FIRST TRUST MID CAP GROWTH FNY
$106.96
-1.8% 52w: $80.18 – $110.85
Latest 13F among current holders filed 27 days ago (Jun 8, 2026)
Price — last 12 months
research preview data80.1895.52110.85
Jun 20, 2025 Jul 2, 2026
Institutional holders
122
+2 QoQ
13F value
$369.0M
+6.2% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
calls only
$248K calls / — puts
Institutional value by quarter
Number of holders
Who owns FNY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| LPL Financial LLC | Bank broker | 814.5K | $73.7M | 0.0% | +12.1% |
| WELLS FARGO & COMPANY/MN | Bank broker | 602.1K | $54.5M | 0.0% | +3.1% |
| MORGAN STANLEY | Bank broker | 410.8K | $37.2M | 0.0% | +4.8% |
| NewEdge Advisors, LLC | Diversified mechanical | 288.7K | $26.1M | 0.1% | +3.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 203.1K | $18.4M | 0.0% | +208.9% |
| Cetera Investment Advisers | Wealth advisor | 177.0K | $16.0M | 0.0% | +91.0% |
| &PARTNERS | Diversified mechanical | 151.5K | $13.7M | 0.1% | -2.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 135.2K | $12.2M | 0.0% | +309.8% |
| UBS Group AG | Bank broker | 132.6K | $12.0M | 0.0% | -4.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 108.8K | $9.8M | 0.0% | +3.5% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 69.2K | $6.3M | 0.0% | +18.6% |
| ROYAL BANK OF CANADA | Bank broker | 50.8K | $4.6M | 0.0% | +0.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 50.0K | $4.5M | 0.0% | Held |
| Janney Montgomery Scott LLC | Diversified mechanical | 47.2K | $4.3M | 0.0% | -8.0% |
| Kingsview Wealth Management, LLC | Wealth advisor | 41.8K | $3.8M | 0.1% | -2.5% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 40.2K | $3.6M | 0.0% | -4.9% |
| Kestra Advisory Services, LLC | Wealth advisor | 38.8K | $3.5M | 0.0% | -27.5% |
| Private Advisor Group, LLC | Wealth advisor | 38.6K | $3.5M | 0.0% | -3.1% |
| Wealth Management Partners, LLC | Wealth advisor | 36.4K | $3.3M | 0.9% | +1.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 36.3K | $3.3M | 0.0% | +19.4% |
| Anderson Financial Strategies, LLC | Wealth advisor | 31.9K | $3.3M | 1.8% | New |
| KCM INVESTMENT ADVISORS LLC | Other | 35.8K | $3.2M | 0.1% | -5.2% |
| Equitable Holdings, Inc. | Wealth advisor | 25.9K | $2.4M | 0.0% | +17.4% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 23.3K | $2.1M | 0.0% | +15.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 19.9K | $1.8M | 0.0% | -14.5% |
| CRUX WEALTH ADVISORS | Wealth advisor | 19.0K | $1.7M | 0.7% | +4.8% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 18.7K | $1.7M | 0.0% | -33.2% |
| Sylvest Advisors, LLC | Wealth advisor | 18.8K | $1.7M | 0.9% | +1.3% |
| Empirical Asset Management, LLC | Wealth advisor | 17.9K | $1.6M | 0.4% | -5.5% |
| MTM Investment Management, LLC | Other | 17.6K | $1.6M | 0.5% | -0.5% |
| D.A. DAVIDSON & CO. | Wealth advisor | 16.9K | $1.5M | 0.0% | +271.1% |
| Worthington Financial Partners, LLC | Other | 16.9K | $1.5M | 1.3% | +3.1% |
| BARNES PETTEY FINANCIAL ADVISORS, LLC | Wealth advisor | 14.2K | $1.3M | 0.6% | New |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 11.6K | $1.0M | 0.0% | New |
| AssuredPartners Investment Advisors, LLC | Wealth advisor | 11.2K | $1.0M | 0.1% | Held |
| FIFTH THIRD BANCORP | Diversified mechanical | 11.4K | $1.0M | 0.0% | New |
| Stratos Wealth Partners, LTD. | Wealth advisor | 10.5K | $950K | 0.0% | +77.3% |
| GTS SECURITIES LLC | Market maker | 9.8K | $887K | 0.0% | -20.0% |
| PCG Wealth Advisors, LLC | Wealth advisor | 9.1K | $820K | 0.2% | -5.6% |
| IFP Advisors, Inc | Wealth advisor | 8.8K | $795K | 0.0% | -1.7% |
| GREAT VALLEY ADVISOR GROUP, INC. | Wealth advisor | 8.3K | $755K | 0.0% | -1.6% |
| Baird Financial Group, Inc. | Diversified mechanical | 8.2K | $738K | 0.0% | +1.9% |
| World Investment Advisors | Wealth advisor | 7.8K | $709K | 0.0% | Held |
| Dominguez Wealth Management Solutions, Inc. | Wealth advisor | 7.6K | $684K | 0.4% | -2.9% |
| FOUNDERS FINANCIAL SECURITIES LLC | Wealth advisor | 6.9K | $663K | 0.0% | +8.4% |
| Purus Wealth Management, LLC | Other | 7.2K | $656K | 0.2% | -0.3% |
| Stonebridge Financial Planning Group, LLC | Wealth advisor | 7.2K | $648K | 0.2% | -5.3% |
| ARS Wealth Advisors Group, LLC | Other | 7.0K | $637K | 0.1% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 6.9K | $622K | 0.0% | -9.5% |
| Gateway Wealth Partners, LLC | Wealth advisor | 6.9K | $620K | 0.0% | +107.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.