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 |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
9,663
shares
|
$259,934
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richmond Investment Services, LLC
Mequon, WI |
May 14, 2025 Q1 2025 |
9,643
shares
|
$259,396
0.15% of portfolio
|
Q1 2025
Reduced 16.49%
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
9,319
shares
|
$250,681
0.13% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Apr 10, 2025 Q1 2025 |
9,186
shares
|
$247,103
0.03% of portfolio
|
Q1 2025
Added 15.87%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
9,026
shares
|
$242,799
0.05% of portfolio
|
Q1 2025
Reduced 63.02%
|
|
|
Fsb Premier Wealth Management, Inc.
|
May 08, 2025 Q1 2025 |
8,675
shares
|
$233,357
0.11% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,647
shares
|
$232,604
0.01% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
8,233
shares
|
$221,467
0.01% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,853
shares
|
$211,245
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
7,675
shares
|
$206,457
0.01% of portfolio
|
Q1 2025
Reduced 22.86%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
7,330
shares
|
$197,177
0.13% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
7,299
shares
|
$196,343
0.01% of portfolio
|
Q1 2025
Reduced 46.1%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,245
shares
|
$194,890
0.09% of portfolio
|
Q3 2023
Reduced 22.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
6,175
shares
|
$166,107
0.01% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
4,342
shares
|
$116,799
0.08% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
3,533
shares
|
$95,037
0.04% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,508
shares
|
$67,465
0.01% of portfolio
|
Q4 2024
Added 54.05%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
2,419
shares
|
$65,071
0.0% of portfolio
|
Q1 2025
Reduced 39.05%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
2,209
shares
|
$59,422
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,007
shares
|
$53,988
0.0% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
May 02, 2025 Q1 2025 |
1,135
shares
|
$30,531
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,125
shares
|
$30,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
492
shares
|
$13,234
0.0% of portfolio
|
Q1 2025
Reduced 96.54%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
372
shares
|
$10,006
0.01% of portfolio
|
Q1 2025
Reduced 9.05%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
298
shares
|
$8,016
0.0% of portfolio
|
Q1 2025
Added 331.88%
|