First Trust Mid Cap GrowthFNYETF
13F holders, Q3 2024 (September 30)94holders
7new positions
6sold out
1famous investor
$79.65avg. 13F price*
At the end of Q3 2024, 94 institutions reported holding First Trust Mid Cap Growth (FNY) in their 13F filings, unchanged from Q2 2024. 7 opened new positions and 6 sold out. The largest holders were Wells Fargo & Company ($49.8M), LPL Financial LLC ($40.5M) and Morgan Stanley ($26.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- First Trust Mid Cap Growth
- CUSIP
- 33737M102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $17.7M |
| Exits | 6 | $486K |
All 13F filers, Q2 2024 → Q3 2024: 374,344 shares bought and 354,259 shares sold, net +20,085 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 94 holders
| Wells Fargo & Company | 0.01% | Reduce -5.1% | 625,346 | $49.8M |
| LPL Financial LLC | 0.02% | Reduce -2.5% | 508,733 | $40.5M |
| Morgan Stanley | 0.00% | Add +2.2% | 333,517 | $26.6M |
| NewEdge Advisors, LLC | 0.11% | Add +30.6% | 213,150 | $17.0M |
| UBS Group AG | 0.00% | Reduce -45.5% | 172,902 | $13.8M |
| &partners | 0.20% | New | 132,828 | $10.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -12.5% | 110,815 | $8.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -9.3% | 100,962 | $8.0M |
| Kingsview Wealth Management, LLC | 0.15% | Add +107.2% | 90,431 | $7.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.2% | 81,427 | $6.5M |
| Benjamin Edwards Inc. | 0.08% | New | 69,721 | $5.6M |
| Goldman Sachs Group Inc. | 0.00% | No change | 50,000 | $4.0M |
| Private Advisor Group, LLC | 0.02% | Reduce -0.5% | 45,293 | $3.6M |
| Raymond James & Associates | 0.00% | Reduce -2.5% | 44,833 | $3.6M |
| Cetera Investment Advisers | 0.01% | Reduce -43.9% | 41,040 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +190.5% | 39,769 | $3.2M |
| KCM Investment Advisors LLC | 0.10% | Reduce -2.6% | 37,693 | $3.0M |
| Wealth Management Partners, LLC | 1.32% | Reduce -0.6% | 35,717 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -1.5% | 30,886 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +36.3% | 30,859 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +12.6% | 25,712 | $2.0M |
| PCG Wealth Advisors, LLC | 0.64% | Reduce -3.2% | 20,883 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -36.3% | 20,804 | $1.7M |
| Global Retirement Partners, LLC | 0.05% | Reduce -1.5% | 19,934 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -52.0% | 18,977 | $1.5M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 18,529 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +1.2% | 18,509 | $1.5M |
| MTM Investment Management, LLC | 0.56% | No change | 18,130 | $1.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +5.4% | 17,893 | $1.4M |
| Comerica Bank | 0.00% | Reduce -0.4% | 10,054 | $801K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.1% | 9,780 | $779K |
| Black Point Wealth Management | 0.87% | Reduce -1.4% | 9,427 | $751K |
| ARS Wealth Advisors Group, LLC | 0.09% | No change | 9,409 | $749K |
| Purus Wealth Management, LLC | 0.32% | Reduce -3.4% | 9,380 | $747K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -10.6% | 9,225 | $735K |
| Clarus Wealth Advisors | 0.37% | Add +0.9% | 9,252 | $731K |
| MML Investors Services, LLC | 0.00% | Reduce -24.2% | 8,641 | $688K |
| D.A. Davidson & Co. | 0.01% | Reduce -0.1% | 8,573 | $683K |
| Great Valley Advisor Group, Inc. | 0.02% | Reduce -2.4% | 8,474 | $675K |
| Dominguez Wealth Management Solutions, Inc. | 0.46% | Add +1.1% | 8,027 | $639K |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.5% | 7,636 | $608K |
