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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Wells Fargo & Company/MnBuy+22,243+9.4%258,612$14.76MQ1 2026Jul 08, 2026
Western Wealth Management, LlcBuy+200—200$11.41KQ1 2026May 19, 2026
Citadel Advisors LlcBuy+6,597—6,597$376.52KQ1 2026May 15, 2026
Susquehanna International Group, LlpSell-2,024-6.8%27,839$1.59MQ1 2026May 15, 2026
Tower Research Capital Llc (Trc)Buy+1,474+189.7%2,251$128.47KQ1 2026May 15, 2026
Equitable Holdings, Inc.Buy+1,251+6.4%20,790$1.16MQ1 2026May 15, 2026
Osaic Holdings, Inc.Sell-836-1.6%50,439$2.88MQ1 2026May 15, 2026
&PartnersSell-636-9.9%5,766$329.11KQ1 2026May 15, 2026
Morgan StanleySell-447-0.2%235,560$13.44MQ1 2026May 15, 2026
Jones Financial Companies LllpBuy+351+1.0%37,130$2.09MQ1 2026May 15, 2026
Advisory Services Network, LlcBuy+279—279$15.92KQ1 2026May 15, 2026
Us Bancorp \De\Buy+115+44.9%371$21.18KQ1 2026May 15, 2026
Royal Bank Of CanadaSell-52-0.2%22,946$1.31MQ1 2026May 15, 2026
Transamerica Financial Advisors, LlcSell-1-16.7%5$315.00Q1 2026May 15, 2026
Raymond James Financial IncBuy+5,274+9.9%58,777$3.35MQ1 2026May 14, 2026
Rockefeller Capital Management L.P.Buy+13+0.5%2,889$164.93KQ1 2026May 14, 2026
Cetera Investment AdvisersBuy+15,551+17.3%105,572$6.03MQ1 2026May 13, 2026
Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas LlcBuy+807—807$46.06KQ1 2026May 13, 2026
Bank Of MontrealBuy+568—568$32.42KQ1 2026May 13, 2026
Triumph Capital ManagementSell-196-5.3%3,488$199.08KQ1 2026May 13, 2026
Benjamin Edwards IncSell-9,408-63.9%5,323$304.13KQ1 2026May 12, 2026
Kingsview Wealth Management, LlcSell-3,273-5.0%62,667$3.58MQ1 2026May 12, 2026
Ashton Thomas Private Wealth, LlcSell-21,710-82.0%4,763$271.85KQ1 2026May 11, 2026
Founders Financial Alliance, LlcBuy+2,919—2,919$166.58KQ1 2026May 11, 2026
Daymark Wealth Partners, LlcBuy+10+0.2%4,132$235.81KQ1 2026May 11, 2026
Great Valley Advisor Group, Inc.Buy+2+0.1%3,988$227.37KQ1 2026May 11, 2026
Advisor Os, LlcBuy+4,475—4,475$255.41KQ1 2026May 08, 2026
Parallel Advisors, LlcBuy+1,935—1,935$110.44KQ1 2026May 07, 2026
Northwestern Mutual Wealth Management CoBuy+1,230+2157.9%1,287$73.45KQ1 2026May 07, 2026
Lpl Financial LlcBuy+5,229+4.0%137,586$7.85MQ1 2026May 06, 2026
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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.