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

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$52.67
+0.15 (+0.29%)
(As of 05/7/2024 ET)
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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)
24
Total
Institutional Inflows
(last 12 months)
$40.72M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$32.02M
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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
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%
4/29/2024Commonwealth Equity Services LLC36,907$2.00M0.0%+4.3%0.868%
4/29/2024 Benjamin 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%
2/13/2024Tower 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%
2/6/2024 Private Advisor Group LLC8,688$443K0.0%+63.6%0.187%
2/6/2024 Benjamin 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%
1/16/2024 Raymond James Financial Services Advisors Inc.191,494$9.77M0.0%N/A4.163%
1/16/2024 Raymond 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%
11/14/2023Tower 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%
11/6/2023 Sigma Planning Corp28,390$1.27M0.0%+1.7%0.617%
11/4/2023 NBC Securities Inc.1,150$51K0.0%N/A0.025%
11/3/2023MGO 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%
10/24/2023 Raymond James & Associates76,801$3.43M0.0%-46.0%1.600%
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10/24/2023 Cambridge 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%
8/10/2023 Private 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%
8/3/2023 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%
7/31/2023LPL 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%
7/25/2023 Raymond James & Associates142,158$6.50M0.0%-36.6%2.901%
7/20/2023 TKG Advisors LLC5,610$256K0.2%+9.5%0.114%
7/18/2023ARS Wealth Advisors Group LLC13,681$625K0.1%-32.0%0.279%
7/18/2023 Stratos Wealth Partners LTD.26,587$1.22M0.0%-1.4%0.543%
7/13/2023 Cambridge Investment Research Advisors Inc.59,357$2.71M0.0%-12.1%1.199%
7/12/2023 Keel Point LLC12,019$549K0.1%+4.3%0.243%
7/10/2023Level Four Advisory Services LLC5,562$254K0.0%N/A0.112%
7/6/2023 Total 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%
5/11/2023 Cambridge Investment Research Advisors Inc.67,515$2.95M0.0%+49.4%1.174%
5/10/2023 Private 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%
5/8/2023 Sigma Planning Corp63,244$2.76M0.1%+29.4%1.100%
5/4/2023 Wealthcare Advisory Partners LLC17,250$754K0.0%N/A0.295%
4/28/2023Ameritas Advisory Services LLC1,356$59K0.0%N/A0.023%
4/28/2023 Janney Montgomery Scott LLC78,692$3.44M0.0%+12.3%1.345%
4/27/2023 Stratos Wealth Partners LTD.26,967$1.18M0.0%+7.9%0.461%
4/27/2023 Benjamin F. Edwards & Company Inc.121,004$5.29M0.2%-3.9%2.068%
4/21/2023 G&S Capital LLC23,625$1.03M0.5%-9.6%0.400%
4/19/2023 TKG Advisors LLC5,124$224K0.1%-14.2%0.087%
4/14/2023AE Wealth Management LLC217,383$9.50M0.1%N/A3.653%
4/14/2023 Raymond James & Associates224,210$9.80M0.0%+17.4%3.768%
4/13/2023 One Plus One Wealth Management LLC102,247$4.47M3.2%+25.1%1.718%
4/10/2023 Onyx Bridge Wealth Group LLC44,094$1.93M0.8%+391.9%0.741%
4/6/2023 Sterling Manor Financial LLC29,150$1.27M1.2%N/A0.486%
4/3/2023 Keel Point LLC11,520$503K0.1%+2.7%0.222%
2/13/2023Kingsview Wealth Management LLC85,823$3.69M0.2%+2.8%1.650%
2/10/2023Wealthsource Partners LLC8,910$383K0.0%+10.7%0.171%
2/9/2023First Trust Advisors LP29,652$1.27M0.0%-75.1%0.570%
2/8/2023 Raymond James Financial Services Advisors Inc.212,876$9.15M0.0%+2,537.5%4.094%
2/8/2023 Raymond James & Associates190,928$8.20M0.0%+74.1%3.672%
2/8/2023UBS Group AG138,329$5.94M0.0%+18.2%2.660%
2/8/2023 Cambridge Investment Research Advisors Inc.45,182$1.94M0.0%+3.6%0.869%
2/7/2023Commonwealth Equity Services LLC27,098$1.16M0.0%+179.2%0.521%
2/7/2023 Benjamin F. Edwards & Company Inc.125,978$5.41M0.2%-24.6%2.423%
2/7/2023LPL Financial LLC375,836$16.15M0.0%-1.4%7.228%
2/1/2023 CWM LLC573$25K0.0%N/A0.011%
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2/1/2023 Total Investment Management Inc.1,143,757$49.15M12.0%-0.3%22.209%
2/1/2023 Janney Montgomery Scott LLC70,064$3.01M0.0%-5.3%1.360%
1/30/2023 Signaturefd LLC2,000$86K0.0%-13.0%0.039%
1/24/2023 Sigma Planning Corp48,893$2.10M0.1%+34.8%0.949%
1/18/2023 One Plus One Wealth Management LLC81,710$3.51M2.5%N/A1.587%
1/11/2023 Onyx Bridge Wealth Group LLC8,964$403K0.2%N/A0.172%
1/11/2023 Arkadios Wealth Advisors5,040$217K0.0%N/A0.097%
11/16/2022Kingsview Wealth Management LLC83,526$3.19M0.2%-1.1%1.622%
11/16/2022Wealthsource Partners LLC8,050$307K0.0%N/A0.156%
11/14/2022Transamerica Financial Advisors Inc.33,966$1.30M0.2%-1.8%0.629%
(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. ($70.55M), 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 44 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), Total Investment Management Inc. ($305.66K), AE Wealth Management LLC ($217.38K), Raymond James & Associates ($206.09K), One Plus One Wealth Management LLC ($102.25K), Kingsview Wealth Management LLC ($101.02K), and Gladstone Institutional Advisory LLC ($67.39K).

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

Institutional investors have bought a total of 1,927,397 shares in the last 24 months. This purchase volume represents approximately $147.19M in transactions.

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

Of the 27 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 Financial Services Advisors Inc. ($438.58K), Raymond James & Associates ($154.86K), Benjamin F. Edwards & Company Inc. ($102.19K), UBS Group AG ($99.18K), LPL Financial LLC ($96.45K), First Trust Advisors LP ($89.30K), and Wells Fargo & Company MN ($79.68K).

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

Institutional investors have sold a total of 1,387,431 shares in the last 24 months. This volume of shares sold represents approximately $89.58M in transactions.


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This page (NASDAQ:FNK) was last updated on 5/8/2024 by MarketBeat.com Staff

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