First Trust Mid Cap Core AlpFNXETF
13F holders, Q1 2024 (March 31)167holders
1famous investor
$113.14avg. 13F price*
At the end of Q1 2024, 167 institutions reported holding First Trust Mid Cap Core Alp (FNX) in their 13F filings. The largest holders were Morgan Stanley ($134.6M), LPL Financial LLC ($96.3M) and Wells Fargo & Company ($85.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Mid Cap Core Alp
- CUSIP
- 33735B108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $2.5M |
| Exits | 13 | $8.3M |
Ownership 167 holders
| Morgan Stanley | 0.01% | Add +0.0% | 1,187,314 | $134.6M |
| LPL Financial LLC | 0.05% | Reduce -1.8% | 849,228 | $96.3M |
| Wells Fargo & Company | 0.02% | Add +0.8% | 757,975 | $85.9M |
| Kestra Advisory Services, LLC | 0.26% | Add +16.0% | 345,678 | $39.2M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +1.1% | 300,782 | $34.1M |
| UBS Group AG | 0.01% | Reduce -6.2% | 252,007 | $28.6M |
| Royal Bank of Canada | 0.01% | Reduce -9.1% | 225,839 | $25.6M |
| Kaydan Wealth Management, Inc. | 8.17% | Add +1353.6% | 211,293 | $24.0M |
| Raymond James & Associates | 0.02% | Reduce -10.7% | 208,853 | $23.7M |
| Osaic Holdings, Inc. | 0.04% | Add +2.3% | 161,628 | $18.3M |
| Baird Financial Group, Inc. | 0.04% | Reduce -8.6% | 159,726 | $18.1M |
| Cetera Investment Advisers | 0.04% | Add +47.9% | 138,989 | $15.8M |
| HighTower Advisors, LLC | 0.02% | Add +3.0% | 133,193 | $15.1M |
| Bank of America Corp. | 0.00% | Add +9.6% | 113,379 | $12.9M |
| Stifel Financial Corp. | 0.01% | Reduce -25.3% | 80,488 | $9.1M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +4.7% | 77,099 | $8.7M |
| D.A. Davidson & Co. | 0.08% | Add +4.3% | 77,095 | $8.7M |
| Benjamin F. Edwards & Company, Inc. | 0.16% | Reduce -1.7% | 75,730 | $8.6M |
| Bellevue Asset Management, LLC | 4.55% | Add +3.5% | 70,732 | $8.0M |
| Lakeridge Wealth Management LLC | 4.69% | Reduce -0.6% | 63,847 | $7.2M |
| National Bank of Canada | 0.01% | Add +76.4% | 59,982 | $6.7M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.9% | 57,696 | $6.5M |
| Chicago Partners Investment Group LLC | 0.27% | Add +1.4% | 58,272 | $6.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +22.3% | 55,133 | $6.3M |
| First Trust Advisors LP | 0.01% | Add +26.4% | 50,562 | $5.7M |
| Kestra Private Wealth Services, LLC | 0.12% | Reduce -13.8% | 45,091 | $5.1M |
| Atria Investments, Inc | 0.06% | Add +55.3% | 39,379 | $4.5M |
| B. Riley Wealth Advisors, Inc. | 0.12% | Reduce -37.8% | 46,568 | $4.3M |
| Per Stirling Capital Management, LLC. | 0.71% | Reduce -1.8% | 37,515 | $4.3M |
| FWG Holdings, LLC | 2.25% | Add +1.9% | 37,682 | $4.2M |
| First Heartland Consultants, Inc. | 0.43% | Add +3.3% | 36,739 | $4.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -2.1% | 34,596 | $3.9M |
| Avantax Advisory Services, Inc. | 0.03% | Add +64.3% | 33,086 | $3.8M |
| Prospera Financial Services Inc | 0.11% | Add +27.3% | 32,459 | $3.7M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +12.8% | 30,844 | $3.5M |
| IHT Wealth Management, LLC | 0.14% | Reduce -10.7% | 30,575 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Reduce -5.2% | 28,706 | $3.3M |
| Priebe Wealth Holdings LLC | 2.32% | Add +3.0% | 26,200 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +30.6% | 25,502 | $2.9M |
| Snowden Capital Advisors LLC | 0.08% | Reduce -0.6% | 22,511 | $2.6M |
| Solutions 4 Wealth, Ltd | 6.82% | Add +0.1% | 21,415 | $2.4M |
| Comerica Bank | 0.01% | Reduce -0.2% | 19,546 | $2.2M |
| Citizens Financial Group Inc. | 0.07% | Add +0.2% | 18,122 | $2.1M |
| Western Wealth Management, LLC | 0.16% | Reduce -18.9% | 17,876 | $2.0M |
| Park National Corp. | 0.08% | Reduce -1.7% | 17,443 | $2.0M |
| Bedel Financial Consulting, Inc. | 0.30% | No change | 16,900 | $1.9M |
| Perigon Wealth Management, LLC | 0.06% | Add +0.7% | 16,159 | $1.8M |
| DHJJ Financial Advisors, Ltd. | 0.79% | Reduce -2.0% | 15,843 | $1.8M |
| LVZ, Inc. | 0.24% | Reduce -60.6% | 15,820 | $1.8M |
| Apollon Wealth Management, LLC | 0.05% | Reduce -14.8% | 15,280 | $1.7M |
| Cozad Asset Management Inc. | 0.17% | Add +0.0% | 14,746 | $1.7M |
| Lanark Financial, Inc. | 0.15% | Reduce -7.9% | 13,639 | $1.5M |
| Transamerica Financial Advisors, LLC | 0.15% | Add +52.2% | 13,164 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Add +207.6% | 12,647 | $1.4M |
| Truist Financial Corp. | 0.00% | Reduce -11.7% | 12,432 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -0.7% | 11,902 | $1.3M |
| NewEdge Advisors, LLC | 0.01% | Reduce -7.9% | 11,603 | $1.3M |
| Stephens Inc. | 0.02% | Add +0.0% | 11,543 | $1.3M |
| Sterling Investment Advisors, Ltd. | 0.36% | Add +0.3% | 11,375 | $1.3M |
| MML Investors Services, LLC | 0.01% | Reduce -10.8% | 11,288 | $1.3M |
| Pacific Sun Financial Corp | 0.70% | Reduce -1.6% | 10,679 | $1.2M |
| Citadel Advisors | 0.00% | Reduce -59.0% | 9,482 | $1.1M |
| Equitable Holdings, Inc. | 0.01% | Add +1.3% | 9,282 | $1.1M |
| Cwm, LLC | 0.00% | Add +0.1% | 8,762 | $993K |
| Keystone Wealth Services, LLC | 0.32% | Reduce -0.8% | 8,566 | $971K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +7.1% | 8,277 | $938K |
| Moneco Advisors, LLC | 0.14% | Reduce -35.8% | 7,766 | $880K |
| American Institute for Advanced Investment Management, LLP | 0.69% | Add +8.9% | 7,692 | $872K |
| Creative Planning | 0.00% | Reduce -9.6% | 7,691 | $872K |
| United Advisor Group, LLC | 0.32% | New | 7,616 | $863K |
| Southland Equity Partners LLC | 0.24% | Reduce -0.9% | 7,430 | $842K |
| Moors & Cabot, Inc. | 0.04% | Add +15.7% | 6,990 | $792K |
| StoneX Group Inc. | 0.07% | Reduce -17.8% | 6,974 | $791K |
| Kowal Investment Group, LLC | 0.17% | Add +0.1% | 6,747 | $765K |
| PFG Advisors | 0.05% | Reduce -0.8% | 6,481 | $735K |
| Three Seasons Wealth, LLC | 0.49% | No change | 6,314 | $699K |
| Sigma Planning Corp | 0.02% | New | 6,112 | $693K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -13.2% | 5,344 | $606K |
| Virtue Capital Management, LLC | 0.10% | Add +0.0% | 5,402 | $584K |
| Higgins & Schmidt Wealth Strategies LLC | 0.43% | Reduce -1.7% | 5,098 | $578K |
| Quantum Private Wealth, LLC | 0.21% | No change | 5,069 | $575K |
| ICA Group Wealth Management, LLC | 0.11% | Reduce -12.0% | 4,965 | $563K |
| National Wealth Management Group, LLC | 0.39% | Add +0.8% | 4,367 | $495K |
| World Equity Group, Inc. | 0.10% | Add +96.8% | 4,332 | $491K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.8% | 4,085 | $463K |
| Independent Wealth Network Inc. | 0.22% | Reduce -1.8% | 4,059 | $460K |
| Condor Capital Management | 0.04% | Reduce -0.5% | 4,042 | $458K |
| Park Edge Advisors, LLC | 0.12% | Reduce -0.9% | 3,913 | $444K |
| Kingsview Wealth Management, LLC | 0.01% | Add +3.4% | 3,805 | $431K |
| Nations Financial Group Inc, /Ia/ | 0.04% | No change | 3,670 | $416K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -18.1% | 3,645 | $413K |
| Rathbones Group PLC | 0.00% | Add +16.5% | 3,628 | $411K |
| US Bancorp \de | 0.00% | Reduce -6.5% | 3,609 | $409K |
| KPP Advisory Services LLC | 0.11% | New | 3,493 | $396K |
| Element Wealth, LLC | 0.23% | Reduce -5.1% | 3,490 | $396K |
| Belpointe Asset Management LLC | 0.03% | Add +39.5% | 3,291 | $373K |
| Intrua Financial, LLC | 0.05% | Reduce -1.9% | 3,088 | $350K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.6% | 3,012 | $342K |
| Blue Bell Private Wealth Management, LLC | 0.07% | No change | 2,900 | $329K |
| Westwood Holdings Group Inc. | 0.00% | No change | 2,811 | $319K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -44.4% | 2,715 | $308K |
| Farther Finance Advisors, LLC | 0.02% | Add +63.2% | 2,697 | $303K |
| Tidemark, LLC | 0.17% | Reduce -7.2% | 2,637 | $299K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -53.1% | 2,562 | $290K |
| FAS Wealth Partners, Inc. | 0.02% | No change | 2,434 | $276K |
| Susquehanna International Group, LLP | 0.00% | Reduce -92.3% | 2,414 | $274K |
| Wedbush Securities Inc. | 0.01% | Reduce -4.4% | 2,376 | $269K |
| Private Trust Co. NA | 0.03% | Reduce -0.6% | 2,367 | $268K |
| FMR LLC | 0.00% | Add +59.7% | 2,279 | $258K |
| HM Payson & Co. | 0.00% | No change | 2,274 | $258K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -2.9% | 2,380 | $256K |
| Coppell Advisory Solutions Corp. | 0.05% | — | 2,202 | $250K |
| Boyce & Associates Wealth Consulting, Inc. | 0.31% | Add +0.1% | 2,136 | $242K |
| Advisory Services Network, LLC | 0.01% | Reduce -0.8% | 2,127 | $241K |
| Howe & Rusling Inc. | 0.02% | No change | 2,121 | $240K |
| Pinnacle Wealth Planning Services, Inc. | 0.03% | No change | 2,097 | $238K |
| MAI Capital Management | 0.00% | No change | 2,095 | $238K |
| Allworth Financial LP | 0.00% | Add +0.1% | 2,070 | $235K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -66.1% | 2,035 | $231K |
| Flow Traders U.S. LLC | 0.01% | Reduce -88.7% | 2,021 | $229K |
| Cahill Financial Advisors Inc. | 0.03% | Add +0.2% | 1,996 | $226K |
| AlphaMark Advisors, LLC | 0.08% | Reduce -88.8% | 1,990 | $226K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -47.8% | 1,977 | $224K |
| M3 Advisory Group, LLC | 0.20% | Add +1.0% | 1,946 | $221K |
| 1776 Wealth LLC | 0.10% | No change | 1,942 | $220K |
| Treynor Bancshares, Inc. | 0.12% | New | 1,871 | $212K |
| BKM Wealth Management, LLC | 0.09% | Add +5.2% | 1,865 | $211K |
| Geneos Wealth Management Inc. | 0.01% | No change | 1,652 | $187K |
| Spire Wealth Management | 0.00% | No change | 1,111 | $126K |
| Gilliland Jeter Wealth Management LLC | 0.04% | New | 1,051 | $119K |
| IFP Advisors, Inc | 0.00% | Reduce -46.2% | 920 | $104K |
| City Holding Co. | 0.01% | No change | 825 | $94K |
| Principal Securities, Inc. | 0.00% | No change | 807 | $91K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +45.3% | 767 | $87K |
| Citigroup Inc. | 0.00% | No change | 764 | $87K |
| JPMorgan Chase & Co. | 0.00% | Reduce -59.7% | 729 | $83K |
| Global Retirement Partners, LLC | 0.00% | Add +0.1% | 663 | $75K |
| Continuum Advisory, LLC | 0.01% | New | 650 | $73K |
| PSI Advisors, LLC | 0.02% | Reduce -46.4% | 458 | $52K |
| CoreCap Advisors, LLC | 0.00% | New | 451 | $51K |
| Hexagon Capital Partners LLC | 0.01% | No change | 447 | $51K |
| Sandy Spring Bank | 0.00% | No change | 387 | $44K |
| Baldwin Wealth Partners LLC | 0.00% | No change | 330 | $37K |
| Key Financial Inc | 0.01% | No change | 289 | $33K |
| Lindbrook Capital, LLC | 0.00% | No change | 275 | $31K |
| Anchor Investment Management, LLC | 0.00% | No change | 273 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | New | 244 | $27K |
| Sunbelt Securities, Inc. | 0.00% | No change | 202 | $23K |
| Mather Group, Llc. | 0.00% | New | 199 | $21K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 149 | $17K |
| Creekmur Asset Management LLC | 0.01% | New | 136 | $15K |
| Trifecta Capital Advisors, LLC | 0.00% | No change | 134 | $15K |
| McIlrath & Eck, LLC | 0.00% | New | 125 | $14K |
| Larson Financial Group LLC | 0.00% | No change | 102 | $12K |
| Smartleaf Asset Management LLC | 0.00% | No change | 101 | $11K |
| Pinnacle Bancorp, Inc. | 0.00% | No change | 100 | $11K |
| Jones Financial Companies LLLP | 0.00% | New | 97 | $11K |
| Kozak & Associates, Inc. | 0.00% | No change | 92 | $10K |
| Salomon & Ludwin, LLC | 0.00% | New | 90 | $10K |
| Aspire Private Capital, LLC | 0.00% | No change | 42 | $5K |
| Nemes Rush Group LLC | 0.00% | Reduce -18.0% | 41 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -36.1% | 39 | $4K |
| First Horizon Advisors, Inc. | 0.00% | No change | 31 | $4K |
| Qube Research & Technologies Ltd | 0.00% | No change | 29 | $3K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 12 | $1K |
| Sound Income Strategies, LLC | 0.00% | New | 10 | $1K |
| Avior Wealth Management, LLC | 0.00% | No change | 5 | $566 |
"% of holder's portfolio" is FNX's weight in each manager's 13F, not the share of First Trust Mid Cap Core Alp the manager owns.