Who owns First Trust Mid Cap Core Alpha Fnd?
- Ticker: FNX
- CUSIP Number: 33735B108
Tip: Access positions for across all investors
Analyze quarterly positions in First Trust Mid Cap Core Alpha Fnd with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of First Trust Mid Cap Core Alpha Fnd stock
Who bought or sold First Trust Mid Cap Core Alpha Fnd this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| Morgan Stanley | 1.2M | $135M | -3% | Mar 2024 |
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| LPL Financial | 849k | $96M | -3% | Mar 2024 |
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| Wells Fargo & Company | 758k | $86M | 1% | Mar 2024 |
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| Raymond James Financial Services Advisors | 301k | $34M | 1% | Mar 2024 |
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| Kestra Advisory Services | 298k | $31M | -4% | Dec 2023 |
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| UBS Group | 252k | $29M | -6% | Mar 2024 |
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| Royal Bank of Canada | 226k | $25M | -9% | Mar 2024 |
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| Kaydan Wealth Management | 211k | $24M | 1354% | Mar 2024 |
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| Raymond James & Associates | 209k | $24M | -11% | Mar 2024 |
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| Baird Financial | 175k | $18M | 5% | Dec 2023 |
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| Advisor Group Holdings | 162k | $18M | 2% | Mar 2024 |
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| HighTower Advisors | 133k | $15M | 3% | Mar 2024 |
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| Bank of America Corporation | 113k | $13M | 10% | Mar 2024 |
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| Stifel Financial | 81k | $9.1M | -25% | Mar 2024 |
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| Cambridge Investment Research Advisors | 77k | $8.7M | 5% | Mar 2024 |
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| D.A. Davidson & Co. | 77k | $8.7M | 4% | Mar 2024 |
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| Benjamin F. Edwards & Company | 76k | $8.6M | -2% | Mar 2024 |
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| National Asset Management | 75k | $7.8M | 61% | Dec 2023 |
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| Bellevue Asset Management | 71k | $8.0M | 4% | Mar 2024 |
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| Lakeridge Wealth Management | 64k | $7.2M | 100% | Mar 2024 |
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| Chicago Partners Investment | 58k | $6.3M | 1% | Mar 2024 |
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| Commonwealth Equity Services | 58k | $6.5M | -1% | Mar 2024 |
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| Janney Montgomery Scott | 55k | $6.2M | 22% | Mar 2024 |
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| Golden State Equity Partners | 55k | $5.7M | -32% | Dec 2023 |
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| First Trust Advisors | 51k | $5.7M | -2% | Mar 2024 |
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| Kestra Private Wealth Services | 45k | $5.1M | -14% | Mar 2024 |
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| Fortress Wealth Group | 38k | $4.2M | 2% | Mar 2024 |
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| First Heartland Consultants | 37k | $4.2M | 3% | Mar 2024 |
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| Envestnet Asset Management | 35k | $3.9M | -41% | Mar 2024 |
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| National Bank Of Canada /fi/ | 34k | $3.5M | 100% | Dec 2023 |
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| H D Vest Advisory Services | 33k | $3.8M | 64% | Mar 2024 |
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| Stratos Wealth Partners | 31k | $3.5M | 13% | Mar 2024 |
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| Private Advisor | 29k | $3.3M | -5% | Mar 2024 |
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| Priebe Wealth Holdings | 26k | $3.0M | 3% | Mar 2024 |
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| Northwestern Mutual Wealth Management Company | 26k | $2.9M | 127% | Mar 2024 |
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| Prospera Financial Services | 26k | $2.7M | -2% | Dec 2023 |
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| Atria Investments | 25k | $2.6M | -23% | Dec 2023 |
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| Virtu Financial | 23k | $2.4M | 100% | Dec 2023 |
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| Snowden Capital Advisors | 23k | $2.6M | -1% | Mar 2024 |
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| Solutions 4 Wealth | 21k | $2.4M | 0% | Mar 2024 |
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| Brian McDonald | 20k | $2.2M | -1% | Mar 2024 |
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| Citizens Financial Group | 18k | $1.9M | 0% | Mar 2024 |
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| Western Wealth Management | 18k | $2.0M | -19% | Mar 2024 |
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| Park National Corp | 18k | $1.9M | -2% | Dec 2023 |
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| Bedel Financial Consulting | 17k | $1.9M | 0% | Mar 2024 |
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| Perigon Wealth Management | 16k | $1.8M | 1% | Mar 2024 |
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| DHJJ Financial Advisors | 16k | $1.8M | -2% | Mar 2024 |
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| LVZ Advisors | 16k | $1.8M | -61% | Mar 2024 |
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| Apollon Wealth Management | 15k | $1.7M | -15% | Mar 2024 |
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| Cozad Asset Management | 15k | $1.7M | 0% | Mar 2024 |
