First Trust Mid Cap GrowthFNYETF
13F holders, Q1 2025 (March 31)100holders −2
14new positions
15sold out
1famous investor
$74.85avg. 13F price*
At the end of Q1 2025, 100 institutions reported holding First Trust Mid Cap Growth (FNY) in their 13F filings, down 2 from Q4 2024. 14 opened new positions and 15 sold out. The largest holders were Wells Fargo & Company ($48.8M), LPL Financial LLC ($46.4M) and Morgan Stanley ($26.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $14.9M |
| Exits | 15 | $3.9M |
All 13F filers, Q4 2024 → Q1 2025: 528,178 shares bought and 195,434 shares sold, net +332,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 100 holders
| Wells Fargo & Company | 0.01% | Add +13.4% | 652,316 | $48.8M |
| LPL Financial LLC | 0.02% | Add +8.9% | 620,220 | $46.4M |
| Morgan Stanley | 0.00% | Reduce -5.1% | 350,671 | $26.3M |
| NewEdge Advisors, LLC | 0.09% | Reduce -1.4% | 206,918 | $15.5M |
| UBS Group AG | 0.00% | Add +8.3% | 187,324 | $14.0M |
| &partners | 0.12% | Add +0.1% | 149,225 | $11.1M |
| Raymond James Financial Inc. | 0.00% | Reduce -22.9% | 136,523 | $10.2M |
| Benjamin Edwards Inc. | 0.09% | Add +34.5% | 89,784 | $6.7M |
| Envestnet Asset Management Inc. | 0.00% | Add +565.5% | 88,816 | $6.7M |
| Kingsview Wealth Management, LLC | 0.10% | Reduce -11.9% | 71,934 | $5.4M |
| First Trust Advisors LP | 0.00% | New | 64,021 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +12.9% | 57,710 | $4.3M |
| Goldman Sachs Group Inc. | 0.00% | Add +5.6% | 52,795 | $4.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +8.6% | 50,468 | $3.8M |
| Private Advisor Group, LLC | 0.02% | Add +3.0% | 46,010 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Add +64.7% | 43,506 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Reduce -57.4% | 41,875 | $3.1M |
| Citadel Advisors | 0.00% | New | 41,738 | $3.1M |
| KCM Investment Advisors LLC | 0.11% | Add +1.2% | 38,841 | $2.9M |
| Wealth Management Partners, LLC | 1.26% | Add +1.2% | 36,353 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +60.6% | 32,430 | $2.4M |
| Atria Wealth Solutions, Inc. | 0.03% | Add +3.6% | 30,247 | $2.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.9% | 27,485 | $2.1M |
| Stifel Financial Corp. | 0.00% | Reduce -20.8% | 26,811 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +8.3% | 26,109 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | New | 22,874 | $1.7M |
| Royal Bank of Canada | 0.00% | Add +0.0% | 20,703 | $1.6M |
| PCG Wealth Advisors, LLC | 0.54% | Reduce -8.2% | 20,483 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +2.1% | 18,754 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.9% | 18,630 | $1.4M |
| MTM Investment Management, LLC | 0.52% | Reduce -0.7% | 18,000 | $1.4M |
| Sylvest Advisors, LLC | 0.79% | Add +8.6% | 16,951 | $1.3M |
| JT Stratford LLC | 0.22% | Reduce -6.4% | 16,532 | $1.2M |
| Transamerica Financial Advisors, LLC | 0.12% | Add +46363.6% | 15,333 | $1.1M |
| Brueske Advisory Services, LLC | 0.97% | Reduce -4.9% | 13,615 | $1.0M |
| GTS Securities LLC | 0.04% | New | 12,252 | $917K |
| AssuredPartners Investment Advisors, LLC | 0.18% | Add +2.0% | 12,248 | $917K |
| Synovus Financial Corp. | 0.01% | New | 11,787 | $883K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +10404.6% | 11,345 | $850K |
| Comerica Bank | 0.00% | Reduce -6.3% | 10,643 | $797K |
| Flow Traders U.S. LLC | 0.03% | New | 10,438 | $782K |
| Sigma Planning Corp | 0.02% | Add +55.0% | 9,669 | $724K |
| Creative Planning | 0.00% | New | 9,585 | $718K |
| MML Investors Services, LLC | 0.00% | Reduce -10.4% | 8,702 | $652K |
| Great Valley Advisor Group, Inc. | 0.01% | No change | 8,480 | $635K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.0% | 8,268 | $619K |
