FIRST TRUST MID CAP GROWTH (FNY) Institutional Shareholders
FIRST TRUST MID CAP GROWTH (FNY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $436.68M in FNY holdings during the latest filing period.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of FNY tracked by InsiderSet, reporting ownership valued at approximately $100.59M 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 $90.32M, representing an estimated loss of -10.21% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 73% of the total disclosed FNY value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Morgan Stanley, Wells Fargo & Company/Mn, and several other long-term asset managers with concentrated positions in FIRST TRUST MID CAP GROWTH (FNY).
This page ranks the largest institutional FNY 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
124
Total Reported Value
$436.68M
Largest Holder
Lpl Financial Llc
Largest Position
$100.59M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
143
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.02% | 907,423 | $100,590,580 | $90,315,902 | -$10,274,678 | -10.21% | |
| Morgan Stanley | 0.00% | 485,370 | $53,804,871 | $48,308,925 | -$5,495,946 | -10.21% | |
| Wells Fargo & Company/Mn | 0.01% | 482,443 | $53,480,317 | $48,017,600 | -$5,462,717 | -10.21% | |
| &Partners | 0.09% | 197,544 | $22,648,921 | $19,661,574 | -$2,987,347 | -13.19% | |
| Cetera Investment Advisers | 0.02% | 188,546 | $20,900,953 | $18,766,002 | -$2,134,951 | -10.21% | |
| Newedge Advisors, Llc | 0.06% | 182,925 | $20,277,849 | $18,206,544 | -$2,071,305 | -10.21% | |
| Ubs Group Ag | 0.00% | 130,332 | $14,447,693 | $12,971,957 | -$1,475,736 | -10.21% | |
| Envestnet Asset Management Inc | 0.00% | 113,923 | $12,628,678 | $11,338,768 | -$1,289,910 | -10.21% | |
| Raymond James Financial Inc | 0.00% | 96,560 | $10,704,031 | $9,610,626 | -$1,093,405 | -10.21% | |
| Osaic Holdings, Inc. | 0.01% | 74,422 | $8,251,231 | $7,407,229 | -$844,002 | -10.23% | |
| Royal Bank Of Canada | 0.00% | 54,340 | $6,024,000 | $5,408,466 | -$615,534 | -10.22% | |
| Goldman Sachs Group Inc | 0.00% | 50,000 | $5,542,655 | $4,976,505 | -$566,150 | -10.21% | |
| Janney Montgomery Scott Llc | 0.01% | 47,486 | $5,264,000 | $4,726,286 | -$537,714 | -10.21% | |
| Kingsview Wealth Management, Llc | 0.06% | 46,077 | $5,107,763 | $4,586,048 | -$521,715 | -10.21% | |
| Steward Partners Investment Advisory, Llc | 0.02% | 42,023 | $4,658,380 | $4,182,553 | -$475,827 | -10.21% | |
| Equitable Holdings, Inc. | 0.03% | 41,242 | $4,571,834 | $4,104,820 | -$467,014 | -10.22% | |
| First Trust Advisors Lp | 0.00% | 40,709 | $4,512,718 | $4,051,771 | -$460,947 | -10.21% | |
| Private Advisor Group, Llc | 0.02% | 40,029 | $4,437,333 | $3,984,090 | -$453,243 | -10.21% | |
| Kestra Advisory Services, Llc | 0.01% | 38,521 | $4,270,186 | $3,833,999 | -$436,187 | -10.21% | |
| Wealth Management Partners, Llc | 0.96% | 36,714 | $4,069,838 | $3,654,148 | -$415,690 | -10.21% | |
| Citadel Advisors Llc | 0.00% | 34,999 | $3,879,748 | $3,483,454 | -$396,294 | -10.21% | |
| Kcm Investment Advisors Llc | 0.11% | 33,223 | $3,682,873 | $3,306,689 | -$376,184 | -10.21% | |
