S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The Senate passes a reauthorization of a key US surveillance program just after a midnight deadline
Closing prices for crude oil, gold and other commodities
MarketBeat Week in Review – 4/15 - 4/19
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The Senate passes a reauthorization of a key US surveillance program just after a midnight deadline
Closing prices for crude oil, gold and other commodities
MarketBeat Week in Review – 4/15 - 4/19
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The Senate passes a reauthorization of a key US surveillance program just after a midnight deadline
Closing prices for crude oil, gold and other commodities
MarketBeat Week in Review – 4/15 - 4/19
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion
S&P 500   4,967.23
DOW   37,986.40
QQQ   414.65
How major US stock indexes fared Friday, 4/19/2024
The Senate passes a reauthorization of a key US surveillance program just after a midnight deadline
Closing prices for crude oil, gold and other commodities
MarketBeat Week in Review – 4/15 - 4/19
Crews turn sights to removing debris from ship's deck in Baltimore bridge collapse cleanup
The drug war devastated Black and other minority communities. Is marijuana legalization helping?
A man escaped Sudan's bloody civil war. His mysterious death in Missisippi has sparked suspicion

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

$50.66
+0.56 (+1.12%)
(As of 04/19/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
34
Total
Institutional Inflows
(last 12 months)
$57.35M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$39.30M
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FNK Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
2/15/2024Baird Financial Group Inc.28,208$1.44M0.0%-14.0%0.607%
2/15/2024Citadel Advisors LLC17,947$915K0.0%+85.0%0.386%
2/14/2024Royal Bank of Canada82,548$4.21M0.0%-14.0%1.775%
2/14/2024Kestra Advisory Services LLC149,621$7.63M0.1%N/A3.218%
2/13/2024Tower Research Capital LLC TRC 1,862$95K0.0%-84.5%0.040%
2/12/2024Stifel Financial Corp35,105$1.79M0.0%-39.5%0.755%
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%
2/9/2024UBS Group AG82,590$4.21M0.0%-23.4%1.776%
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%
2/1/2024 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%
1/29/2024G&S Capital LLC21,753$1.11M0.5%-6.1%0.468%
1/24/2024Stratos 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%
1/10/2024Sound Income Strategies LLC1,006$51K0.0%N/A0.021%
11/15/2023Royal Bank of Canada95,982$4.28M0.0%+58.3%2.087%
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%
11/8/2023Janney 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%
11/6/2023Sigma 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%
11/2/2023TKG Advisors LLC5,231$233K0.2%-6.8%0.109%
10/24/2023Total Investment Management Inc.1,306,027$58.28M8.3%+9.1%27.209%
Tiny Biotech Stock Wins $75 Billion Patent (Ad)

A little-known biotech has been quietly working on revolutionary treatments for neurodegenerative diseases. Most people have never heard of them... but those in the know have been taking notice. Jeff Bezos cut them a check for $130 million. Fidelity Biosciences for a further $217 million. They've even had several collaborative partnerships with much larger companies like Biogen, Sanofi, and Takeda.

