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 3.44 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
29,217
shares
|
$893,163
0.0% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
27,297
shares
|
$834,469
0.03% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
27,144
shares
|
$829,792
0.0% of portfolio
|
Q3 2025
Added 15.27%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
22,908
shares
|
$700,297
0.09% of portfolio
|
Q3 2025
Reduced 3.58%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
19,749
shares
|
$603,726
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
19,260
shares
|
$588,778
0.0% of portfolio
|
Q3 2025
Added 11.93%
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
Nov 12, 2025 Q3 2025 |
19,072
shares
|
$583,031
0.11% of portfolio
|
Q3 2025
Reduced 1.17%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
18,267
shares
|
$558,422
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
17,630
shares
|
$538,949
0.0% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 15, 2025 Q3 2025 |
17,559
shares
|
$536,778
0.21% of portfolio
|
Q3 2025
Reduced 10.59%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
17,497
shares
|
$534,883
0.23% of portfolio
|
Q3 2025
Reduced 30.16%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
17,003
shares
|
$519,781
0.09% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
15,587
shares
|
$476,494
0.74% of portfolio
|
Q3 2022
Added 144.77%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
15,374
shares
|
$469,983
0.01% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
15,205
shares
|
$464,816
0.08% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
14,870
shares
|
$454,575
0.0% of portfolio
|
Q4 2025
Reduced 8.33%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Nov 04, 2025 Q3 2025 |
13,486
shares
|
$412,267
0.12% of portfolio
|
Q3 2025
Reduced 17.62%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
13,260
shares
|
$405,358
0.01% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
12,229
shares
|
$373,840
0.01% of portfolio
|
Q2 2025
Reduced 56.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
12,214
shares
|
$373,381
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
12,211
shares
|
$373,290
0.56% of portfolio
|
Q4 2022
Reduced 7.56%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
11,468
shares
|
$350,576
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
10,885
shares
|
$332,754
0.0% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Oct 31, 2025 Q3 2025 |
10,346
shares
|
$316,277
0.11% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
10,275
shares
|
$314,106
0.01% of portfolio
|
Q3 2025
Added 1.29%
|
|