First Trust Mid Cap GrowthFNYETF
13F holders, Q4 2024 (December 31)102holders +8
13new positions
6sold out
$80.08avg. 13F price*
At the end of Q4 2024, 102 institutions reported holding First Trust Mid Cap Growth (FNY) in their 13F filings, up 8 from Q3 2024. 13 opened new positions and 6 sold out. The largest holders were Wells Fargo & Company ($46.0M), LPL Financial LLC ($45.6M) and Morgan Stanley ($29.6M).
- Company
- First Trust Mid Cap Growth
- CUSIP
- 33737M102
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.0M |
| Exits | 6 | $3.8M |
All 13F filers, Q3 2024 → Q4 2024: 253,629 shares bought and 206,108 shares sold, net +47,521 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 102 holders
| Wells Fargo & Company | 0.01% | Reduce -8.1% | 575,026 | $46.0M |
| LPL Financial LLC | 0.02% | Add +11.9% | 569,446 | $45.6M |
| Morgan Stanley | 0.00% | Add +10.8% | 369,486 | $29.6M |
| NewEdge Advisors, LLC | 0.10% | Reduce -1.6% | 209,796 | $16.8M |
| Raymond James Financial Inc. | 0.01% | — | 177,072 | $14.2M |
| UBS Group AG | 0.00% | Add +0.1% | 173,040 | $13.8M |
| &partners | 0.15% | Add +12.2% | 149,090 | $12.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -2.6% | 98,311 | $7.9M |
| Kingsview Wealth Management, LLC | 0.13% | Reduce -9.7% | 81,655 | $6.5M |
| Benjamin Edwards Inc. | 0.08% | Reduce -4.3% | 66,740 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +24.6% | 51,121 | $4.1M |
| Goldman Sachs Group Inc. | 0.00% | No change | 50,000 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +375.4% | 46,492 | $3.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -1.4% | 44,669 | $3.6M |
| KCM Investment Advisors LLC | 0.11% | Add +1.8% | 38,381 | $3.1M |
| Wealth Management Partners, LLC | 1.24% | Add +0.6% | 35,924 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -14.9% | 33,851 | $2.7M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -5.4% | 29,205 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.0% | 27,251 | $2.2M |
| Commonwealth Equity Services, LLC | 0.00% | Add +39.2% | 26,418 | $2.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +15.8% | 24,098 | $1.9M |
| PCG Wealth Advisors, LLC | 0.66% | Add +6.8% | 22,311 | $1.8M |
| Global Retirement Partners, LLC | 0.05% | Add +10.9% | 22,113 | $1.8M |
| Royal Bank of Canada | 0.00% | Add +11.7% | 20,701 | $1.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.8% | 20,187 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Reduce -0.8% | 18,361 | $1.5M |
| MTM Investment Management, LLC | 0.56% | No change | 18,130 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -78.2% | 17,759 | $1.4M |
| JT Stratford LLC | 0.23% | New | 17,663 | $1.4M |
| Sylvest Advisors, LLC | 0.77% | — | 15,603 | $1.2M |
| Brueske Advisory Services, LLC | 1.02% | — | 14,310 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +44.7% | 13,346 | $1.1M |
| AssuredPartners Investment Advisors, LLC | 0.19% | — | 12,012 | $961K |
| G&S Capital LLC | 0.39% | New | 11,838 | $947K |
| Comerica Bank | 0.00% | Add +13.0% | 11,365 | $909K |
| MML Investors Services, LLC | 0.00% | Add +12.4% | 9,717 | $777K |
| Black Point Wealth Management | 0.85% | Reduce -2.1% | 9,231 | $738K |
| Clarus Wealth Advisors | 0.36% | Reduce -2.1% | 9,060 | $727K |
| New Wave Wealth Advisors LLC | 0.28% | New | 8,523 | $682K |
| Great Valley Advisor Group, Inc. | 0.02% | Add +0.1% | 8,480 | $678K |
| Baird Financial Group, Inc. | 0.00% | Add +9.3% | 8,350 | $668K |
| Dominguez Wealth Management Solutions, Inc. | 0.47% | Add +1.0% | 8,110 | $649K |
| ARS Wealth Advisors Group, LLC | 0.09% | Reduce -13.9% | 8,096 | $648K |
| World Investment Advisors | 0.02% | New | 7,830 | $626K |
| Stonebridge Financial Planning Group, LLC | 0.27% | No change | 7,552 | $604K |