| ARS Wealth Advisors Group, LLC | 0.09% | No change | 8,096 | $606K |
| Dominguez Wealth Management Solutions, Inc. | 0.44% | Reduce -0.5% | 8,068 | $604K |
| World Investment Advisors | 0.02% | Add +1.3% | 7,930 | $594K |
| Jones Financial Companies LLLP | 0.00% | Add +149.9% | 7,854 | $583K |
| Purus Wealth Management, LLC | 0.24% | Add +1.5% | 7,522 | $563K |
| Transcend Capital Advisors, LLC | 0.04% | New | 7,499 | $562K |
| Stonebridge Financial Planning Group, LLC | 0.25% | Reduce -2.6% | 7,352 | $551K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.3% | 6,029 | $451K |
| Mariner, LLC | 0.00% | Add +4.9% | 5,874 | $440K |
| Cornerstone Wealth Management, LLC | 0.03% | Reduce -2.2% | 5,681 | $425K |
| New Wave Wealth Advisors LLC | 0.19% | Reduce -34.8% | 5,560 | $416K |
| Beacon Pointe Advisors, LLC | 0.00% | No change | 5,500 | $412K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,385 | $403K |
| Element Wealth, LLC | 0.21% | Reduce -3.1% | 5,155 | $386K |
| Clear Point Advisors Inc. | 0.34% | Reduce -1.9% | 5,119 | $383K |
| IFP Advisors, Inc | 0.01% | Add +5.3% | 4,989 | $374K |
| Jane Street Group, LLC | 0.00% | New | 4,832 | $362K |
| BostonPremier Wealth LLC | 0.22% | Reduce -0.4% | 4,675 | $350K |
| D.A. Davidson & Co. | 0.00% | Reduce -5.5% | 4,668 | $350K |
| Thrivent Financial for Lutherans | 0.00% | No change | 4,646 | $348K |
| Pine Valley Investments Ltd Liability Co | 0.02% | Add +13.9% | 4,566 | $342K |
| Keystone Wealth Services, LLC | 0.09% | No change | 4,198 | $314K |
| HighTower Advisors, LLC | 0.00% | New | 4,081 | $306K |
| Integrated Advisors Network LLC | 0.02% | Reduce -5.5% | 4,036 | $302K |
| Keybank National Association | 0.00% | New | 3,926 | $294K |
| WMG Financial Advisors, LLC | 0.12% | Reduce -9.6% | 3,659 | $274K |
| Gateway Wealth Partners, LLC | 0.06% | Add +2.4% | 3,645 | $273K |
| IHT Wealth Management, LLC | 0.01% | Add +0.2% | 3,326 | $249K |
| Financial Advocates Investment Management | 0.02% | Reduce -6.8% | 3,322 | $249K |
| Sanctuary Advisors, LLC | 0.00% | Add +15.0% | 3,224 | $241K |
| Harbour Investments, Inc. | 0.01% | Reduce -4.3% | 3,093 | $232K |
| 1776 Wealth LLC | 0.10% | Reduce -17.6% | 2,989 | $224K |
| Monterey Private Wealth, Inc. | 0.06% | No change | 2,903 | $217K |
| Mutual Advisors, LLC | 0.01% | Add +0.3% | 2,934 | $216K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -4.0% | 2,869 | $215K |
| Venture Visionary Partners LLC | 0.01% | No change | 2,800 | $210K |
| Truist Financial Corp. | 0.00% | Reduce -1.9% | 2,762 | $207K |
| Private Trust Co. NA | 0.02% | No change | 2,499 | $187K |
| Geneos Wealth Management Inc. | 0.01% | Add +9.1% | 2,251 | $169K |
| Cwm, LLC | 0.00% | No change | 2,144 | $161K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +13.9% | 2,115 | $158K |
| Founders Financial Alliance, LLC | 0.04% | No change | 2,096 | $157K |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.3% | 2,039 | $153K |
| CoreCap Advisors, LLC | 0.00% | Reduce -4.4% | 1,090 | $82K |
| MPWM Advisory Solutions, LLC | 0.04% | Reduce -9.2% | 721 | $54K |
| US Bancorp \de | 0.00% | No change | 689 | $52K |
| Lanark Financial, Inc. | 0.00% | — | 675 | $50K |
| GPS Wealth Strategies Group, LLC | 0.01% | New | 648 | $49K |
| Allworth Financial LP | 0.00% | No change | 625 | $46K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 482 | $36K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 404 | $30K |
| FMR LLC | 0.00% | Add +200.0% | 147 | $11K |
| Sunbelt Securities, Inc. | 0.00% | No change | 100 | $7K |
| Farther Finance Advisors, LLC | 0.00% | New | 17 | $1K |
"% 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.