First Trust Mid Cap GrowthFNYETF

13F holders, Q4 2025 (December 31)
120holders +13
13new positions
7sold out
1famous investor
$91.23avg. 13F price*

At the end of Q4 2025, 120 institutions reported holding First Trust Mid Cap Growth (FNY) in their 13F filings, up 13 from Q3 2025. 13 opened new positions and 7 sold out. The largest holders were LPL Financial LLC ($66.3M), Wells Fargo & Company ($53.3M) and Morgan Stanley ($35.7M). 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

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions13$5.5M
Exits7$4.6M

All 13F filers, Q3 2025 → Q4 2025: 355,512 shares bought and 200,356 shares sold, net +155,156 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 120 holders

LPL Financial LLC 0.02% Add +11.7% 726,753 $66.3M
Wells Fargo & Company 0.01% Add +3.9% 584,020 $53.3M
Morgan Stanley 0.00% Reduce -2.0% 391,891 $35.7M
NewEdge Advisors, LLC 0.09% Add +7.7% 279,644 $25.5M
&partners 0.07% Add +1.8% 155,868 $14.2M
UBS Group AG 0.00% Reduce -3.1% 138,605 $12.6M
Envestnet Asset Management Inc. 0.00% Reduce -8.2% 105,133 $9.6M
Cetera Investment Advisers 0.01% Add +21.0% 92,688 $8.5M
Raymond James Financial Inc. 0.00% Reduce -32.4% 65,757 $6.0M
First Trust Advisors LP 0.00% Reduce -1.3% 59,533 $5.4M
Osaic Holdings, Inc. 0.01% Add +24.3% 58,375 $5.3M
IHT Wealth Management, LLC 0.12% Add +1876.0% 55,783 $5.1M
Kestra Advisory Services, LLC 0.02% Add +66.0% 53,492 $4.9M
Janney Montgomery Scott LLC 0.01% Reduce -0.5% 51,324 $4.7M
Royal Bank of Canada 0.00% Add +48.3% 50,371 $4.6M
Goldman Sachs Group Inc. 0.00% No change 50,000 $4.6M
Kingsview Wealth Management, LLC 0.06% Reduce -37.6% 42,871 $3.9M
Benjamin Edwards Inc. 0.04% Reduce -31.0% 42,823 $3.9M
Northwestern Mutual Wealth Management Co. 0.00% Add +9.8% 42,282 $3.9M
Private Advisor Group, LLC 0.02% Reduce -1.4% 39,853 $3.6M
KCM Investment Advisors LLC 0.11% Reduce -2.3% 37,766 $3.4M
Wealth Management Partners, LLC 0.94% Reduce -1.0% 35,966 $3.3M
Cambridge Investment Research Advisors, Inc. 0.01% Add +1.2% 32,991 $3.0M
Steward Partners Investment Advisory, LLC 0.02% Add +1494.8% 30,380 $2.8M
Wealth Enhancement Advisory Services, LLC 0.00% Add +2.5% 28,000 $2.7M
Commonwealth Equity Services, LLC 0.00% Reduce -1.4% 23,318 $2.1M
Global Retirement Partners, LLC 0.04% Reduce -0.9% 22,322 $2.0M
Equitable Holdings, Inc. 0.01% Add +6.0% 22,026 $2.0M
Citadel Advisors 0.00% New 21,279 $1.9M
Jones Financial Companies LLLP 0.00% Add +2.8% 20,230 $1.8M
Empirical Asset Management, LLC 0.49% Add +64.6% 18,995 $1.7M
Sylvest Advisors, LLC 0.90% Add +6.5% 18,547 $1.7M
Crux Wealth Advisors 0.62% New 18,131 $1.7M
MTM Investment Management, LLC 0.51% Reduce -0.5% 17,681 $1.6M
Worthington Financial Partners, LLC 1.32% — 16,368 $1.5M
Stifel Financial Corp. 0.00% Reduce -30.7% 15,458 $1.4M
Pursuit Wealth Management LLC 1.16% — 14,856 $1.4M
Transamerica Financial Advisors, LLC 0.11% Reduce -3.8% 13,958 $1.3M
G&S Capital LLC 0.40% Reduce -4.3% 12,303 $1.1M
GTS Securities LLC 0.04% No change 12,252 $1.1M
Comerica Bank 0.00% Add +5.3% 11,352 $1.0M
AssuredPartners Investment Advisors, LLC 0.15% No change 11,245 $1.0M
PCG Wealth Advisors, LLC 0.25% Add +0.9% 9,603 $876K