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| Nbc Securities | 14k | $1.5M | -8% | Mar 2024 |
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| Transamerica Financial Advisors | 13k | $1.5M | 52% | Mar 2024 |
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| Branch Banking & Trust Company | 12k | $1.4M | -12% | Mar 2024 |
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| Oppenheimer & Co | 12k | $1.3M | -5% | Mar 2024 |
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| Goss Wealth Management | 12k | $1.3M | 80% | Mar 2024 |
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| Stephens | 12k | $1.3M | -1% | Mar 2024 |
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| Sterling Investment Advisors | 11k | $1.3M | 0% | Mar 2024 |
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| Pacific Sun Financial Corp | 11k | $1.2M | -2% | Mar 2024 |
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| Citadel Advisors | 9.5k | $1.1M | -59% | Mar 2024 |
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| CWM | 8.8k | $993k | 0% | Mar 2024 |
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| Keystone Wealth Services | 8.6k | $971k | -1% | Mar 2024 |
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| Wealth Enhancement Advisory Services | 8.3k | $938k | 7% | Mar 2024 |
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| MONECO Advisors | 8.1k | $916k | -33% | Mar 2024 |
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| American Institute for Advanced Investment Management | 7.7k | $872k | 9% | Mar 2024 |
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| Creative Planning | 7.7k | $872k | -10% | Mar 2024 |
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| United Advisor Group | 7.6k | $864k | 100% | Mar 2024 |
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| Southland Equity Partners | 7.4k | $842k | -1% | Mar 2024 |
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| Moors & Cabot | 7.0k | $793k | 16% | Mar 2024 |
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| Kowal Investment Group | 6.7k | $765k | 0% | Mar 2024 |
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| PFG Advisors | 6.5k | $735k | -1% | Mar 2024 |
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| Sigma Planning | 6.1k | $693k | 100% | Mar 2024 |
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| Virtue Capital Management | 5.4k | $584k | 0% | Mar 2024 |
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| Steward Partners Investment Advisory | 5.3k | $606k | -13% | Mar 2024 |
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| Quantum Private Wealth | 5.1k | $575k | 0% | Mar 2024 |
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| ICA Group Wealth Management | 5.0k | $563k | -12% | Mar 2024 |
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| National Wealth Management Group | 4.3k | $452k | 49% | Dec 2023 |
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| Harbour Investments | 4.1k | $430k | 4% | Dec 2023 |
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| Envestnet Portfolio Solutions | 4.1k | $463k | -6% | Mar 2024 |
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| Independent Wealth Network | 4.1k | $460k | -2% | Mar 2024 |
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| Condor Capital Management | 4.0k | $458k | 0% | Mar 2024 |
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| Park Edge Advisors | 3.9k | $444k | -1% | Mar 2024 |
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| Kingsview Wealth Management | 3.8k | $431k | 3% | Mar 2024 |
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| Nations Financial Group | 3.7k | $416k | 0% | Mar 2024 |
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| Great Valley Advisor Group | 3.6k | $413k | -18% | Mar 2024 |
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| Rathbones Brothers | 3.6k | $411k | 13% | Mar 2024 |
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| Us Bancorp | 3.6k | $409k | -7% | Mar 2024 |
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| Element Wealth | 3.5k | $396k | -5% | Mar 2024 |
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| Belpointe Asset Management | 3.3k | $373k | 42% | Mar 2024 |
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| Pnc Financial Services | 3.0k | $342k | -11% | Mar 2024 |
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| Blue Bell Private Wealth Management | 2.9k | $329k | 0% | Mar 2024 |
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| J.w. Cole Advisors | 2.7k | $308k | -44% | Mar 2024 |
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| Farther Finance Advisors | 2.7k | $303k | 63% | Mar 2024 |
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| Tidemark | 2.6k | $299k | -7% | Mar 2024 |
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| Atria Wealth Solutions | 2.6k | $291k | -53% | Mar 2024 |
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| Wedbush Morgan Securities | 2.5k | $260k | 5% | Dec 2023 |
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| Ameritas Advisory Services | 2.5k | $258k | -16% | Dec 2023 |
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| Financial Advisory Service | 2.4k | $276k | 0% | Mar 2024 |
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| Susquehanna International | 2.4k | $274k | -83% | Mar 2024 |
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| Private Trust Co Na | 2.4k | $268k | -1% | Mar 2024 |
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| FMR | 2.3k | $258k | 80% | Mar 2024 |
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| Coppell Advisory Solutions Corp. | 2.2k | $250k | 100% | Mar 2024 |
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| Coppell Advisory Solutions | 2.2k | $230k | -89% | Dec 2023 |
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| BKA Wealth Consulting | 2.1k | $242k | 0% | Mar 2024 |
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| Advisory Services Network | 2.1k | $241k | -1% | Mar 2024 |
