Institutional Ownership First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR). We have compiled data on the 82 institutions that hold shares in the stock, with a total of 3.01 Million shares, which have been reported (via 13F filing form) to have a value of $85.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
343,341
shares
|
$9.77 Million
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
239,809
shares
|
$6.82 Million
1.7% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
192,071
shares
|
$5.46 Million
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
159,565
shares
|
$4.54 Million
0.69% of portfolio
|
Q1 2023
Added 0.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
145,648
shares
|
$4.14 Million
0.01% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
126,933
shares
|
$3.61 Million
0.01% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
118,193
shares
|
$3.36 Million
0.01% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jan 29, 2025 Q4 2024 |
109,937
shares
|
$3.13 Million
3.04% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
84,379
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,759
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
82,041
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Added 28.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
78,929
shares
|
$2.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.92%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
68,722
shares
|
$1.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
61,010
shares
|
$1.74 Million
1.7% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
59,898
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
57,213
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
55,205
shares
|
$1.57 Million
0.02% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
43,900
shares
|
$1.25 Million
0.04% of portfolio
|
Q4 2024
Added 24.94%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
41,819
shares
|
$1.19 Million
0.23% of portfolio
|
Q1 2024
Added 17.49%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
41,416
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
37,135
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,632
shares
|
$1.04 Million
0.04% of portfolio
|
Q3 2024
Added 129.78%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
36,182
shares
|
$1.03 Million
0.0% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
34,405
shares
|
$978,822
2.38% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
33,884
shares
|
$963,999
0.0% of portfolio
|
Q4 2024
Reduced 7.3%
|