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

First Trust Mid Cap Value AlphaDEX Fund logo
$55.98 +0.17 (+0.30%)
As of 09:48 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
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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)
26
Total
Institutional Inflows
(last 12 months)
$31.19M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$11.55M
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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
8/18/2025 Geneos Wealth Management Inc.2,400$124K0.0%+200.0%0.066%
8/15/2025 Tower Research Capital LLC TRC 8,311$430K0.0%-60.7%0.228%
8/15/2025 Benjamin Edwards Inc.44,966$2.33M0.0%+39.4%1.232%
8/14/2025 Raymond James Financial Inc.50,739$2.63M0.0%-50.6%1.390%
8/8/2025 Kingsview Wealth Management LLC33,425$1.73M0.0%+1.0%0.916%
8/8/2025 Cetera Investment Advisers62,711$3.25M0.0%+144.9%1.718%
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%
5/19/2025 Jane Street Group LLC9,201$464K0.0%N/A0.236%
5/16/2025 Ashton Thomas Private Wealth LLC6,049$305K0.0%-69.9%0.155%
5/16/2025 Jones Financial Companies Lllp4,847$241K0.0%-16.1%0.124%
5/15/2025 Royal Bank of Canada15,580$786K0.0%-23.5%0.399%
5/13/2025 Raymond James Financial Inc.102,777$5.18M0.0%+93.0%2.635%
5/12/2025 Benjamin 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%
5/7/2025 LPL Financial LLC254,934$12.86M0.0%-2.6%6.537%
5/6/2025 Cetera Investment Advisers25,611$1.29M0.0%+8.7%0.657%
5/6/2025 Triumph Capital Management14,251$719K0.2%+10.9%0.365%
5/5/2025 Private Advisor Group LLC7,839$395K0.0%+9.7%0.201%
5/2/2025 Kingsview 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%
2/17/2025 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%
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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%
1/31/2025Total 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%
11/12/2024 Great Valley Advisor Group Inc.3,925$214K0.0%N/A0.097%
11/8/2024 Moors & Cabot Inc.4,306$235K0.0%N/A0.106%
11/5/2024Total 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%
8/7/2024Total 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%
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%
4/16/2024Total 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%
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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%
2/2/2024Total Investment Management Inc.1,316,786$67.16M8.5%+0.8%28.318%
2/1/2024 GAMMA Investing LLC931$46K0.0%N/A0.020%
2/1/2024 Sigma Planning Corp9,628$491K0.0%-66.1%0.207%
1/30/2024 Keel Point LLC10,172$519K0.1%-15.6%0.219%
(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, 49 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), GAMMA Investing LLC ($5.15M), UBS Group AG ($4.81M), and Cambridge Investment Research Advisors Inc. ($3.43M).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 38 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), Benjamin Edwards Inc. ($45.66K), Cetera Investment Advisers ($44.41K), and Ashton Thomas Private Wealth LLC ($40.64K).

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

Institutional investors have bought a total of 596,450 shares in the last 24 months. This purchase volume represents approximately $31.19M 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: Raymond James Financial Inc. ($52.04K), Janney Montgomery Scott LLC ($38.20K), Kingsview Wealth Management LLC ($24.85K), Tower Research Capital LLC TRC ($20.40K), Dynamic Advisor Solutions LLC ($17.03K), Ashton Thomas Private Wealth LLC ($14.04K), and Total Investment Management Inc. ($13.52K).

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

Institutional investors have sold a total of 220,588 shares in the last 24 months. This volume of shares sold represents approximately $11.55M in transactions.


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This page (NASDAQ:FNK) was last updated on 8/28/2025 by MarketBeat.com Staff
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