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First Trust Mid Cap Core ALP (FNX)

CUSIP: 33735B108 | NYSE | 540 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Prospera Financial Services Inc99,422
0.2% of portfolio›$14.0M
Kestra Advisory Services, LLC77,844
0.0% of portfolio›$10.5M
Perryman Financial Advisory Inc71,413
1.2% of portfolio›$9.6M
B. Riley Wealth Advisors, Inc.71,053
0.4% of portfolio›$9.6M
Commonwealth Equity Services, LLC70,577
0.0% of portfolio›$9.5M
Chicago Partners Investment Group LLC59,267
0.2% of portfolio›$8.2M
Kestra Private Wealth Services, LLC46,741
0.1% of portfolio›$6.3M
D.A. Davidson & Co.43,430
0.0% of portfolio›$5.9M
Cambridge Investment Research Advisors, Inc.33,763
0.0% of portfolio›$4.6M
FSM Wealth Advisors, LLC21,820
0.3% of portfolio›$3.0M
Solutions 4 Wealth, Ltd21,779
3.5% of portfolio›$2.9M
Truist Financial Corp18,669
0.0% of portfolio›$2.5M
Perigon Wealth Management, LLC16,917
0.0% of portfolio›$2.3M
Wealth Enhancement Advisory Services, LLC16,665
0.0% of portfolio›$2.3M
Purus Wealth Management, LLC15,535
0.6% of portfolio›$2.1M
Oppenheimer & Co Inc14,910
0.0% of portfolio›$2.0M
Kaydan Wealth Management, Inc.12,186
0.6% of portfolio›$1.6M
Citizens Financial Group Inc11,795
0.0% of portfolio›$1.6M
Creative Planning10,948
0.0% of portfolio›$1.5M
Triumph Capital Management10,267
0.2% of portfolio›$1.4M
LVZ, Inc.9,701
0.1% of portfolio›$1.3M
Park National Corp9,224
0.0% of portfolio›$1.2M
Dhjj Financial Advisors, Ltd.9,005
0.3% of portfolio›$1.2M
Sterling Investment Advisors, Ltd.8,385
0.2% of portfolio›$1.1M
Keystone Wealth Services, LLC7,943
0.2% of portfolio›$1.1M
XML Financial, LLC7,836
0.1% of portfolio›$1.1M
United Advisor Group, LLC7,173
0.1% of portfolio›$967.6K
Southland Equity Partners LLC6,666
0.2% of portfolio›$899.2K
Catalyst Investment Management LLC6,649
0.8% of portfolio›$896.9K
Bensler, LLC5,852
0.1% of portfolio›$789.3K
Three Seasons Wealth, LLC4,736
0.1% of portfolio›$638.8K
Higgins & Schmidt Wealth Strategies LLC4,433
0.2% of portfolio›$598.0K
RiverTree Advisors, LLC4,007
0.3% of portfolio›$540.5K
KPP Advisory Services LLC3,463
0.1% of portfolio›$467.2K
Hilton Head Capital Partners, LLC3,357
0.2% of portfolio›$452.8K
Sigma Planning Corp3,338
0.0% of portfolio›$450.3K
Farther Finance Advisors, LLC3,300
0.0% of portfolio›$445.1K
National Wealth Management Group, LLC3,194
0.1% of portfolio›$430.8K
Morey & Quinn Wealth Partners, LLC3,120
0.3% of portfolio›$420.9K
Tcfg Investment Advisors, LLC3,022
0.1% of portfolio›$407.6K
Blue Bell Private Wealth Management, LLC2,900
0.0% of portfolio›$391.2K
Park Edge Advisors, LLC2,812
0.1% of portfolio›$379.3K
Private Trust Co NA2,788
0.0% of portfolio›$376.1K
Quantum Private Wealth, LLC2,741
0.1% of portfolio›$369.7K
Apollon Wealth Management, LLC2,571
0.0% of portfolio›$346.8K
Truefg, LLC2,482
0.1% of portfolio›$334.8K
Rubicon Advisors, GP2,378
0.2% of portfolio›$320.8K
Wedbush Securities Inc2,294
0.0% of portfolio›$309.0K
Intrua Financial, LLC2,172
0.0% of portfolio›$293.0K
Kingswood Wealth Advisors, LLC2,104
0.0% of portfolio›$283.8K
Independent Wealth Network Inc.2,082
0.1% of portfolio›$280.8K
Boyce & Associates Wealth Consulting, Inc.2,036
0.2% of portfolio›$274.7K
RM Financial Services, LLC2,000
0.2% of portfolio›$269.8K
Independent Financial Group, LLC1,991
0.0% of portfolio›$268.6K
Krilogy Financial LLC1,978
0.0% of portfolio›$270.7K
BKM Wealth Management, LLC1,969
0.1% of portfolio›$265.6K
Richmond Investment Services, LLC1,910
0.1% of portfolio›$257.6K
