FNK

First Trust Mid Cap ValueETF$64.20 0.41%
UnclassifiedUSCUSIP 33737M201· EOD Aug 7, 2026◍ Confluence graph
Tracked 13F Holders
54
-35 QoQ
13F Value (tracked)
$150.1M
13F Moves · latest Q
11 added
2 trimmed
Recent Filings
0

Price & smart-money activity

$64.20 0.41%5Y +41.0%
$36.08$43.63$51.18$58.73$66.282021202220232024202520264845856772541145959485868877889766851012434
Hover for who · click for detailEnd-of-day closing prices52w $51.98 – $64.73

Who owns FNK?

54 tracked 13F filers

54 tracked 13F filers disclose a position in FNK as of the latest SEC 13F filings, a combined $150.1M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundPosition valueSharesLast moveAs ofHistory
1TOTAL INVESTMENT MANAGEMENT INC
$80.9M
1.3M
−4.9%
Reduced · −66K sh
Q2 2026
2WELLS FARGO & COMPANY/MN
$14.8M
259K
+9.4%
Added · +22K sh
Q1 2026
3MORGAN STANLEY
$13.4M
236K
−0.2%
Reduced · −447 sh
Q1 2026
4LPL Financial LLC
$7.9M
138K
+4.0%
Added · +5K sh
Q1 2026
5Cetera Investment Advisers
$6.0M
106K
+17%
Added · +16K sh
Q1 2026
6Kingsview Wealth Management, LLC
$3.6M
63K
−5.0%
Reduced · −3K sh
Q1 2026
7RAYMOND JAMES FINANCIAL INC
$3.4M
59K
+9.8%
Added · +5K sh
Q1 2026
8UBS Group AG
$2.9M
51K
−1.1%
Reduced · −574 sh
Q1 2026
9OSAIC HOLDINGS, INC.
$2.9M
50K
−1.6%
Reduced · −836 sh
Q1 2026
10JONES FINANCIAL COMPANIES LLLP
$2.1M
37K
+0.9%
Added · +351 sh
Q1 2026
11SUSQUEHANNA INTERNATIONAL GROUP, LLP
$1.6M
28K
−6.8%
Reduced · −2K sh
Q1 2026
12ROYAL BANK OF CANADA
$1.3M
23K
−0.2%
Reduced · −52 sh
Q1 2026
13Equitable Holdings, Inc.
$1.2M
21K
+6.4%
Added · +1K sh
Q1 2026
14COMMONWEALTH EQUITY SERVICES, LLC
$937K
16K
+1.6%
Added · +259 sh
Q1 2026
15Keel Point, LLC
$676K
12K
+0.8%
Added · +90 sh
Q1 2026
16Stratos Wealth Partners, LTD.
$597K
10K
−39%
Reduced · −7K sh
Q1 2026
17Kestra Advisory Services, LLC
$574K
9K
−9.3%
Reduced · −966 sh
Q2 2026
18Private Advisor Group, LLC
$507K
8K
+0.2%
Added · +17 sh
Q2 2026
19CITADEL ADVISORS LLC
$377K
7K
New
+7K sh
Q1 2026
20&PARTNERS
$329K
6K
−9.9%
Reduced · −636 sh
Q1 2026
21LEVEL FOUR ADVISORY SERVICES, LLC
$320K
6K
Held
Q1 2026
22BENJAMIN EDWARDS INC
$327K
5K
+0.2%
Added · +11 sh
Q2 2026
23HighTower Advisors, LLC
$293K
5K
New
+5K sh
Q1 2026
24Ashton Thomas Private Wealth, LLC
$292K
5K
Held
Q2 2026
25Advisor OS, LLC
$274K
4K
Held
Q2 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FNK being bought or sold by institutions?

Last quarter, 5 funds opened a new position in FNK and 6 added to an existing one, while 2 reduced and 0 exited entirely — based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened (NEW)
5
funds
Added
6
funds
Reduced
2
funds
Exited
0
funds

Funds that own FNK also own

CompanyCo-held byCombined value
NVIDIA CORPNVDA19 funds$44.7B
APPLE INCAAPL19 funds$34.0B
MICROSOFT CORPMSFT19 funds$29.1B
AMAZON.COM INCAMZN19 funds$20.2B
ALPHABET INC-CL AGOOGL19 funds$16.6B
BROADCOM INCAVGO19 funds$15.2B
ALPHABET INC-CL CGOOG19 funds$11.9B
META PLATFORMS INC-CLASS AMETA19 funds$10.3B
TESLA INCTSLA19 funds$9.3B
ELI LILLY & COLLY19 funds$7.7B
JPMORGAN CHASE & COJPM19 funds$7.3B
BERKSHIRE HATHAWAY INC-CL BBRK/B19 funds$5.6B

Ranked by how many of FNK's institutional holders also hold each name, a cross-fund conviction signal.

Institutional ownership over time

18 funds-27 since Q3 2024
02753Q3 2024Q1 2025Q3 2025Q1 2026Q2 2026
funds holding aggregate valuelatest $84.5M

Share classes

Class13F holdersValue held
FYCmc148 funds$666.8M
FNYmc106 funds$357.6M
FYTSML CAP VAL ALPH58 funds$91.0M
FNKthis pageMID CAP VAL FD54 funds$150.1M

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

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Connected entities for FNK

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Ask your agent what changed in FNK

This ETF page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FNK/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FNK.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + quarter-over-quarter ownership changes + end-of-day price history + the live filing stream, joined for FNK. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.