First Trust Mid Cap Value (FNK)

CUSIP: 33737M201 | NYSE | 207 institutional holders

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Institutional Holders — Q3 2026

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Total Investment Management Inc1,250,832

7.2% of portfolio$73.9M

Cambridge Investment Research Advisors, Inc.16,718

0.0% of portfolio$987.0K

Commonwealth Equity Services, LLC14,243

0.0% of portfolio$841.2K

ARS Wealth Advisors Group, LLC11,493

0.0% of portfolio$678.8K

Kestra Advisory Services, LLC10,661

0.0% of portfolio$629.6K

Ashton Thomas Private Wealth, LLC4,763

0.0% of portfolio$281.3K

Advisor OS, LLC4,475

0.0% of portfolio$264.3K

Sigma Planning Corp4,110

0.0% of portfolio$242.7K

Daymark Wealth Partners, LLC3,809

0.0% of portfolio$224.9K

Dynamic Advisor Solutions LLC3,666

0.0% of portfolio$216.5K

Triumph Capital Management3,488

0.0% of portfolio$206.0K

RFG Advisory, LLC3,456

0.0% of portfolio$204.1K

Gamma Investing LLC1,816

0.0% of portfolio$107.3K

Farther Finance Advisors, LLC1,726

0.0% of portfolio$101.9K

Assetmark, Inc317

0.0% of portfolio$18.7K

LFA - Lugano Financial Advisors SA300

0.0% of portfolio$17.7K

Parallel Advisors, LLC100

0.0% of portfolio$5.9K

Quest 10 Wealth Builders, Inc.50

0.0% of portfolio$3.0K

0.0% of portfolio$59

				Style	Turnover	Location	Filed
Total Investment Management Inc	1,250,832	$73.9M	7.2%	ETF	Low	Scottsdale, AZ	2026-10-22
Cambridge Investment Research Advisors, Inc.	16,718	$987.0K	0.0%	ETF	Low	Fairfield, IA	2026-11-02
Commonwealth Equity Services, LLC	14,243	$841.2K	0.0%	ETF	Low	Waltham, MA	2026-11-02
ARS Wealth Advisors Group, LLC	11,493	$678.8K	0.0%	Core	Low	St. Petersburg, FL	2026-10-16
Kestra Advisory Services, LLC	10,661	$629.6K	0.0%	Core	Low	Austin, TX	2026-11-02
Ashton Thomas Private Wealth, LLC	4,763	$281.3K	0.0%	Core	Medium	Scottsdale, AZ	2026-11-03
Advisor OS, LLC	4,475	$264.3K	0.0%	ETF	Medium	Chicago, IL	2026-11-03
Sigma Planning Corp	4,110	$242.7K	0.0%	Growth	Medium	Ann Arbor, MI	2026-10-23
Daymark Wealth Partners, LLC	3,809	$224.9K	0.0%	Core	Low	Cincinnati, OH	2026-11-04
Dynamic Advisor Solutions LLC	3,666	$216.5K	0.0%	ETF	Low	Phoenix, AZ	2026-10-13
Triumph Capital Management	3,488	$206.0K	0.0%	ETF	Medium	Denver, CO	2026-10-14
RFG Advisory, LLC	3,456	$204.1K	0.0%	ETF	Medium	Birmingham, AL	2026-11-03
Gamma Investing LLC	1,816	$107.3K	0.0%	Index	Very Low	Foster City, CA	2026-10-08
Farther Finance Advisors, LLC	1,726	$101.9K	0.0%	Index	Low	San Francisco, CA	2026-10-08
Assetmark, Inc	317	$18.7K	0.0%	ETF	Low	Concord, CA	2026-10-21
LFA - Lugano Financial Advisors SA	300	$17.7K	0.0%	ETF	Low	Lugano, Switzerland	2026-11-03
Parallel Advisors, LLC	100	$5.9K	0.0%	Index	Low	San Francisco, CA	2026-11-03
Quest 10 Wealth Builders, Inc.	50	$3.0K	0.0%	ETF	Low	Fuquay-Varina, VA	2026-11-02
Citigroup Inc	1	$59	0.0%	Core	Medium	New York, NY	2026-11-04