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 3.43 Million shares, which have been reported (via 13F filing form) to have a value of $103 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Aug 14, 2025 Q2 2025 |
28,180
shares
|
$848,499
0.43% of portfolio
|
Q2 2025
Added 5.2%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
26,407
shares
|
$795,114
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
25,054
shares
|
$754,375
0.31% of portfolio
|
Q1 2025
Added 45.65%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
23,759
shares
|
$715,383
0.13% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
23,548
shares
|
$709,030
0.0% of portfolio
|
Q2 2025
Added 12.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
21,805
shares
|
$656,548
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,749
shares
|
$594,642
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
19,638
shares
|
$591,300
0.25% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Aug 12, 2025 Q2 2025 |
19,298
shares
|
$581,062
0.11% of portfolio
|
Q2 2025
Added 100.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
19,149
shares
|
$576,576
0.0% of portfolio
|
Q2 2025
Reduced 45.15%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
18,246
shares
|
$549,387
0.01% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
17,673
shares
|
$532,134
0.0% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
17,207
shares
|
$518,102
0.0% of portfolio
|
Q2 2025
Reduced 34.98%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
17,080
shares
|
$514,278
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
16,370
shares
|
$492,900
0.12% of portfolio
|
Q2 2025
Added 25.3%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
16,232
shares
|
$488,745
0.0% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
15,587
shares
|
$469,324
0.74% of portfolio
|
Q3 2022
Added 144.77%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
14,896
shares
|
$448,518
0.11% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
14,064
shares
|
$423,467
0.01% of portfolio
|
Q2 2025
Reduced 22.36%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
13,871
shares
|
$417,655
0.01% of portfolio
|
Q2 2025
Reduced 53.52%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
13,260
shares
|
$399,258
0.01% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,229
shares
|
$368,215
0.01% of portfolio
|
Q2 2025
Reduced 56.55%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
12,211
shares
|
$367,673
0.56% of portfolio
|
Q4 2022
Reduced 7.56%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
11,468
shares
|
$345,301
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
11,100
shares
|
$334,221
0.0% of portfolio
|
Q2 2025
Reduced 2.47%
|