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| Howe and Rusling | 2.1k | $241k | 0% | Mar 2024 |
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| Pinnacle Wealth Planning Services | 2.1k | $238k | 0% | Mar 2024 |
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| MAI Wealth Advisors | 2.1k | $238k | 0% | Mar 2024 |
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| Hanson McClain Advisors | 2.1k | $235k | 0% | Mar 2024 |
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| Mercer Global Advisors | 2.0k | $231k | -66% | Mar 2024 |
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| Flow Traders US | 2.0k | $229k | -89% | Mar 2024 |
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| Ohe Financial | 2.0k | $226k | 100% | Mar 2024 |
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| AlphaMark Advisors | 2.0k | $226k | -89% | Mar 2024 |
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| Koshinski Asset Management | 2.0k | $224k | -48% | Mar 2024 |
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| M3 Advisory Group | 1.9k | $221k | 1% | Mar 2024 |
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| 1776 Wealth | 1.9k | $220k | 100% | Mar 2024 |
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| Treynor Bancshares | 1.9k | $212k | 100% | Mar 2024 |
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| BKM Wealth Management | 1.9k | $211k | 5% | Mar 2024 |
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| IFP Advisors | 1.7k | $179k | -18% | Dec 2023 |
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| Geneos Wealth Management | 1.7k | $187k | 0% | Mar 2024 |
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| Spire Wealth Management | 1.1k | $126k | 0% | Mar 2024 |
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| DB Wealth Management Group | 1.1k | $111k | 0% | Dec 2023 |
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| Gilliland Jeter Wealth Management | 1.1k | $119k | 100% | Mar 2024 |
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| City Holding | 825.00 | $94k | 0% | Mar 2024 |
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| Principal Securities | 807.00 | $92k | 0% | Mar 2024 |
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| Tower Research Capital | 767.00 | $87k | 187% | Mar 2024 |
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| Citigroup | 764.00 | $87k | 0% | Mar 2024 |
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| Jpmorgan Chase & Co | 729.00 | $83k | -60% | Mar 2024 |
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| Global Retirement Partners | 663.00 | $75k | 0% | Mar 2024 |
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| Continuum Advisory | 650.00 | $73k | 100% | Mar 2024 |
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| Live Oak Investment Partners | 615.00 | $64k | 0% | Dec 2023 |
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| PSI Advisors | 458.00 | $52k | -46% | Mar 2024 |
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| Hexagon Capital Partners | 447.00 | $51k | 0% | Mar 2024 |
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| Sandy Spring Bank | 387.00 | $44k | 0% | Mar 2024 |
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| Baldwin Brothers | 330.00 | $37k | 0% | Mar 2024 |
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| Huntington National Bank | 300.00 | $34k | 0% | Mar 2024 |
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| Key FInancial | 289.00 | $33k | 0% | Mar 2024 |
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| Lindbrook Capital | 275.00 | $31k | 0% | Mar 2024 |
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| Anchor Investment Management | 273.00 | $31k | 0% | Mar 2024 |
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| Atlantic Trust | 244.00 | $27k | 100% | Mar 2024 |
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| Sunbelt Securities | 202.00 | $23k | 0% | Mar 2024 |
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| Mather Group | 199.00 | $21k | 100% | Mar 2024 |
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| Proequities | 149.00 | $17M | 0% | Mar 2024 |
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| Creekmur Asset Management | 136.00 | $15k | 100% | Mar 2024 |
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| Trifecta Capital Advisors | 134.00 | $15k | 0% | Mar 2024 |
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| McIlrath & Eck | 125.00 | $14k | 100% | Mar 2024 |
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| Larson Financial Group | 102.00 | $12k | 0% | Mar 2024 |
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| Smartleaf Asset Management | 101.00 | $11k | 0% | Mar 2024 |
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| Pinnacle Bank | 100.00 | $11k | 0% | Mar 2024 |
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| Kozak & Associates | 92.00 | $9.3k | 0% | Dec 2023 |
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| Salomon & Ludwin | 90.00 | $10k | 100% | Mar 2024 |
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Who sold out of First Trust Mid Cap Core Alpha Fnd?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Dorsey Wright & Associates | Sep 2023 | 29k | $2.6M |
| Integrated Wealth Concepts | Sep 2023 | 16k | $1.5M |
| Personal Cfo Solutions | Sep 2023 | 14k | $1.2M |
| Waterloo Capital | Sep 2023 | 6.6k | $606k |
| Well Done | Dec 2023 | 4.3k | $445k |
| Jane Street | Dec 2023 | 3.9k | $406k |
| RFG Advisory | Dec 2023 | 3.5k | $367k |
| Two Sigma Investments | Dec 2023 | 3.5k | $366k |
| Raymond James Trust | Dec 2023 | 2.5k | $265k |
| Burns Matteson Capital Management | Sep 2023 | 2.3k | $211k |
| Cedar Brook Financial Partners | Dec 2023 | 2.2k | $227k |
| Mariner Wealth Advisors | Dec 2023 | 1.9k | $202k |
| Tradition Wealth Management | Dec 2023 | 1.3k | $131k |
| Moisand Fitzgerald Tamayo | Dec 2023 | 106.00 | $11k |