FIRST TRUST MID CAP VALUE (FNK) Top Institutional Shareholders
FIRST TRUST MID CAP VALUE (FNK) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $145.91M in FNK holdings during the latest filing period.
Total Investment Management Inc is currently the largest disclosed institutional shareholder of FNK tracked by InsiderSet, reporting ownership valued at approximately $76.58M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $80.24M, representing an estimated gain of +4.78% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 91% of the total disclosed FNK value among the investors covered in this analysis. Major shareholders include Total Investment Management Inc, Wells Fargo & Company/Mn, Morgan Stanley, and several other long-term asset managers with concentrated positions in FIRST TRUST MID CAP VALUE (FNK).
This page ranks the largest institutional FNK shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
60
Total Reported Value
$145.91M
Largest Holder
Total Investment Management Inc
Largest Position
$76.58M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
64
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Total Investment Management Inc | 8.93% | 1,341,711 | $76,577,885 | $80,237,806 | +$3,659,921 | +4.78% | |
| Wells Fargo & Company/Mn | 0.00% | 258,612 | $14,760,221 | $15,465,670 | +$705,449 | +4.78% | |
| Morgan Stanley | 0.00% | 235,560 | $13,444,608 | $14,087,100 | +$642,492 | +4.78% | |
| Lpl Financial Llc | 0.00% | 137,586 | $7,852,702 | $8,228,001 | +$375,299 | +4.78% | |
| Cetera Investment Advisers | 0.01% | 105,572 | $6,025,522 | $6,313,480 | +$287,958 | +4.78% | |
| Kingsview Wealth Management, Llc | 0.05% | 62,667 | $3,576,725 | $3,747,650 | +$170,925 | +4.78% | |
| Raymond James Financial Inc | 0.00% | 58,777 | $3,354,666 | $3,515,017 | +$160,351 | +4.78% | |
| Ubs Group Ag | 0.00% | 51,138 | $2,918,701 | $3,058,185 | +$139,484 | +4.78% | |
| Osaic Holdings, Inc. | 0.00% | 50,439 | $2,878,636 | $3,016,383 | +$137,747 | +4.79% | |
| Jones Financial Companies Lllp | 0.00% | 37,130 | $2,091,304 | $2,220,471 | +$129,167 | +6.18% | |
| Susquehanna International Group, Llp | 0.00% | 27,839 | $1,588,905 | $1,664,845 | +$75,940 | +4.78% | |
| Royal Bank Of Canada | 0.00% | 22,946 | $1,310,000 | $1,372,230 | +$62,230 | +4.75% | |
| Equitable Holdings, Inc. | 0.01% | 20,790 | $1,158,796 | $1,243,296 | +$84,500 | +7.29% | |
| Commonwealth Equity Services, Llc | 0.00% | 16,414 | $936,823 | $981,600 | +$44,777 | +4.78% | |
| Ars Wealth Advisors Group, Llc | 0.06% | 11,488 | $655,697 | $687,012 | +$31,315 | +4.78% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 10,455 | $596,755 | $625,236 | +$28,481 | +4.77% | |
| Kestra Advisory Services, Llc | 0.00% | 10,335 | $589,881 | $618,060 | +$28,179 | +4.78% | |
| Private Advisor Group, Llc | 0.00% | 8,252 | $471,009 | $493,491 | +$22,482 | +4.77% | |
| Independent Financial Group, Llc | 0.01% | 11,196 | $454,166 | $669,550 | +$215,384 | +47.42% | |
| Citadel Advisors Llc | 0.00% | 6,597 | $376,522 | $394,518 | +$17,996 | +4.78% | |
| &Partners | 0.00% | 5,766 | $329,108 | $344,822 | +$15,714 | +4.77% | |
| Level Four Advisory Services, Llc | 0.01% | 5,614 | $320,441 | $335,732 | +$15,291 | +4.77% | |
| Benjamin Edwards Inc | 0.00% | 5,323 | $304,130 | $318,329 | +$14,199 | +4.67% | |
| Hightower Advisors, Llc | 0.00% | 5,127 | $292,640 | $306,608 | +$13,968 | +4.77% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 4,763 | $271,847 | $284,840 | +$12,993 | +4.78% | |
| Advisor Os, Llc | 0.02% | 4,475 | $255,410 | $267,617 | +$12,207 | +4.78% | |
| Envestnet Asset Management Inc | 0.00% | 4,421 | $252,326 | $264,387 | +$12,061 | +4.78% | |
| Sigma Planning Corp | 0.01% | 4,181 | $238,619 | $250,035 | +$11,416 | +4.78% | |
| Daymark Wealth Partners, Llc | 0.01% | 4,132 | $235,808 | $247,104 | +$11,296 | +4.79% | |
| Great Valley Advisor Group, Inc. | 0.00% | 3,988 | $227,367 | $238,493 | +$11,126 | +4.89% | |
| Dynamic Advisor Solutions Llc | 0.01% | 3,665 | $209,165 | $219,177 | +$10,012 | +4.79% | |
| Triumph Capital Management | 0.04% | 3,488 | $199,077 | $208,591 | +$9,514 | +4.78% | |
| Founders Financial Alliance, Llc | 0.03% | 2,919 | $166,577 | $174,564 | +$7,987 | +4.79% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,889 | $164,925 | $172,770 | +$7,845 | +4.76% | |
| Geneos Wealth Management Inc. | 0.00% | 2,400 | $136,968 | $143,526 | +$6,558 | +4.79% | |
| Tower Research Capital Llc (Trc) | 0.00% | 2,251 | $128,475 | $134,616 | +$6,141 | +4.78% | |
| Parallel Advisors, Llc | 0.00% | 1,935 | $110,440 | $115,718 | +$5,278 | +4.78% | |
| Gamma Investing Llc | 0.00% | 1,816 | $103,648 | $108,602 | +$4,954 | +4.78% | |
| Northwestern Mutual Wealth Management Co | 0.00% | 1,287 | $73,455 | $76,966 | +$3,511 | +4.78% | |
| Sound Income Strategies, Llc | 0.00% | 984 | $56,204 | $58,846 | +$2,642 | +4.70% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 807 | $46,060 | $48,261 | +$2,201 | +4.78% | |
| Bank Of Montreal | 0.00% | 568 | $32,418 | $33,968 | +$1,550 | +4.78% | |
| Us Bancorp \De\ | 0.00% | 371 | $21,175 | $22,187 | +$1,012 | +4.78% | |
| Benson Wealth Management Inc | 0.03% | 356 | $20,319 | $21,290 | +$971 | +4.78% | |
| Private Trust Co Na | 0.00% | 318 | $18,150 | $19,017 | +$867 | +4.78% | |
| Advisory Services Network, Llc | 0.00% | 279 | $15,924 | $16,685 | +$761 | +4.78% | |
| Fifth Third Bancorp | 0.00% | 272 | $15,524 | $16,266 | +$742 | +4.78% | |
| Glen Eagle Advisors, Llc | 0.00% | 200 | $11,415 | $11,961 | +$546 | +4.78% | |
| Western Wealth Management, Llc | 0.00% | 200 | $11,415 | $11,961 | +$546 | +4.78% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 165 | $9,417 | $9,867 | +$450 | +4.78% |
Frequently asked questions about FNK
Who owns the most FNK stock?
The largest holders of FNK are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for FIRST TRUST MID CAP VALUE (FNK).
Is FNK widely held by superinvestors?
Many widely followed stocks like FNK appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FNK is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.