FNK FIRST TRUST MID CAP VALUE

Ownership history in CITADEL ADVISORS LLC  ·  27 quarters on record

This page tracks every 13F SEC filing in which CITADEL ADVISORS LLC reported a position in FIRST TRUST MID CAP VALUE (FNK). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 44,666 +15,610 +53.7% 0.00% $2.5M $54.98
2025 Q2 ADDED 29,056 +8,309 +40.0% 0.00% $1.5M $51.32
2025 Q1 REDUCED 20,747 -5,903 -22.2% 0.00% $1.0M $49.82
2024 Q4 ADDED 26,650 +16,468 +161.7% 0.00% $1.4M $52.67
2024 Q3 REDUCED 10,182 -27,526 -73.0% 0.00% $555K $53.36
2024 Q2 ADDED 37,708 +24,773 +191.5% 0.00% $1.9M $49.75
2024 Q1 REDUCED 12,935 -5,012 -27.9% 0.00% $700K $52.56
2023 Q4 ADDED 17,947 +8,244 +85.0% 0.00% $915K $49.39
2023 Q3 REDUCED 9,703 -521 -5.1% 0.00% $433K $42.92
2023 Q2 REDUCED 10,224 -17,590 -63.2% 0.00% $467K $43.75
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    FNK price (monthly, adj. close)
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