| Purus Wealth Management, LLC | 0.23% | Reduce -21.0% | 7,411 | $593K |
| Sigma Planning Corp | 0.02% | Reduce -2.6% | 6,236 | $499K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -13.3% | 6,046 | $484K |
| Cornerstone Wealth Management, LLC | 0.03% | No change | 5,810 | $465K |
| Mariner, LLC | 0.00% | Reduce -2.8% | 5,600 | $448K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 5,500 | $440K |
| Element Wealth, LLC | 0.22% | Reduce -2.7% | 5,320 | $426K |
| Clear Point Advisors Inc. | 0.36% | Add +0.2% | 5,220 | $418K |
| D.A. Davidson & Co. | 0.00% | Reduce -42.4% | 4,942 | $395K |
| IFP Advisors, Inc | 0.01% | No change | 4,736 | $379K |
| BostonPremier Wealth LLC | 0.23% | — | 4,693 | $375K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -1.5% | 4,646 | $372K |
| Integrated Advisors Network LLC | 0.02% | New | 4,270 | $342K |
| Keystone Wealth Services, LLC | 0.09% | No change | 4,198 | $336K |
| WMG Financial Advisors, LLC | 0.14% | No change | 4,049 | $324K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +0.3% | 4,009 | $321K |
| 1776 Wealth LLC | 0.13% | No change | 3,627 | $290K |
| Financial Advocates Investment Management | 0.02% | Add +5.7% | 3,563 | $285K |
| Gateway Wealth Partners, LLC | 0.07% | Add +6.2% | 3,561 | $285K |
| IHT Wealth Management, LLC | 0.01% | New | 3,319 | $265K |
| Harbour Investments, Inc. | 0.01% | Add +14.1% | 3,231 | $258K |
| Avantax Advisory Services, Inc. | 0.00% | Add +0.2% | 3,226 | $258K |
| Jones Financial Companies LLLP | 0.00% | Add +78.3% | 3,143 | $251K |
| Mutual Advisors, LLC | 0.01% | Reduce -1.3% | 2,926 | $243K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -1.6% | 3,005 | $240K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +0.0% | 2,990 | $239K |
| Sanctuary Advisors, LLC | 0.00% | Add +2.9% | 2,804 | $239K |
| Monterey Private Wealth, Inc. | 0.08% | No change | 2,903 | $232K |
| Independent Advisor Alliance | 0.00% | New | 2,863 | $229K |
| Truist Financial Corp. | 0.00% | New | 2,816 | $225K |
| Venture Visionary Partners LLC | 0.01% | No change | 2,800 | $224K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -1.8% | 2,770 | $222K |
| Arete Wealth Advisors, LLC | 0.02% | No change | 2,650 | $213K |
| Oppenheimer & Co. Inc. | 0.00% | New | 2,602 | $208K |
| Private Trust Co. NA | 0.02% | No change | 2,499 | $200K |
| JPMorgan Chase & Co. | 0.00% | Reduce -29.0% | 2,153 | $172K |
| Cwm, LLC | 0.00% | No change | 2,144 | $172K |
| Founders Financial Alliance, LLC | 0.05% | Add +0.2% | 2,096 | $168K |
| Geneos Wealth Management Inc. | 0.01% | Add +2.5% | 2,063 | $165K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +3.9% | 1,856 | $148K |
| Zions Bancorporation, N.A. | 0.01% | No change | 1,800 | $144K |
| CoreCap Advisors, LLC | 0.00% | No change | 1,140 | $91K |
| MPWM Advisory Solutions, LLC | 0.05% | — | 794 | $64K |
| Synergy Asset Management, LLC | 0.00% | New | 754 | $60K |
| US Bancorp \de | 0.00% | No change | 689 | $55K |
| Allworth Financial LP | 0.00% | Add +23.8% | 625 | $53K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -55.1% | 482 | $39K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 404 | $32K |
| Hilltop National Bank | 0.00% | No change | 181 | $14K |
| PSI Advisors, LLC | 0.00% | Add +0.6% | 166 | $13K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 117 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -98.6% | 108 | $9K |
| Sunbelt Securities, Inc. | 0.00% | New | 100 | $8K |
| Capital Analysts, LLC | 0.00% | New | 77 | $6K |
| Caitlin John, LLC | 0.00% | No change | 71 | $6K |
| FMR LLC | 0.00% | Add +40.0% | 49 | $4K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -2.9% | 33 | $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.