StoneX Group Inc.1,905
0.0% of portfolio›$260.4K
Crescent Grove Advisors, LLC1,867
0.0% of portfolio›$251.8K
Titleist Asset Management, LLC1,799
0.0% of portfolio›$242.7K
Farrell Financial LLC1,788
0.1% of portfolio›$241.2K
Elevation Point Wealth Partners, LLC1,780
0.0% of portfolio›$240.1K
Trueblood Wealth Management, LLC1,777
0.1% of portfolio›$239.6K
American Institute for Advanced Investment Management, LLP1,755
0.1% of portfolio›$236.7K
Pinnacle Wealth Planning Services, Inc.1,678
0.0% of portfolio›$226.3K
Strategy Asset Managers LLC1,608
0.0% of portfolio›$216.9K
ZWJ Investment Counsel Inc1,576
0.0% of portfolio›$212.6K
Signature Estate & Investment Advisors LLC1,520
0.0% of portfolio›$205.0K
Gamma Investing LLC1,471
0.0% of portfolio›$198.4K
IFP Advisors, Inc1,198
0.0% of portfolio›$161.6K
Assetmark, Inc1,058
0.0% of portfolio›$142.7K
Compass Financial Management LLC1,027
0.0% of portfolio›$138.6K
Parallel Advisors, LLC745
0.0% of portfolio›$100.5K
City Holding Co725
0.0% of portfolio›$97.8K
Thurston, Springer, Miller, Herd & Titak, Inc.721
0.2% of portfolio›$97.3K
Lanark Financial, Inc.658
0.0% of portfolio›$88.8K
Trust Co of Vermont400
0.0% of portfolio›$54.0K
Golden State Wealth Management, LLC305
0.0% of portfolio›$41.2K
Key FInancial Inc289
0.0% of portfolio›$39.0K
MTM Investment Management, LLC243
0.0% of portfolio›$32.8K
Ascentis Independent Advisors242
0.0% of portfolio›$32.6K
Mather Group, Llc.199
0.0% of portfolio›$26.8K
Financial Consulate, Inc185
0.0% of portfolio›$25.0K
Nova Financial LLC170
0.0% of portfolio›$22.9K
Mcdonald Partners LLC150
0.0% of portfolio›$20.2K
CoreCap Advisors, LLC136
0.0% of portfolio›$18.3K
Trifecta Capital Advisors, LLC134
0.0% of portfolio›$18.1K
Financial Perspectives, Inc130
0.0% of portfolio›$17.5K
Kozak & Associates, Inc.95
0.0% of portfolio›$13.3K
Salomon & Ludwin, LLC90
0.0% of portfolio›$12.1K
Pinnacle Bancorp, Inc.90
0.0% of portfolio›$12.1K
SJS Investment Consulting Inc.87
0.0% of portfolio›$11.7K
Quest 10 Wealth Builders, Inc.75
0.0% of portfolio›$10.1K
Nemes Rush Group LLC41
0.0% of portfolio›$5.5K
Kingdom Financial Group Llc.15
0.0% of portfolio›$2.1K
EverSource Wealth Advisors, LLC12
0.0% of portfolio›$1.6K
StyleTurnoverLocationFiled
Prospera Financial Services Inc
99,422$14.0M0.2%CoreMediumDallas, TX2026-11-04
Kestra Advisory Services, LLC
77,844$10.5M0.0%CoreLowAustin, TX2026-11-02
Perryman Financial Advisory Inc
71,413$9.6M1.2%GrowthVery LowDallas, TX2026-10-16
B. Riley Wealth Advisors, Inc.
71,053$9.6M0.4%GrowthLowMemphis, TN2026-10-13
Commonwealth Equity Services, LLC
70,577$9.5M0.0%ETFLowWaltham, MA2026-11-02
Chicago Partners Investment Group LLC
59,267$8.2M0.2%GARPLowChicago, IL2026-10-27
Kestra Private Wealth Services, LLC
46,741$6.3M0.1%GrowthLowAustin, TX2026-10-30
D.A. Davidson & Co.
43,430$5.9M0.0%CoreLowGreat Falls, MT2026-10-28
Cambridge Investment Research Advisors, Inc.
33,763$4.6M0.0%ETFLowFairfield, IA2026-11-02
FSM Wealth Advisors, LLC
21,820$3.0M0.3%ETFLowCleveland, OH2026-10-27
Solutions 4 Wealth, Ltd
21,779$2.9M3.5%ETFMediumSouthlake, TX2026-11-03
Truist Financial Corp
18,669$2.5M0.0%CoreLowCharlotte, NC2026-10-30
Perigon Wealth Management, LLC
16,917$2.3M0.0%GrowthLowSan Francisco, CA2026-10-22
Wealth Enhancement Advisory Services, LLC
16,665$2.3M0.0%CoreLowPlymouth, MN2026-10-13
Purus Wealth Management, LLC
15,535$2.1M0.6%Agg GrowthVery LowNewport Beach, CA2026-10-15
Oppenheimer & Co Inc
14,910$2.0M0.0%CoreLowNew York, NY2026-10-26
Kaydan Wealth Management, Inc.