IFP Advisors, Inc 0.02% Add +0.3% 8,942 $815K
Great Valley Advisor Group, Inc. 0.01% No change 8,481 $773K
Baird Financial Group, Inc. 0.00% Add +2.9% 8,002 $730K
World Investment Advisors 0.01% No change 7,830 $714K
Dominguez Wealth Management Solutions, Inc. 0.43% Reduce -1.9% 7,782 $710K
MML Investors Services, LLC 0.00% Reduce -10.0% 7,600 $693K
Stonebridge Financial Planning Group, LLC 0.25% Add +2.9% 7,566 $690K
Purus Wealth Management, LLC 0.21% Reduce -0.3% 7,270 $663K
ARS Wealth Advisors Group, LLC 0.06% Reduce -13.0% 7,040 $642K
Mutual Advisors, LLC 0.01% Add +144.4% 6,920 $631K
Transcend Capital Advisors, LLC 0.05% Reduce -10.8% 6,890 $628K
Sigma Planning Corp 0.02% Add +3.7% 6,441 $587K
Founders Financial Securities LLC 0.03% New 6,379 $582K
Creative Planning 0.00% No change 6,245 $570K
Stratos Wealth Partners, LTD. 0.01% Reduce -34.8% 5,918 $540K
Mariner, LLC 0.00% Reduce -2.4% 5,774 $527K
US Bancorp \de 0.00% Add +725.7% 5,689 $519K
Rockefeller Capital Management L.P. 0.00% Add +33.0% 5,681 $518K
Susquehanna International Group, LLP 0.00% Reduce -84.4% 5,666 $517K
Cornerstone Wealth Management, LLC 0.03% Reduce -2.5% 5,665 $517K
Pine Valley Investments Ltd Liability Co 0.02% Add +4.3% 5,370 $490K
Sanctuary Advisors, LLC 0.00% Reduce -3.3% 5,361 $489K
Pinnacle Financial Partners, Inc. 0.00% — 5,345 $488K
Geneos Wealth Management Inc. 0.01% Add +11.8% 5,238 $478K
Element Wealth, LLC 0.19% Reduce -0.3% 5,104 $465K
Thrivent Financial for Lutherans 0.00% No change 4,646 $424K
BostonPremier Wealth LLC 0.22% Reduce -0.2% 4,637 $423K
D.A. Davidson & Co. 0.00% Add +1.0% 4,551 $415K
New Wave Wealth Advisors LLC 0.15% Reduce -11.4% 4,488 $409K
Clear Point Advisors Inc. 0.31% Reduce -10.1% 4,438 $405K
Keystone Wealth Services, LLC 0.08% No change 4,198 $383K
Keybank National Association 0.00% No change 3,926 $358K
Gateway Wealth Partners, LLC 0.03% Reduce -0.6% 3,310 $302K
PFG Investments, LLC 0.01% New 3,205 $292K
Sound Income Strategies, LLC 0.01% New 2,950 $290K
Harbour Investments, Inc. 0.01% Reduce -0.1% 3,099 $283K
TKG Advisors, LLC 0.11% Reduce -6.7% 3,044 $278K
Quadrant Capital Group LLC 0.01% New 3,000 $274K
Proactive Wealth Strategies LLC 0.11% New 2,947 $269K
Carlson Financial, Inc. 0.15% — 2,922 $266K
Richmond Investment Services, LLC 0.04% No change 2,806 $256K
Venture Visionary Partners LLC 0.01% No change 2,800 $255K
Truist Financial Corp. 0.00% Reduce -7.9% 2,783 $254K
Ashton Thomas Private Wealth, LLC 0.01% Add +4.2% 2,729 $249K
J.W. Cole Advisors, Inc. 0.01% No change 2,970 $242K
1776 Wealth LLC 0.09% No change 2,642 $241K
Oppenheimer & Co. Inc. 0.00% No change 2,602 $237K
Private Trust Co. NA 0.02% No change 2,499 $228K
Koshinski Asset Management, Inc. 0.01% Reduce -4.3% 2,240 $204K
JPMorgan Chase & Co. 0.00% Reduce -8.8% 2,076 $189K
Cwm, LLC 0.00% Reduce -26.5% 1,576 $144K
BlackRock, Inc. 0.00% New 1,200 $109K
MPWM Advisory Solutions, LLC 0.05% Add +1.0% 1,054 $96K
CoreCap Advisors, LLC 0.00% Reduce -15.7% 915 $83K
GPS Wealth Strategies Group, LLC 0.05% No change 648 $59K
MidFirst Bank 0.00% — 573 $52K
Allworth Financial LP 0.00% No change 560 $51K

"% 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.

Show all 120 holders