FNK Institutional Ownership & Shareholders
FIRST TRUST MID CAP VALUE (FNK) is currently held by 56 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $159.28M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Total Investment Management Inc is currently the largest disclosed institutional shareholder of FNK tracked by InsiderSet, reporting ownership valued at approximately $80.86M in its June 30, 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 $76.80M, representing an estimated loss of -5.03% 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
56
Total Reported Value
$159.28M
Largest Holder
Total Investment Management Inc
Largest Position
$80.86M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
70
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 | 8.53% | 1,275,782 | $80,864,696 | $76,798,887 | -$4,065,809 | -5.03% | |
| Wells Fargo & Company/Mn | 0.00% | 260,747 | $15,986,811 | $15,696,318 | -$290,493 | -1.82% | |
| Morgan Stanley | 0.00% | 249,492 | $15,296,815 | $15,018,795 | -$278,020 | -1.82% | |
| Lpl Financial Llc | 0.00% | 143,041 | $8,770,100 | $8,610,711 | -$159,389 | -1.82% | |
| Cetera Investment Advisers | 0.01% | 130,373 | $7,993,369 | $7,848,129 | -$145,240 | -1.82% | |
| Kingsview Wealth Management, Llc | 0.05% | 64,005 | $3,924,237 | $3,852,941 | -$71,296 | -1.82% | |
| Raymond James Financial Inc | 0.00% | 53,954 | $3,308,029 | $3,247,896 | -$60,133 | -1.82% | |
| Ubs Group Ag | 0.00% | 50,793 | $3,114,220 | $3,057,612 | -$56,608 | -1.82% | |
| Susquehanna International Group, Llp | 0.00% | 46,836 | $2,871,590 | $2,819,410 | -$52,180 | -1.82% | |
| Osaic Holdings, Inc. | 0.00% | 45,769 | $2,806,176 | $2,755,179 | -$50,997 | -1.82% | |
| Jones Financial Companies Lllp | 0.00% | 41,807 | $2,582,495 | $2,516,677 | -$65,818 | -2.55% | |
| Equitable Holdings, Inc. | 0.01% | 20,458 | $1,254,325 | $1,231,520 | -$22,805 | -1.82% | |
| Royal Bank Of Canada | 0.00% | 16,630 | $1,020,000 | $1,001,084 | -$18,916 | -1.85% | |
| Commonwealth Equity Services, Llc | 0.00% | 15,306 | $938,432 | $921,383 | -$17,049 | -1.82% | |
| &Partners | 0.00% | 13,802 | $846,224 | $830,846 | -$15,378 | -1.82% | |
| Keel Point, Llc | 0.04% | 11,686 | $716,502 | $703,468 | -$13,034 | -1.82% | |
| Ars Wealth Advisors Group, Llc | 0.06% | 11,490 | $704,487 | $691,669 | -$12,818 | -1.82% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 9,917 | $608,055 | $596,979 | -$11,076 | -1.82% | |
| Kestra Advisory Services, Llc | 0.00% | 9,369 | $574,402 | $563,990 | -$10,412 | -1.81% | |
| Private Advisor Group, Llc | 0.00% | 8,269 | $507,009 | $497,773 | -$9,236 | -1.82% | |
| Level Four Advisory Services, Llc | 0.01% | 5,614 | $344,228 | $337,949 | -$6,279 | -1.82% | |
| Benjamin Edwards Inc | 0.00% | 5,334 | $327,273 | $321,093 | -$6,180 | -1.89% | |
| Janney Montgomery Scott Llc | 0.00% | 4,888 | $300,000 | $294,245 | -$5,755 | -1.92% | |
| Ashton Thomas Private Wealth, Llc | 0.01% | 4,763 | $292,027 | $286,721 | -$5,306 | -1.82% | |
| Advisor Os, Llc | 0.02% | 4,475 | $274,369 | $269,384 | -$4,985 | -1.82% | |
| Stonex Group Inc. | 0.01% | 4,357 | $265,683 | $262,281 | -$3,402 | -1.28% | |
| Envestnet Asset Management Inc | 0.00% | 4,333 | $265,651 | $260,836 | -$4,815 | -1.81% | |
| Sigma Planning Corp | 0.01% | 4,151 | $254,493 | $249,880 | -$4,613 | -1.81% | |
| Great Valley Advisor Group, Inc. | 0.00% | 3,989 | $244,180 | $240,128 | -$4,052 | -1.66% | |
