FIRST TRUST MID CAP VALUE (FNK) Institutional Ownership Changes & 13F Activity
FIRST TRUST MID CAP VALUE (FNK). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Ashton Thomas Private Wealth, Llc, Cetera Investment Advisers, Benjamin Edwards Inc, and Citadel Advisors Llc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Wells Fargo & Company/Mn | Buy | +22,243 | +9.4% | 258,612 | $14.76M | Q1 2026 | Jul 08, 2026 |
| Western Wealth Management, Llc | Buy | +200 | — | 200 | $11.41K | Q1 2026 | May 19, 2026 |
| Citadel Advisors Llc | Buy | +6,597 | — | 6,597 | $376.52K | Q1 2026 | May 15, 2026 |
| Susquehanna International Group, Llp | Sell | -2,024 | -6.8% | 27,839 | $1.59M | Q1 2026 | May 15, 2026 |
| Tower Research Capital Llc (Trc) | Buy | +1,474 | +189.7% | 2,251 | $128.47K | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | Buy | +1,251 | +6.4% | 20,790 | $1.16M | Q1 2026 | May 15, 2026 |
| Osaic Holdings, Inc. | Sell | -836 | -1.6% | 50,439 | $2.88M | Q1 2026 | May 15, 2026 |
| &Partners | Sell | -636 | -9.9% | 5,766 | $329.11K | Q1 2026 | May 15, 2026 |
| Morgan Stanley | Sell | -447 | -0.2% | 235,560 | $13.44M | Q1 2026 | May 15, 2026 |
| Jones Financial Companies Lllp | Buy | +351 | +1.0% | 37,130 | $2.09M | Q1 2026 | May 15, 2026 |
| Advisory Services Network, Llc | Buy | +279 | — | 279 | $15.92K | Q1 2026 | May 15, 2026 |
| Us Bancorp \De\ | Buy | +115 | +44.9% | 371 | $21.18K | Q1 2026 | May 15, 2026 |
| Royal Bank Of Canada | Sell | -52 | -0.2% | 22,946 | $1.31M | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, Llc | Sell | -1 | -16.7% | 5 | $315.00 | Q1 2026 | May 15, 2026 |
| Raymond James Financial Inc | Buy | +5,274 | +9.9% | 58,777 | $3.35M | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | Buy | +13 | +0.5% | 2,889 | $164.93K | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | Buy | +15,551 | +17.3% | 105,572 | $6.03M | Q1 2026 | May 13, 2026 |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | Buy | +807 | — | 807 | $46.06K | Q1 2026 | May 13, 2026 |
| Bank Of Montreal | Buy | +568 | — | 568 | $32.42K | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | Sell | -196 | -5.3% | 3,488 | $199.08K | Q1 2026 | May 13, 2026 |
| Benjamin Edwards Inc | Sell | -9,408 | -63.9% | 5,323 | $304.13K | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, Llc | Sell | -3,273 | -5.0% | 62,667 | $3.58M | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, Llc | Sell | -21,710 | -82.0% | 4,763 | $271.85K | Q1 2026 | May 11, 2026 |
| Founders Financial Alliance, Llc | Buy | +2,919 | — | 2,919 | $166.58K | Q1 2026 | May 11, 2026 |
| Daymark Wealth Partners, Llc | Buy | +10 | +0.2% | 4,132 | $235.81K | Q1 2026 | May 11, 2026 |
| Great Valley Advisor Group, Inc. | Buy | +2 | +0.1% | 3,988 | $227.37K | Q1 2026 | May 11, 2026 |
| Advisor Os, Llc | Buy | +4,475 | — | 4,475 | $255.41K | Q1 2026 | May 08, 2026 |
| Parallel Advisors, Llc | Buy | +1,935 | — | 1,935 | $110.44K | Q1 2026 | May 07, 2026 |
| Northwestern Mutual Wealth Management Co | Buy | +1,230 | +2157.9% | 1,287 | $73.45K | Q1 2026 | May 07, 2026 |
| Lpl Financial Llc | Buy | +5,229 | +4.0% | 137,586 | $7.85M | Q1 2026 | May 06, 2026 |
Frequently asked questions about FNK activity
Which institutional owners are buying FNK?
Institutional owners buying FNK include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FNK activity?
"Buy" means an investor increased their reported position in FNK compared to the prior reporting period. This reflects growing exposure to FIRST TRUST MID CAP VALUE (FNK) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FNK increasing?
Institutional interest in FNK can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.