12,186$1.6M0.6%ETFMediumFenton, MI2026-10-08
Citizens Financial Group Inc
11,795$1.6M0.0%GrowthLowProvidence, RI2026-10-23
Creative Planning
10,948$1.5M0.0%IndexVery LowOverland Park, KS2026-11-02
Triumph Capital Management
10,267$1.4M0.2%ETFMediumDenver, CO2026-10-14
LVZ, Inc.
9,701$1.3M0.1%ETFLowHolland, MI2026-10-20
Park National Corp
9,224$1.2M0.0%CoreLowNewark, OH2026-10-05
Dhjj Financial Advisors, Ltd.
9,005$1.2M0.3%ETFVery LowNaperville, IL2026-10-23
Sterling Investment Advisors, Ltd.
8,385$1.1M0.2%GrowthLowBerwyn, PA2026-10-27
Keystone Wealth Services, LLC
7,943$1.1M0.2%ETFHighPalm Desert, CA2026-11-03
XML Financial, LLC
7,836$1.1M0.1%ETFLowBethesda, MD2026-10-29
United Advisor Group, LLC
7,173$967.6K0.1%ETFLowCincinnati, OH2026-11-03
Southland Equity Partners LLC
6,666$899.2K0.2%ETFLowWildwood, MO2026-10-14
Catalyst Investment Management LLC
6,649$896.9K0.8%ETFMediumWindham, NH2026-10-21
Bensler, LLC
5,852$789.3K0.1%MomentumMediumBellevue, WA2026-11-05
Three Seasons Wealth, LLC
4,736$638.8K0.1%GrowthMediumSalt Lake City, UT2026-11-03
Higgins & Schmidt Wealth Strategies LLC
4,433$598.0K0.2%ETFLowDenver, CO2026-10-26
RiverTree Advisors, LLC
4,007$540.5K0.3%ETFMediumWinter Park, FL2026-10-13
KPP Advisory Services LLC
3,463$467.2K0.1%GrowthMediumLouisville, KY2026-10-26
Hilton Head Capital Partners, LLC
3,357$452.8K0.2%CoreMediumHilton Head Island, SC2026-10-23
Sigma Planning Corp
3,338$450.3K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Farther Finance Advisors, LLC
3,300$445.1K0.0%IndexLowSan Francisco, CA2026-10-08
National Wealth Management Group, LLC
3,194$430.8K0.1%ETFMediumCincinnati, OH2026-10-26
Morey & Quinn Wealth Partners, LLC
3,120$420.9K0.3%CoreVery LowOmaha, NE2026-10-28
Tcfg Investment Advisors, LLC
3,022$407.6K0.1%GrowthMediumLaguna Niguel, CA2026-10-20
Blue Bell Private Wealth Management, LLC
2,900$391.2K0.0%YieldVery LowBlue Bell, PA2026-10-29
Park Edge Advisors, LLC
2,812$379.3K0.1%CoreMediumCleveland, OH2026-10-28
Private Trust Co NA
2,788$376.1K0.0%CoreLowCleveland, OH2026-10-20
Quantum Private Wealth, LLC
2,741$369.7K0.1%GrowthLowTampa, FL2026-10-20
Apollon Wealth Management, LLC
2,571$346.8K0.0%GrowthLowMount Pleasant, SC2026-10-23
Truefg, LLC
2,482$334.8K0.1%ETFVery LowCedar Park, TX2026-10-15
Rubicon Advisors, GP
2,378$320.8K0.2%GrowthMediumRedding, CA2026-10-23
Wedbush Securities Inc
2,294$309.0K0.0%CoreLowPasadena, CA2026-10-22
Intrua Financial, LLC
2,172$293.0K0.0%ETFMediumHouston, TX2026-10-28
Kingswood Wealth Advisors, LLC
2,104$283.8K0.0%GrowthLowSan Diego, CA2026-10-23
Independent Wealth Network Inc.
2,082$280.8K0.1%ETFMediumUrbandale, IA2026-10-19
Boyce & Associates Wealth Consulting, Inc.