| Tower Research Capital LLC (TRC) | 0.02% | Add +269.1% | 7,563 | $602K |
| Stonebridge Financial Planning Group, LLC | 0.29% | Reduce -1.3% | 7,552 | $601K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -87.2% | 6,974 | $555K |
| Sigma Planning Corp | 0.02% | Add +1.0% | 6,402 | $510K |
| RPS Advisory Solutions LLC | 0.36% | New | 6,282 | $500K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,810 | $463K |
| Mariner, LLC | 0.00% | Reduce -9.1% | 5,759 | $459K |
| Beacon Pointe Advisors, LLC | 0.01% | No change | 5,500 | $438K |
| Element Wealth, LLC | 0.23% | Reduce -0.7% | 5,467 | $435K |
| Clear Point Advisors Inc. | 0.32% | Add +0.4% | 5,210 | $415K |
| Jane Street Group, LLC | 0.00% | New | 4,783 | $381K |
| IFP Advisors, Inc | 0.01% | No change | 4,736 | $377K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,717 | $376K |
| Keystone Wealth Services, LLC | 0.09% | No change | 4,198 | $334K |
| WMG Financial Advisors, LLC | 0.15% | Reduce -3.2% | 4,049 | $322K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +1.0% | 3,999 | $319K |
| 1776 Wealth LLC | 0.13% | No change | 3,627 | $289K |
| Financial Advocates Investment Management | 0.02% | Reduce -2.1% | 3,372 | $269K |
| Gateway Wealth Partners, LLC | 0.07% | Add +4.4% | 3,352 | $267K |
| Kowal Investment Group, LLC | 0.05% | Add +0.4% | 3,336 | $266K |
| Alpha Omega Group, Inc. | 0.36% | No change | 3,307 | $263K |
| Avantax Advisory Services, Inc. | 0.00% | Add +1.7% | 3,219 | $256K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 3,054 | $243K |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.0% | 3,034 | $242K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -4.6% | 2,989 | $238K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -42.3% | 2,725 | $238K |
| Mutual Advisors, LLC | 0.01% | Add +12.0% | 2,963 | $237K |
| Monterey Private Wealth, Inc. | 0.08% | No change | 2,903 | $231K |
| Harbour Investments, Inc. | 0.01% | Reduce -10.5% | 2,831 | $225K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -24.2% | 2,820 | $225K |
| Venture Visionary Partners LLC | 0.01% | Reduce -6.7% | 2,800 | $223K |
| Citadel Advisors | 0.00% | New | 2,777 | $221K |
| Arete Wealth Advisors, LLC | 0.02% | New | 2,650 | $210K |
| Private Trust Co. NA | 0.02% | No change | 2,499 | $199K |
| Cwm, LLC | 0.00% | Reduce -31.8% | 2,144 | $171K |
| Founders Financial Alliance, LLC | 0.05% | Add +0.4% | 2,092 | $167K |
| Geneos Wealth Management Inc. | 0.01% | Add +9.1% | 2,012 | $160K |
| Zions Bancorporation, N.A. | 0.01% | No change | 1,800 | $143K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +304.3% | 1,787 | $142K |
| Jones Financial Companies LLLP | 0.00% | Add +195.8% | 1,763 | $140K |
| CoreCap Advisors, LLC | 0.00% | Reduce -14.9% | 1,140 | $91K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,073 | $85K |
| US Bancorp \de | 0.00% | No change | 689 | $55K |
| Lanark Financial, Inc. | 0.00% | No change | 675 | $53K |
| Allworth Financial LP | 0.00% | No change | 505 | $40K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 404 | $32K |
| Hilltop National Bank | 0.00% | No change | 181 | $14K |
| PSI Advisors, LLC | 0.00% | No change | 165 | $13K |
| Bank of America Corp. | 0.00% | Reduce -93.9% | 143 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 117 | $9K |
| Caitlin John, LLC | 0.00% | No change | 71 | $6K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 34 | $3K |
| FMR LLC | 0.00% | Reduce -2.8% | 35 | $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.