Free Trial
→ Trump’s national nightmare is here (From Porter & Company) (Ad)tc pixel Free FNK Stock Alerts

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

First Trust Mid Cap Value AlphaDEX Fund logo
$55.66 +0.04 (+0.07%)
Closing price 03:55 PM Eastern
Extended Trading
$55.65 -0.01 (-0.02%)
As of 04:10 PM 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)
27
Total
Institutional Inflows
(last 12 months)
$31.59M
Number of
Institutional Sellers
(last 12 months)
19
Total
Institutional Outflows
(last 12 months)
$11.77M
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.

Subscribe Now
By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
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
9/4/2025 Osaic Holdings Inc.48,927$2.53M0.0%+18.8%1.340%
8/29/2025 Total Investment Management Inc.1,341,584$69.44M10.0%-0.3%36.756%
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%
5/19/2025Jane Street Group LLC9,201$464K0.0%N/A0.236%
5/16/2025Ashton 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%
5/6/2025Triumph 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%
4/30/2025Stratos Wealth Partners LTD.20,999$1.06M0.0%-6.7%0.538%
4/25/2025G&S Capital LLC19,552$986K0.4%+3.1%0.501%
4/22/2025Cambridge Investment Research Advisors Inc.68,053$3.43M0.0%+70.8%1.723%
4/17/2025Janney Montgomery Scott LLC41,506$2.09M0.0%-1.8%1.025%
4/14/2025Daymark Wealth Partners LLC4,097$207K0.0%-26.9%0.104%
4/14/2025ARS Wealth Advisors Group LLC12,858$649K0.1%-2.5%0.317%
4/9/2025NBC Securities Inc.1,150$58K0.0%+114,900.0%0.028%
4/7/2025GAMMA 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%
2/14/2025Triumph 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%
2/13/2025Oarsman 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%
2/7/2025Ashton 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%
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%
1/27/2025Stratos Wealth Partners LTD.22,505$1.20M0.0%-4.3%0.530%
1/24/2025Sylvest Advisors LLC36,987$1.98M1.2%N/A0.870%
1/17/2025Janney Montgomery Scott LLC42,278$2.26M0.0%+12.5%0.995%
1/3/2025GAMMA 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%
10/29/2024Janney 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%
8/15/2024Daymark 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%
7/19/2024ARS 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%
7/2/2024GAMMA 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%
5/1/2024Janney 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%
2/8/2024Kingsview Wealth Management LLC54,286$2.77M0.1%+35.7%1.167%
2/8/2024Janney 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%
2/1/2024GAMMA Investing LLC931$46K0.0%N/A0.020%
(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. ($69.44M), 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 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), 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 604,187 shares in the last 24 months. This purchase volume represents approximately $31.59M 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), Total Investment Management Inc. ($17.80K), Dynamic Advisor Solutions LLC ($17.03K), and Ashton Thomas Private Wealth LLC ($14.04K).

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

Institutional investors have sold a total of 224,869 shares in the last 24 months. This volume of shares sold represents approximately $11.77M in transactions.


Related Companies

This page (NASDAQ:FNK) was last updated on 9/16/2025 by MarketBeat.com Staff
From Our Partners
Why More Investors Are Using Family Trusts to Protect Their Wealth
For many investors, a family trust can be an essential tool for protecting assets, avoiding probate, and ensur...
SmartAsset | Sponsoredtc pixel
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsoredtc pixel
Turn $1K into $50K with This DeFi Gem
Bitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...
Crypto 101 Media | Sponsoredtc pixel
Claim Your Share of $5.39 BILLION in AI Equity Checks
The U.S. government just took advantage of Public Law 81-774 to crack down on AI companies... In turn, enfo...
Angel Publishing | Sponsoredtc pixel
If you own dollars, read this...
Former Goldman Exec: "A Strange Day Is Coming to America" Dr. David Eifrig, who warned of inflation months ...
Stansberry Research | Sponsoredtc pixel
OpenAI’s new $300 billion deal
OpenAI just signed a $300 billion cloud deal with Oracle to secure the computing power needed for its next Cha...
Porter & Company | Sponsoredtc pixel
New Buy Alert: Should you put $1,000 into Oracle (ORCL) now?
Barron's is calling this Oracle's "Nvidia Moment..." While the Wall Street Journal is simply calling Oracle...
Chaikin Analytics | Sponsoredtc pixel
Nvidia Times 1,000,000
Nvidia’s latest AI chip is a $25,000 powerhouse — with 80 billion transistors and the ability to perform 60 tr...
Paradigm Press | Sponsoredtc pixel