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 81 institutions that hold shares in the stock, with a total of 3.37 Million shares, which have been reported (via 13F filing form) to have a value of $101 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
356,788
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
302,944
shares
|
$9.09 Million
0.0% of portfolio
|
Q2 2025
Added 31.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
246,012
shares
|
$7.38 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
239,809
shares
|
$7.19 Million
1.7% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
160,640
shares
|
$4.82 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
159,565
shares
|
$4.79 Million
0.69% of portfolio
|
Q1 2023
Added 0.92%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
157,092
shares
|
$4.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
149,149
shares
|
$4.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
116,401
shares
|
$3.49 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
114,657
shares
|
$3.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,759
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
71,522
shares
|
$2.15 Million
0.03% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
70,852
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
66,822
shares
|
$2 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.78%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
61,886
shares
|
$1.86 Million
0.07% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
61,010
shares
|
$1.83 Million
1.7% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
57,652
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
54,917
shares
|
$1.65 Million
0.05% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
42,779
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
41,819
shares
|
$1.25 Million
0.23% of portfolio
|
Q1 2024
Added 17.49%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
40,226
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
38,301
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
34,405
shares
|
$1.03 Million
2.38% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
29,784
shares
|
$893,520
0.06% of portfolio
|
Q3 2025
Reduced 69.1%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
29,217
shares
|
$876,510
0.0% of portfolio
|
Q3 2025
Reduced 4.77%
|