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 83 institutions that hold shares in the stock, with a total of 3.24 Million shares, which have been reported (via 13F filing form) to have a value of $87.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
349,636
shares
|
$9.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
239,809
shares
|
$6.45 Million
1.7% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
230,355
shares
|
$6.2 Million
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
May 15, 2025 Q1 2025 |
185,248
shares
|
$4.98 Million
0.69% of portfolio
|
Q1 2025
Added 324.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
168,533
shares
|
$4.53 Million
0.01% of portfolio
|
Q1 2025
Added 22.45%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
163,135
shares
|
$4.39 Million
0.01% of portfolio
|
Q1 2025
Added 28.52%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
159,565
shares
|
$4.29 Million
0.69% of portfolio
|
Q1 2023
Added 0.92%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
158,659
shares
|
$4.27 Million
0.0% of portfolio
|
Q1 2025
Added 49.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
129,482
shares
|
$3.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
106,325
shares
|
$2.86 Million
0.01% of portfolio
|
Q4 2024
Reduced 47.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
85,429
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,759
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
63,720
shares
|
$1.71 Million
0.01% of portfolio
|
Q1 2025
Added 2.81%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
62,343
shares
|
$1.68 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.28%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
61,010
shares
|
$1.64 Million
1.7% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
51,878
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
42,779
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
41,819
shares
|
$1.12 Million
0.23% of portfolio
|
Q1 2024
Added 17.49%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
41,384
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
Added 47.49%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
41,244
shares
|
$1.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
40,437
shares
|
$1.09 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
34,914
shares
|
$939,186
0.0% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
34,405
shares
|
$925,494
2.38% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
32,404
shares
|
$871,667
0.0% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
29,842
shares
|
$802,749
0.02% of portfolio
|
Q1 2025
Added 78.58%
|