| Anderson Financial Strategies, Llc | 1.68% | 30,550 | $3,226,621 | $3,040,645 | -$185,976 | -5.76% | |
| Jones Financial Companies Lllp | 0.00% | 25,248 | $2,743,700 | $2,512,936 | -$230,764 | -8.41% | |
| Win Advisors, Inc | 0.89% | 22,440 | $2,487,544 | $2,233,455 | -$254,089 | -10.21% | |
| Barnes Pettey Financial Advisors, Llc | 0.75% | 21,630 | $2,397,781 | $2,152,836 | -$244,945 | -10.22% | |
| Commonwealth Equity Services, Llc | 0.00% | 20,313 | $2,251,803 | $2,021,755 | -$230,048 | -10.22% | |
| Crux Wealth Advisors | 0.74% | 19,143 | $2,122,061 | $1,905,305 | -$216,756 | -10.21% | |
| Empirical Asset Management, Llc | 0.47% | 18,745 | $2,077,941 | $1,865,692 | -$212,249 | -10.21% | |
| Sylvest Advisors, Llc | 0.92% | 18,508 | $2,051,669 | $1,842,103 | -$209,566 | -10.21% | |
| Mtm Investment Management, Llc | 0.56% | 17,586 | $1,949,463 | $1,750,336 | -$199,127 | -10.21% | |
| Wealth Enhancement Advisory Services, Llc | 0.00% | 18,469 | $1,946,045 | $1,838,221 | -$107,824 | -5.54% | |
| Cary Street Partners Financial Llc | 0.04% | 16,931 | $1,876,852 | $1,685,144 | -$191,708 | -10.21% | |
| Worthington Financial Partners, Llc | 1.55% | 16,926 | $1,876,301 | $1,684,646 | -$191,655 | -10.21% | |
| Harbour Investments, Inc. | 0.02% | 12,049 | $1,335,669 | $1,199,238 | -$136,431 | -10.21% | |
| Fifth Third Bancorp | 0.00% | 11,434 | $1,267,466 | $1,138,027 | -$129,439 | -10.21% | |
| Assuredpartners Investment Advisors, Llc | 0.12% | 11,245 | $1,246,543 | $1,119,216 | -$127,327 | -10.21% | |
| Stratos Wealth Partners, Ltd. | 0.01% | 10,477 | $1,161,408 | $1,042,777 | -$118,631 | -10.21% | |
| Pcg Wealth Advisors, Llc | 0.23% | 9,408 | $1,042,916 | $936,379 | -$106,537 | -10.22% | |
| Ifp Advisors, Inc | 0.02% | 9,164 | $1,015,857 | $912,094 | -$103,763 | -10.21% | |
| Rockefeller Capital Management L.P. | 0.00% | 8,957 | $993,008 | $891,491 | -$101,517 | -10.22% | |
| Great Valley Advisor Group, Inc. | 0.01% | 8,349 | $925,085 | $830,977 | -$94,108 | -10.17% | |
| Susquehanna International Group, Llp | 0.00% | 8,206 | $909,661 | $816,744 | -$92,917 | -10.21% | |
| Baird Financial Group, Inc. | 0.00% | 7,967 | $883,167 | $792,956 | -$90,211 | -10.21% | |
| Dominguez Wealth Management Solutions, Inc. | 0.46% | 7,529 | $834,590 | $749,362 | -$85,228 | -10.21% | |
| Transamerica Financial Advisors, Llc | 0.07% | 7,448 | $825,738 | $741,300 | -$84,438 | -10.23% | |
| Proactive Wealth Strategies Llc | 0.13% | 7,252 | $803,906 | $721,792 | -$82,114 | -10.21% | |
| Stonebridge Financial Planning Group, Llc | 0.25% | 7,166 | $794,417 | $713,233 | -$81,184 | -10.22% | |
| Sigma Planning Corp | 0.02% | 7,052 | $781,691 | $701,886 | -$79,805 | -10.21% | |
| Ars Wealth Advisors Group, Llc | 0.06% | 7,040 | $780,406 | $700,692 | -$79,714 | -10.21% |
Frequently asked questions about FNY
Who owns the most FNY stock?
The largest holders of FNY 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 GROWTH (FNY).
Is FNY widely held by superinvestors?
Many widely followed stocks like FNY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly FNY 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.