| Daymark Wealth Partners, Llc | 0.01% | 3,799 | $232,922 | $228,690 | -$4,232 | -1.82% | |
| Dynamic Advisor Solutions Llc | 0.01% | 3,665 | $224,730 | $220,624 | -$4,106 | -1.83% | |
| Triumph Capital Management | 0.04% | 3,488 | $213,855 | $209,969 | -$3,886 | -1.82% | |
| Rfg Advisory, Llc | 0.00% | 3,297 | $202,162 | $198,471 | -$3,691 | -1.83% | |
| Founders Financial Alliance, Llc | 0.02% | 2,927 | $179,433 | $176,198 | -$3,235 | -1.80% | |
| Rockefeller Capital Management L.P. | 0.00% | 2,614 | $160,310 | $157,356 | -$2,954 | -1.84% | |
| Geneos Wealth Management Inc. | 0.00% | 2,400 | $147,144 | $144,474 | -$2,670 | -1.81% | |
| Parallel Advisors, Llc | 0.00% | 1,935 | $118,638 | $116,482 | -$2,156 | -1.82% | |
| Gamma Investing Llc | 0.00% | 1,816 | $107,258 | $109,319 | +$2,061 | +1.92% | |
| Farther Finance Advisors, Llc | 0.00% | 1,726 | $101,942 | $103,901 | +$1,959 | +1.92% | |
| Ameriflex Group, Inc. | 0.03% | 1,080 | $66,217 | $65,013 | -$1,204 | -1.82% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 807 | $46,060 | $48,579 | +$2,519 | +5.47% | |
| Us Bancorp \De\ | 0.00% | 557 | $34,150 | $33,530 | -$620 | -1.82% | |
| Bessemer Group Inc | 0.00% | 454 | $28,000 | $27,330 | -$670 | -2.39% | |
| Fmr Llc | 0.00% | 442 | $27,076 | $26,607 | -$469 | -1.73% | |
| Benson Wealth Management Inc | 0.02% | 356 | $21,827 | $21,430 | -$397 | -1.82% | |
| Assetmark, Inc | 0.00% | 317 | $19,436 | $19,083 | -$353 | -1.82% | |
| Lfa - Lugano Financial Advisors Sa | 0.01% | 300 | $18,393 | $18,059 | -$334 | -1.81% | |
| Fifth Third Bancorp | 0.00% | 266 | $16,309 | $16,013 | -$296 | -1.82% | |
| Tower Research Capital Llc (Trc) | 0.00% | 256 | $15,696 | $15,411 | -$285 | -1.82% | |
| Glen Eagle Advisors, Llc | 0.00% | 200 | $12,262 | $12,040 | -$223 | -1.81% |
Frequently asked questions about FNK
Who are the largest institutional holders of FNK?
The largest institutional holders of FNK reported in the latest SEC Form 13F filings include Total Investment Management Inc, Wells Fargo & Company/Mn, Morgan Stanley, Lpl Financial Llc, and Cetera Investment Advisers. InsiderSet ranks institutional holders by their latest reported FNK position.
What is FNK institutional ownership?
This page tracks FNK positions reported by institutional investment managers through SEC Form 13F. FIRST TRUST MID CAP VALUE (FNK) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own FNK?
InsiderSet currently tracks 56 institutional managers reporting FNK holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of FNK shareholders.
How much FNK stock do institutions own?
Institutional investment managers disclosed approximately $159.28M in FNK holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was FNK institutional ownership last updated?
The latest FNK institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional FNK holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its FNK position after the reporting date.
Are institutions buying or selling FNK?
Institutional buying and selling can be analyzed by comparing FNK positions across consecutive 13F reporting periods. InsiderSet's FNK Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View FNK ownership changes.
How has FNK institutional ownership changed over time?
InsiderSet tracks FNK institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.