First Trust Mid Cap GrowthFNYETF
13F holders, Q2 2024 (June 30)94holders +7
8new positions
4sold out
$73.58avg. 13F price*
At the end of Q2 2024, 94 institutions reported holding First Trust Mid Cap Growth (FNY) in their 13F filings, up 7 from Q1 2024. 8 opened new positions and 4 sold out. The largest holders were Wells Fargo & Company ($48.5M), LPL Financial LLC ($38.4M) and Morgan Stanley ($24.0M).
- Company
- First Trust Mid Cap Growth
- CUSIP
- 33737M102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $1.0M |
| Exits | 4 | $1.2M |
All 13F filers, Q1 2024 → Q2 2024: 394,286 shares bought and 155,368 shares sold, net +238,918 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Wells Fargo & Company | 0.01% | Add +11.9% | 658,808 | $48.5M |
| LPL Financial LLC | 0.02% | Add +8.4% | 521,590 | $38.4M |
| Morgan Stanley | 0.00% | Reduce -9.0% | 326,233 | $24.0M |
| UBS Group AG | 0.01% | Reduce -0.3% | 317,489 | $23.4M |
| NewEdge Advisors, LLC | 0.09% | Add +0.1% | 163,256 | $12.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +59.6% | 126,661 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Add +102.7% | 111,287 | $8.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +514.0% | 81,232 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +2.3% | 73,195 | $5.4M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +677.3% | 54,453 | $4.0M |
| Goldman Sachs Group Inc. | 0.00% | No change | 50,000 | $3.7M |
| Raymond James & Associates | 0.00% | Add +248.3% | 45,986 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.3% | 45,504 | $3.3M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -0.7% | 43,646 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.8% | 39,504 | $2.9M |
| KCM Investment Advisors LLC | 0.10% | Add +0.2% | 38,698 | $2.8M |
| Wealth Management Partners, LLC | 1.29% | Add +0.2% | 35,939 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +0.6% | 32,641 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -6.3% | 31,364 | $2.3M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Reduce -61.0% | 26,077 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -1.9% | 22,844 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -51.7% | 22,641 | $1.7M |
| PCG Wealth Advisors, LLC | 0.69% | Reduce -22.1% | 21,574 | $1.6M |
| Global Retirement Partners, LLC | 0.05% | Add +144.9% | 20,237 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -1.1% | 18,288 | $1.3M |
| MTM Investment Management, LLC | 0.55% | No change | 18,130 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -14.1% | 17,765 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.6% | 16,979 | $1.2M |
| Stifel Financial Corp. | 0.00% | Reduce -56.0% | 13,690 | $1.0M |
| MML Investors Services, LLC | 0.00% | Reduce -16.3% | 11,393 | $838K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.9% | 11,121 | $818K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.5% | 10,320 | $759K |
| Comerica Bank | 0.00% | Reduce -0.5% | 10,097 | $743K |
| Purus Wealth Management, LLC | 0.32% | Reduce -0.3% | 9,714 | $715K |
| Black Point Wealth Management | 0.73% | — | 9,560 | $703K |
| ARS Wealth Advisors Group, LLC | 0.09% | No change | 9,409 | $692K |
| Clarus Wealth Advisors | 0.36% | Add +1.8% | 9,167 | $671K |
| Great Valley Advisor Group, Inc. | 0.02% | No change | 8,683 | $639K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.1% | 8,584 | $632K |
| Baird Financial Group, Inc. | 0.00% | Add +1.5% | 8,347 | $614K |
| Dominguez Wealth Management Solutions, Inc. | 0.44% | Reduce -4.7% | 7,940 | $584K |
| Stonebridge Financial Planning Group, LLC | 0.28% | No change | 7,650 | $563K |
| Mariner, LLC | 0.00% | Reduce -2.8% | 6,338 | $466K |
| Sigma Planning Corp | 0.01% | Reduce -3.3% | 6,338 | $466K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,810 | $427K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 5,670 | $417K |
| Element Wealth, LLC | 0.23% | Reduce -6.2% | 5,504 | $405K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 5,500 | $405K |
| Clear Point Advisors Inc. | 0.31% | No change | 5,190 | $382K |
| IFP Advisors, Inc | 0.01% | Reduce -9.6% | 4,736 | $348K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,717 | $347K |
| Sanctuary Advisors, LLC | 0.00% | — | 4,724 | $338K |
| Keystone Wealth Services, LLC | 0.10% | No change | 4,198 | $309K |
| WMG Financial Advisors, LLC | 0.16% | Reduce -6.2% | 4,183 | $308K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +1.2% | 3,958 | $291K |
| Koshinski Asset Management, Inc. | 0.03% | Add +9.4% | 3,720 | $270K |
| 1776 Wealth LLC | 0.12% | No change | 3,627 | $267K |
| Financial Advocates Investment Management | 0.02% | Reduce -0.6% | 3,445 | $254K |
| Kowal Investment Group, LLC | 0.05% | Add +1.4% | 3,323 | $245K |
| Alpha Omega Group, Inc. | 0.31% | No change | 3,307 | $243K |
| Gateway Wealth Partners, LLC | 0.07% | New | 3,210 | $236K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.4% | 3,164 | $233K |
| Harbour Investments, Inc. | 0.01% | Reduce -14.0% | 3,162 | $233K |
| Cwm, LLC | 0.00% | No change | 3,144 | $231K |
| Ashton Thomas Private Wealth, LLC | 0.01% | No change | 3,132 | $230K |
| JPMorgan Chase & Co. | 0.00% | Reduce -24.4% | 3,035 | $223K |
| Venture Visionary Partners LLC | 0.01% | No change | 3,000 | $221K |
| Monterey Private Wealth, Inc. | 0.08% | No change | 2,903 | $214K |
| Mutual Advisors, LLC | 0.01% | Reduce -25.5% | 2,645 | $201K |
| Private Trust Co. NA | 0.02% | New | 2,499 | $184K |
| Bank of America Corp. | 0.00% | Add +275.4% | 2,335 | $172K |
| Founders Financial Alliance, LLC | 0.05% | No change | 2,084 | $153K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -49.7% | 2,049 | $151K |
| Geneos Wealth Management Inc. | 0.01% | Add +0.4% | 1,844 | $136K |
| Zions Bancorporation, N.A. | 0.01% | New | 1,800 | $132K |
| CoreCap Advisors, LLC | 0.01% | No change | 1,340 | $99K |
| PNC Financial Services Group, Inc. | 0.00% | Add +122.6% | 1,073 | $79K |
| US Bancorp \de | 0.00% | No change | 689 | $51K |
| Lanark Financial, Inc. | 0.00% | Add +11.0% | 675 | $49K |
| Jones Financial Companies LLLP | 0.00% | New | 596 | $44K |
| Allworth Financial LP | 0.00% | Reduce -56.3% | 505 | $38K |
| Tyler-Stone Wealth Management | 0.01% | No change | 443 | $33K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 442 | $33K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 404 | $30K |
| Pacifica Partners Inc. | 0.01% | No change | 250 | $18K |
| International Assets Investment Management, LLC | 0.00% | New | 200 | $15K |
| Hilltop National Bank | 0.00% | New | 181 | $13K |
| PSI Advisors, LLC | 0.00% | Add +0.6% | 165 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | — | 117 | $9K |
| Caitlin John, LLC | 0.00% | No change | 71 | $5K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 34 | $3K |
| Qube Research & Technologies Ltd | 0.00% | No change | 39 | $3K |
| FMR LLC | 0.00% | Reduce -67.3% | 36 | $3K |
| Assetmark, Inc. | 0.00% | New | 2 | $147 |
"% 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.