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 3.67 Million shares, which have been reported (via 13F filing form) to have a value of $102 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
34,405
shares
|
$961,619
2.38% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
34,232
shares
|
$956,784
0.09% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
29,964
shares
|
$837,493
0.12% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
28,115
shares
|
$785,814
0.16% of portfolio
|
Q3 2024
Reduced 69.83%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
26,382
shares
|
$737,376
0.38% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
24,798
shares
|
$693,104
0.4% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
24,550
shares
|
$686,172
0.0% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
21,805
shares
|
$609,449
0.17% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
20,891
shares
|
$583,903
0.03% of portfolio
|
Q3 2024
Reduced 36.89%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
20,238
shares
|
$565,652
0.28% of portfolio
|
Q3 2024
Added 36.16%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
20,211
shares
|
$564,897
0.0% of portfolio
|
Q3 2024
Added 49.8%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,749
shares
|
$551,984
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
18,609
shares
|
$520,121
0.01% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
17,982
shares
|
$502,596
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
17,819
shares
|
$498,041
0.07% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
17,171
shares
|
$479,929
0.0% of portfolio
|
Q3 2024
Reduced 4.68%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
16,634
shares
|
$464,920
0.0% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
15,587
shares
|
$435,656
0.74% of portfolio
|
Q3 2022
Added 144.77%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
15,153
shares
|
$423,526
0.0% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
14,730
shares
|
$411,703
0.01% of portfolio
|
Q3 2024
Added 2475.17%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
14,275
shares
|
$398,986
0.01% of portfolio
|
Q3 2024
Reduced 95.64%
|
|
|
Smart Wealth LLC
Omaha, NE |
Dec 13, 2024 Q3 2024 |
14,236
shares
|
$397,896
0.16% of portfolio
|
Q3 2024
Reduced 23.09%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
13,926
shares
|
$389,231
0.02% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
13,260
shares
|
$370,617
0.01% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,081
shares
|
$365,613
0.0% of portfolio
|
Q3 2024
Reduced 77.65%
|