Find out more here >>>
10/24/2023Stratos 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%
10/24/2023Cambridge 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%
8/21/2023Osaic Holdings Inc.38,946$1.78M0.0%+16.2%0.803%
8/15/2023Equitable Holdings Inc.18,331$838K0.0%-3.4%0.378%
8/15/2023Wells Fargo & Company MN360,601$16.48M0.0%-13.2%7.435%
8/15/2023Benjamin F. Edwards & Company Inc.116,789$5.34M0.2%-3.5%2.408%
8/15/2023Royal Bank of Canada60,620$2.77M0.0%-18.5%1.250%
8/15/2023Stifel Financial Corp54,956$2.51M0.0%-8.0%1.133%
8/15/2023Citadel Advisors LLC10,224$467K0.0%-63.2%0.211%
8/14/2023Tower Research Capital LLC TRC 17,647$806K0.0%+16.9%0.364%
8/14/2023MML Investors Services LLC12,444$569K0.0%+16.5%0.257%
8/11/2023Baird Financial Group Inc.72,213$3.30M0.0%+23.2%1.489%
8/10/2023Osaic Holdings Inc.38,946$1.78M0.0%+16.2%0.803%
8/10/2023Commonwealth Equity Services LLC28,484$1.30M0.0%+4.3%0.587%
8/10/2023Private 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%
8/2/2023Sigma Planning Corp27,917$1.28M0.0%-55.9%0.576%
7/31/2023LPL Financial LLC331,723$15.16M0.0%-15.3%6.840%
7/26/2023G&S Capital LLC23,362$1.07M0.5%-1.1%0.477%
7/26/2023Janney Montgomery Scott LLC79,942$3.65M0.0%+1.6%1.631%
7/25/2023Raymond James & Associates142,158$6.50M0.0%-36.6%2.901%
7/20/2023TKG Advisors LLC5,610$256K0.2%+9.5%0.114%
7/18/2023ARS Wealth Advisors Group LLC13,681$625K0.1%-32.0%0.279%
7/18/2023Stratos Wealth Partners LTD.26,587$1.22M0.0%-1.4%0.543%
7/13/2023Cambridge Investment Research Advisors Inc.59,357$2.71M0.0%-12.1%1.199%
7/12/2023Keel Point LLC12,019$549K0.1%+4.3%0.243%
7/10/2023Level Four Advisory Services LLC5,562$254K0.0%N/A0.112%
7/6/2023Total Investment Management Inc.1,196,711$54.69M7.1%+4.1%24.176%
5/16/2023Total Investment Management Inc.1,149,494$50.22M9.6%+0.5%19.991%
5/16/2023Susquehanna International Group LLP11,581$506K0.0%+2.8%0.201%
5/16/2023First Trust Advisors LP26,133$1.14M0.0%-11.9%0.454%
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%
5/12/2023Prospera Financial Services Inc5,161$225K0.0%N/A0.090%
5/12/2023Stifel Financial Corp59,733$2.61M0.0%+6.6%1.039%
5/12/2023MML Investors Services LLC10,682$467K0.0%+58.3%0.186%
5/12/2023UBS Group AG162,378$7.09M0.0%+17.4%2.824%
5/12/2023NewEdge Advisors LLC1,985$87K0.0%+76.6%0.035%
5/11/2023Cambridge Investment Research Advisors Inc.67,515$2.95M0.0%+49.4%1.174%
5/10/2023Private 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%
5/8/2023Sigma Planning Corp63,244$2.76M0.1%+29.4%1.100%
5/4/2023Wealthcare Advisory Partners LLC17,250$754K0.0%N/A0.295%
4/28/2023Ameritas Advisory Services LLC1,356$59K0.0%N/A0.023%
4/28/2023Janney Montgomery Scott LLC78,692$3.44M0.0%+12.3%1.345%
Tiny Biotech Stock Wins $75 Billion Patent (Ad)

A little-known biotech has been quietly working on revolutionary treatments for neurodegenerative diseases. Most people have never heard of them... but those in the know have been taking notice. Jeff Bezos cut them a check for $130 million. Fidelity Biosciences for a further $217 million. They've even had several collaborative partnerships with much larger companies like Biogen, Sanofi, and Takeda.

Find out more here >>>
4/27/2023Stratos Wealth Partners LTD.26,967$1.18M0.0%+7.9%0.461%
4/27/2023Benjamin F. Edwards & Company Inc.121,004$5.29M0.2%-3.9%2.068%
4/21/2023G&S Capital LLC23,625$1.03M0.5%-9.6%0.400%
4/19/2023TKG Advisors LLC5,124$224K0.1%-14.2%0.087%
4/14/2023AE Wealth Management LLC217,383$9.50M0.1%N/A3.653%
4/14/2023Raymond 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%
4/10/2023Onyx Bridge Wealth Group LLC44,094$1.93M0.8%+391.9%0.741%
4/6/2023Sterling Manor Financial LLC29,150$1.27M1.2%N/A0.486%
4/3/2023Keel Point LLC11,520$503K0.1%+2.7%0.222%
(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, 65 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), Morgan Stanley ($10.82M), Raymond James Financial Services Advisors Inc. ($9.77M), AE Wealth Management LLC ($9.50M), and Kestra Advisory Services LLC ($7.63M).Learn more on FNK's institutional investors.

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

Of the 59 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. ($314.30K), AE Wealth Management LLC ($217.38K), Raymond James & Associates ($206.09K), Kestra Advisory Services LLC ($149.62K), UBS Group AG ($136.00K), and Benjamin F. Edwards & Company Inc. ($135.50K).

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

Institutional investors have bought a total of 2,851,750 shares in the last 24 months. This purchase volume represents approximately $220.78M in transactions.

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

Of the 36 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), Wells Fargo & Company MN ($225.00K), Raymond James & Associates ($154.86K), UBS Group AG ($124.41K), First Trust Advisors LP ($104.62K), Benjamin F. Edwards & Company Inc. ($102.55K), and LPL Financial LLC ($96.45K).

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

Institutional investors have sold a total of 1,711,462 shares in the last 24 months. This volume of shares sold represents approximately $112.43M in transactions.


This page (NASDAQ:FNK) was last updated on 4/20/2024 by MarketBeat.com Staff

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