
8/7/2024Total 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%
7/26/2024 Cambridge 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%
7/15/2024 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%
5/17/2024Jaffetilchin 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%
4/25/2024 Cambridge 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%
2/9/2024 Cambridge 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%
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%
The $7 company helping Nvidia build the world’s first trillion-dollar robot … (Ad)

Michael Robinson has been at the forefront of the technology market for over 40 years. Spotting some profitable trends in tech … well ahead of Wall Street. Like when he called Nvidia at a mere 80 cents a share. Or Bitcoin when it was trading for just $300. Throughout his illustrious career … Michael has given his followers almost 150 different chances to register triple-digit gains.

Now he's identified his next potential winner. Click here to find out more.
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%
1/29/2024 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%
(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, 51 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. ($67.88M), Wells Fargo & Company MN ($13.30M), LPL Financial LLC ($12.86M), Raymond James Financial Services Advisors Inc. ($9.77M), Raymond James Financial Inc. ($5.18M), GAMMA Investing LLC ($5.15M), and UBS Group AG ($4.81M).Learn more on First Trust Mid Cap Value AlphaDEX Fund's institutional investors.

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

Of the 39 institutional investors that purchased First Trust Mid Cap Value AlphaDEX Fund's 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. ($191.49K), Total Investment Management Inc. ($176.43K), Raymond James Financial Inc. ($156.03K), GAMMA Investing LLC ($102.14K), Ashton Thomas Private Wealth LLC ($40.64K), Sylvest Advisors LLC ($36.99K), and Benjamin Edwards Inc. ($32.96K).

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

Institutional investors have bought a total of 569,489 shares in the last 24 months. This purchase volume represents approximately $29.77M in transactions.

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

Of the 19 institutional investors that sold First Trust Mid Cap Value AlphaDEX Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($38.20K), Kingsview Wealth Management LLC ($24.85K), Benjamin F. Edwards & Company Inc. ($22.87K), Dynamic Advisor Solutions LLC ($17.03K), Ashton Thomas Private Wealth LLC ($14.04K), Total Investment Management Inc. ($13.52K), and Triumph Capital Management ($10.04K).

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

Institutional investors have sold a total of 178,562 shares in the last 24 months. This volume of shares sold represents approximately $9.36M in transactions.


Related Companies

This page (NASDAQ:FNK) was last updated on 8/6/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
GENIUS Act: Cancel Your Money?
They said digital dollars were off the table. But with the GENIUS Act now federal law, private corporations—no...
Priority Gold | Sponsored
[Shocking New Report] U.S. Dollar To Crash?
The "Death Spiral" Threatening Your Savings But this time, it's not just Dalio ringing the alarm bells…
Goldco Precious Metals | Sponsored
Crypto bros: Meet your replacement
Larry Benedict made $274 million trading on Wall Street… Barron’s ranked his hedge fund in the top 1% world...
Brownstone Research | Sponsored
[Warning] Buffett Indicator hits new All-Time-High
Warren Buffett has leaned on one key indicator for decades—and it just hit an all-time high. That’s not bullis...
Golden Portfolio | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Something big is brewing in Washington. According to my research, an executive order from President Trump c...
Weiss Ratings | Sponsored
Market Crash Warning: How to Protect Your Wealth Before August 12th
China tariffs hit August 12—and experts warn a market meltdown may follow. A free guide from American Alter...
American Alternative | Sponsored
Why AMZN, GOOG, MSFT might destroy NVDA
Investing Legend Hints the End May be Near for These 3 Iconic Stocks Futurist Eric Fry say Amazon, Tesla an...
InvestorPlace | Sponsored