FIRST TRUST MID CAP VALUE ALPHADEX FUND

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FNK·33737M201·US·ETF·Unknown - Unknown

FNK (FIRST TRUST MID CAP VALUE ALPHADEX FUND) is held by 26 institutional investors as of Q2 2026. Largest holders: WELLS FARGO & COMPANY/MN ($16M), MORGAN STANLEY ($15.3M), LPL Financial LLC ($8.8M). Net institutional sentiment: Mixed.

26

Holders

(4 Elite)

$67.7M

Total Value

52% (27)

Consensus

14 buying - 13 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)42

Insider (Form 4)79

Activist (13D/13G)50

Congressional (STOCK Act)75

Holder Quality

86

★★★★★

Elite

24

★★★★

Strong

14

★★★

Solid

52

★★

Below

73

★

Weak

Held by 26 funds

4 elite

Who's Trading

Source dates: Price Aug 28, 2026 · Insiders none · Activists none · Congress none

No recent insider, activist, or congressional trades for FNK.

Top Holders

Top Holders (26)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
WELLS FARGO & COMPANY/MN	Increased	260,747(+0.8%)	$16M	0.0%	+43.26%	28
MORGAN STANLEY	Increased	249,492(+5.9%)	$15.3M	0.0%	+27.75%	30
LPL Financial LLC	Increased	143,041(+4.0%)	$8.8M	0.0%	+49.19%	29
Cetera Investment Advisers	Increased	130,373(+23.5%)	$8M	0.0%	+17.08%	33
RAYMOND JAMES FINANCIAL INC	Decreased	53,954(-8.2%)	$3.3M	0.0%	+23.84%	0
UBS Group AG	Decreased	50,793(-0.7%)	$3.1M	0.0%	+56.16%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	Increased	46,836(+68.2%)	$2.9M	0.0%	+14.68%	39
OSAIC HOLDINGS, INC.	Decreased	45,769(-9.3%)	$2.8M	0.0%	+36.31%	0
JONES FINANCIAL COMPANIES LLLP	Increased	41,807(+12.6%)	$2.6M	0.0%	+21.69%	29
ROYAL BANK OF CANADA	Decreased	16,630(-27.5%)	$1M	0.0%	+24.92%	0
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	15,306(-6.8%)	$938,432	0.0%	+52.92%	0
&PARTNERS	Increased	13,802(+139.4%)	$846,224	0.0%	+12.78%	40
Kestra Advisory Services, LLC	Decreased	9,369(-9.3%)	$574,402	0.0%	+23.25%	0
Private Advisor Group, LLC	Increased	8,269(+0.2%)	$507,009	0.0%	+38.61%	24
BENJAMIN EDWARDS INC	Increased	5,334(+0.2%)	$327,273	0.0%	+22.55%	23
ENVESTNET ASSET MANAGEMENT INC	Decreased	4,333(-2.0%)	$265,651	0.0%	+29.12%	0
Rockefeller Capital Management L.P.	Decreased	2,614(-9.5%)	$160,310	0.0%	+16.54%	0
Farther Finance Advisors, LLC	New	1,726	$105,824	0.0%	+5.39%	30
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1,289(+0.2%)	$79,029	0.0%	+12.71%	14
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	Unchanged	807	$49,479	0.0%	+9.19%	0

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FNKFIRST TRUST MID CAP VALUE ALPHADEX FUND

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer