First Trust Mid Cap GrowthFNYETF

13F holders, Q1 2024 (March 31)
87holders
$75.60avg. 13F price*

At the end of Q1 2024, 87 institutions reported holding First Trust Mid Cap Growth (FNY) in their 13F filings. The largest holders were Wells Fargo & Company ($44.5M), LPL Financial LLC ($36.4M) and Morgan Stanley ($27.1M).

Company
First Trust Mid Cap Growth
CUSIP
33737M102
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150 Q1 2024: 87Q1 2024Q2 2024: 94Q2 2024Q3 2024: 94Q3 2024Q4 2024: 102Q4 2024Q1 2025: 100Q1 2025Q2 2025: 100Q2 2025Q3 2025: 107Q3 2025Q4 2025: 120Q4 2025Q1 2026: 123Q1 2026Q2 2026: 127Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions6$2.8M
Exits5$1.8M

Ownership 87 holders

Wells Fargo & Company 0.01% Reduce -0.2% 588,579 $44.5M
LPL Financial LLC 0.02% Reduce -14.1% 481,310 $36.4M
Morgan Stanley 0.00% Reduce -2.4% 358,655 $27.1M
UBS Group AG 0.01% Add +1.0% 318,570 $24.1M
NewEdge Advisors, LLC 0.11% Add +3.1% 163,082 $12.3M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -6.1% 79,343 $6.0M
Cetera Investment Advisers 0.01% Add +24.0% 71,556 $5.4M
Benjamin F. Edwards & Company, Inc. 0.09% Reduce -11.2% 66,878 $5.1M
Osaic Holdings, Inc. 0.01% Reduce -9.5% 54,894 $4.2M
Goldman Sachs Group Inc. 0.00% No change 50,000 $3.8M
Susquehanna International Group, LLP 0.01% Add +17.6% 46,906 $3.5M
Private Advisor Group, LLC 0.02% Add +0.0% 45,635 $3.5M
Kingsview Wealth Management, LLC 0.08% Add +6.2% 43,931 $3.3M
Commonwealth Equity Services, LLC 0.01% Reduce -6.3% 39,825 $3.0M
KCM Investment Advisors LLC 0.11% Reduce -2.5% 38,618 $2.9M
Wealth Management Partners, LLC 1.38% Reduce -3.0% 35,857 $2.7M
Atria Wealth Solutions, Inc. 0.03% Add +30.3% 33,487 $2.5M
Kestra Advisory Services, LLC 0.02% Add +14.1% 32,444 $2.5M
Stifel Financial Corp. 0.00% Add +12.3% 31,105 $2.4M
PCG Wealth Advisors, LLC 1.00% New 27,699 $2.1M
Wealth Enhancement Advisory Services, LLC 0.00% Add +16.8% 23,278 $1.8M
Royal Bank of Canada 0.00% Add +23.0% 20,683 $1.6M
Equitable Holdings, Inc. 0.02% Add +3.2% 18,488 $1.4M
MTM Investment Management, LLC 0.57% Reduce -2.4% 18,130 $1.4M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -4.0% 16,881 $1.3M
MML Investors Services, LLC 0.00% Add +21.2% 13,617 $1.0M
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -84.8% 13,229 $1.0M
Raymond James & Associates 0.00% Add +6.4% 13,204 $998K
Envestnet Asset Management Inc. 0.00% Add +103.6% 11,526 $871K
Braun-Bostich & Associates Inc. 0.72% Reduce -23.4% 11,440 $865K
Janney Montgomery Scott LLC 0.00% Add +1.4% 10,811 $817K
Comerica Bank 0.00% Reduce -4.2% 10,150 $767K
Purus Wealth Management, LLC 0.36% Reduce -2.4% 9,739 $736K
ARS Wealth Advisors Group, LLC 0.10% No change 9,409 $711K
Clarus Wealth Advisors 0.37% Reduce -13.5% 9,002 $658K
Great Valley Advisor Group, Inc. 0.02% Reduce -0.8% 8,683 $657K
D.A. Davidson & Co. 0.01% Add +0.8% 8,590 $649K
Dominguez Wealth Management Solutions, Inc. 0.50% Reduce -0.1% 8,335 $630K
Global Retirement Partners, LLC 0.02% Reduce -0.4% 8,263 $625K
Baird Financial Group, Inc. 0.00% Add +4.3% 8,226 $622K
Stonebridge Financial Planning Group, LLC 0.31% Add +2.7% 7,650 $578K
Stratos Wealth Partners, LTD. 0.01% Reduce -0.7% 7,005 $530K
Sigma Planning Corp 0.02% Add +85.4% 6,557 $496K
Mariner, LLC 0.00% Reduce -19.4% 6,519 $493K
Element Wealth, LLC 0.26% Reduce -5.6% 5,866 $444K
Cornerstone Wealth Management, LLC 0.04% Reduce -2.1% 5,810 $439K
Beacon Pointe Advisors, LLC 0.00% No change 5,500 $416K
IFP Advisors, Inc 0.02% Add +4.0% 5,236 $396K
Clear Point Advisors Inc. 0.32% Reduce -2.5% 5,190 $392K
Thrivent Financial for Lutherans 0.00% No change 4,717 $357K
Jaffetilchin Investment Partners, LLC 0.03% New 4,605 $348K
WMG Financial Advisors, LLC 0.19% Add +6.5% 4,457 $337K
Keystone Wealth Services, LLC 0.10% No change 4,198 $317K
Tower Research Capital LLC (TRC) 0.01% Add +116.2% 4,076 $308K
JPMorgan Chase & Co. 0.00% Add +17.2% 4,012 $303K
Pine Valley Investments Ltd Liability Co 0.02% Add +1.9% 3,911 $296K
Harbour Investments, Inc. 0.01% Add +156.8% 3,678 $278K
1776 Wealth LLC 0.13% No change 3,627 $274K
Mutual Advisors, LLC 0.01% Reduce -11.2% 3,549 $268K
Financial Advocates Investment Management 0.02% Add +4.6% 3,466 $262K
Koshinski Asset Management, Inc. 0.03% Reduce -50.6% 3,400 $257K
Alpha Omega Group, Inc. 0.35% Reduce -1.4% 3,307 $250K
Kowal Investment Group, LLC 0.05% No change 3,276 $248K
Cwm, LLC 0.00% No change 3,144 $238K
Ashton Thomas Private Wealth, LLC 0.01% Reduce -2.8% 3,132 $237K
Avantax Advisory Services, Inc. 0.00% Reduce -7.7% 3,122 $236K
Venture Visionary Partners LLC 0.01% No change 3,000 $227K
Monterey Private Wealth, Inc. 0.09% New 2,903 $219K
Founders Financial Alliance, LLC 0.05% No change 2,084 $158K
Geneos Wealth Management Inc. 0.01% Reduce -2.4% 1,837 $139K
CoreCap Advisors, LLC 0.01% New 1,340 $101K
Allworth Financial LP 0.00% Reduce -6.9% 1,155 $87K
US Bancorp \de 0.00% No change 689 $52K
Bank of America Corp. 0.00% New 622 $47K
Lanark Financial, Inc. 0.00% No change 608 $45K
PNC Financial Services Group, Inc. 0.00% No change 482 $36K
Tyler-Stone Wealth Management 0.01% Add +0.2% 443 $33K
Steward Partners Investment Advisory, LLC 0.00% No change 442 $33K
HHM Wealth Advisors, LLC 0.01% New 404 $31K
Pacifica Partners Inc. 0.01% No change 250 $19K
PSI Advisors, LLC 0.00% Add +64.0% 164 $12K
FMR LLC 0.00% Add +323.1% 110 $8K
Financial Gravity Asset Management, Inc. 0.00% No change 112 $8K
Farmers & Merchants Investments Inc. 0.00% No change 76 $6K
Caitlin John, LLC 0.00% No change 71 $5K
Transamerica Financial Advisors, LLC 0.00% Reduce -2.9% 34 $3K
Qube Research & Technologies Ltd 0.00% No change 39 $3K

"% of holder's portfolio" is FNY's weight in each manager's 13F, not the share of First Trust Mid Cap Growth the manager owns.