FNK

First Trust Mid Cap Value

+$4.3M

Net Activity

Institutions Holding

58

Popularity Rank

#5622

Avg Weight

0.16%

Total Value

$146.7M

Ownership Trend

58 institutions currently hold FNK, with 31 net buyers and 19 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Majority Increased

Based on recent trading activity

Net Selling Institutions

19

Net Buying Institutions

31

Key Holders

Key Holders

Top 5 by Value

TI
Total Investment Management INC
$76.6M
WF
Wells Fargo & Company/mn
$14.8M
MS
Morgan Stanley
$13.4M
LF
LPL Financial LLC
$7.9M
CI
Cetera Investment Advisers
$6.0M

Top 5 by Conviction

TI
Total Investment Management INC
8.93%
AW
ARS Wealth Advisors Group, LLC
0.06%
KW
Kingsview Wealth Management, LLC
0.05%
TC
Triumph Capital Management
0.04%
FF
Founders Financial Alliance, LLC
0.03%
View all 58 holding institutions

Quarterly Activity

Recent Activity

+$131.9M

Total Buy Value

$31.8M

Total Sell Value

New buy11
Trim15
Add20
Sold out4

31

Net Buyers

19

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding FIRST TRUST MID CAP VALUE (FNK)?
Major stakeholders currently include Total Investment Management INC ($76.6M), Wells Fargo & Company/mn ($14.8M), Morgan Stanley ($13.4M). Based on the latest 13F filings, there are a total of 58 tracked investment funds and institutions maintaining positions in FNK.
What is the overall institutional sentiment toward FNK recently?
Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $4.3M, driven by 31 managers accumulating shares while 19 reduced their exposure.
Which institutions have been selling or reducing their FNK positions?
In the latest period, 15 funds trimmed their holdings, and 4 managers completely exited their positions. The aggregate reported sell value was $31.8M.
Are there any notable investors adding FNK to their portfolios?
Yes, buying activity remains notable. 11 institutions opened new positions in {ticker}, and 20 existing holders added to their shares. The total reported buy value for the quarter amounted to $131.9M.

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