2,036$274.7K0.2%ETFMediumCedar Park, TX2026-10-14
RM Financial Services, LLC
2,000$269.8K0.2%ETFVery LowFalmouth, ME2026-11-03
Independent Financial Group, LLC
1,991$268.6K0.0%GrowthLowSan Diego, CA2026-10-13
Krilogy Financial LLC
1,978$270.7K0.0%GrowthLowSt. Louis, MO2026-10-13
BKM Wealth Management, LLC
1,969$265.6K0.1%GrowthLowBrookfield, WI2026-10-22
Richmond Investment Services, LLC
1,910$257.6K0.1%ETFLowMequon, WI2026-10-29
StoneX Group Inc.
1,905$260.4K0.0%ETFMediumNew York, NY2026-11-03
Crescent Grove Advisors, LLC
1,867$251.8K0.0%ETFLowLake Forest, IL2026-10-21
Titleist Asset Management, LLC
1,799$242.7K0.0%ETFLowSan Antonio, TX2026-10-08
Farrell Financial LLC
1,788$241.2K0.1%ETFVery LowOrchard Park, NY2026-10-16
Elevation Point Wealth Partners, LLC
1,780$240.1K0.0%CoreHighDenver, CO2026-11-05
Trueblood Wealth Management, LLC
1,777$239.6K0.1%CoreLowLima, OH2026-10-23
American Institute for Advanced Investment Management, LLP
1,755$236.7K0.1%ETFLowScottsdale, AZ2026-11-03
Pinnacle Wealth Planning Services, Inc.
1,678$226.3K0.0%GARPLowMansfield, OH2026-10-27
Strategy Asset Managers LLC
1,608$216.9K0.0%CoreLowPasadena, CA2026-10-14
ZWJ Investment Counsel Inc
1,576$212.6K0.0%CoreLowAtlanta, GA2026-10-15
Signature Estate & Investment Advisors LLC
1,520$205.0K0.0%ETFMediumLos Angeles, CA2026-10-13
Gamma Investing LLC
1,471$198.4K0.0%IndexVery LowFoster City, CA2026-10-08
IFP Advisors, Inc
1,198$161.6K0.0%GrowthLowTampa, FL2026-10-16
Assetmark, Inc
1,058$142.7K0.0%ETFLowConcord, CA2026-10-21
Compass Financial Management LLC
1,027$138.6K0.0%CoreN/ATampa, FL2026-10-30
Parallel Advisors, LLC
745$100.5K0.0%IndexLowSan Francisco, CA2026-11-03
City Holding Co
725$97.8K0.0%CoreLowCharleston, WV2026-10-19
Thurston, Springer, Miller, Herd & Titak, Inc.
721$97.3K0.2%GrowthMediumIndianapolis, IN2026-10-14
Lanark Financial, Inc.
658$88.8K0.0%CoreMediumBirmingham, AL2026-10-26
Trust Co of Vermont
400$54.0K0.0%CoreVery LowBrattleboro, VT2026-10-21
Golden State Wealth Management, LLC
305$41.2K0.0%ETFMediumSanta Ana, CA2026-11-02
Key FInancial Inc
289$39.0K0.0%ETFLowWest Chester, PA2026-11-02
MTM Investment Management, LLC
243$32.8K0.0%CoreVery LowSpartanburg, SC2026-10-30
Ascentis Independent Advisors
242$32.6K0.0%ETFLowDallas, TX2026-11-03
Mather Group, Llc.
199$26.8K0.0%ETFMediumChicago, IL2026-10-14
Financial Consulate, Inc
185$25.0K0.0%ETFLowHunt Valley, MD2026-10-23
Nova Financial LLC
170$22.9K0.0%N/AN/ATucson, AZ2026-11-04
Mcdonald Partners LLC
150$20.2K0.0%CoreLowCleveland, OH2026-11-03
CoreCap Advisors, LLC
136$18.3K0.0%ETFMediumSouthfield, MI2026-10-08
Trifecta Capital Advisors, LLC
134$18.1K0.0%Agg GrowthVery LowNorthbrook, IL2026-10-21
Financial Perspectives, Inc
130$17.5K0.0%GrowthVery LowMinneapolis, MN2026-11-03
Kozak & Associates, Inc.
95$13.3K0.0%ETFLowHighlands Ranch, CO2026-10-29
Salomon & Ludwin, LLC
90$12.1K0.0%ETFVery LowRichmond, VA2026-10-29
Pinnacle Bancorp, Inc.
90$12.1K0.0%CoreVery LowBeatrice, NE2026-10-21
SJS Investment Consulting Inc.
87$11.7K0.0%ETFVery LowSylvania, OH2026-10-26
Quest 10 Wealth Builders, Inc.
75$10.1K0.0%ETFLowFuquay-Varina, VA2026-11-02
Nemes Rush Group LLC
41$5.5K0.0%CoreVery LowNovi, MI2026-11-04
Kingdom Financial Group Llc.
15$2.1K0.0%ETFMediumPeoria, AZ2026-11-04
EverSource Wealth Advisors, LLC
12$1.6K0.0%CoreMediumBirmingham, AL2026-11-04