Purchases and Sales Made in Q1 2023 in First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TRUST VII ALTERNATIVE AB.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
129KNew |
$3.8M - $3.96M
|
129K
$3.62M
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
121KNew |
$3.54M - $3.69M
|
121K
$3.37M
|
|
Apr 04, 2023
Q1 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
110KNew |
$3.21M - $3.35M
|
110K
$3.06M
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
82.5K+ 15.3% |
$2.42M - $2.52M
|
621K
$17.4M
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
33.4KNew |
$981K - $1.02M
|
33.4K
$934K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
20K+ 6.4% |
$587K - $612K
|
333K
$9.3M
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
BUY
|
- |
17.6KNew |
$516K - $538K
|
17.6K
$492K
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
16.2KNew |
$476K - $496K
|
16.2K
$453K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
15KNew |
$441K - $460K
|
15K
$420K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
14.3KNew |
$421K - $438K
|
14.3K
$401K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
13.2KNew |
$387K - $404K
|
13.2K
$369K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.1K+ 18.27% |
$326K - $340K
|
71.9K
$2.01M
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11KNew |
$324K - $338K
|
11K
$309K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
10.2KNew |
$298K - $310K
|
10.2K
$284K
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.58K+ 74.34% |
$281K - $293K
|
22.5K
$628K
|
|
May 15, 2023
Q1 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.64KNew |
$253K - $264K
|
8.64K
$241K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.51K+ 14.03% |
$250K - $260K
|
69.2K
$1.93M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.07KNew |
$237K - $247K
|
8.07K
$226K
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
7.53KNew |
$221K - $230K
|
7.53K
$210K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.74KNew |
$198K - $206K
|
6.74K
$188K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.07K+ 20.57% |
$178K - $186K
|
35.6K
$995K
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.07K+ 20.57% |
$178K - $186K
|
35.6K
$995K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.84K+ 27.78% |
$142K - $148K
|
22.3K
$622K
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.8K+ 55.15% |
$141K - $147K
|
13.5K
$377K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.55K+ 6.33% |
$134K - $139K
|
76.4K
$2.14M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
4.5K+ 47.32% |
$132K - $138K
|
14K
$392K
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
3.29K+ 11.21% |
$96.5K - $101K
|
32.6K
$912K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
3.28K+ 5.13% |
$96.3K - $100K
|
67.2K
$1.88M
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.28KNew |
$96.1K - $100K
|
3.28K
$91.6K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.23K+ 17.8% |
$94.8K - $98.8K
|
21.4K
$598K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.89K+ 14.38% |
$84.6K - $88.2K
|
23K
$642K
|
|
Oct 30, 2023
Q1 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
2.4K+ 5.66% |
$70.5K - $73.5K
|
44.9K
$1.25M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.95K+ 261.34% |
$57.1K - $59.5K
|
2.69K
$75.2K
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.45K+ 0.92% |
$42.6K - $44.4K
|
160K
$4.46M
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.4K+ 10.13% |
$40.9K - $42.7K
|
15.2K
$424K
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.15KNew |
$33.8K - $35.3K
|
1.15K
$32.3K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
896+ 9.05% |
$26.3K - $27.4K
|
10.8K
$302K
|
|
May 15, 2023
Q1 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
880+ 2.58% |
$25.8K - $26.9K
|
35K
$978K
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
696+ 6.8% |
$20.4K - $21.3K
|
10.9K
$305K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
547+ 6.91% |
$16K - $16.7K
|
8.47K
$237K
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
462+ 1.82% |
$13.6K - $14.1K
|
25.9K
$724K
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
BUY
|
- |
440+ 3.09% |
$12.9K - $13.5K
|
14.7K
$410K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
431New |
$12.6K - $13.2K
|
431
$12K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
147New |
$4.31K - $4.5K
|
147
$4.11K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
145New |
$4.25K - $4.43K
|
145
$4.05K
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
114+ 12.18% |
$3.34K - $3.49K
|
1.05K
$29.3K
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
84+ 0.64% |
$2.46K - $2.57K
|
13.3K
$371K
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
68New |
$1.99K - $2.08K
|
68
$1.9K
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
32+ 0.28% |
$939 - $979
|
11.3K
$316K
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
22+ 0.18% |
$645 - $673
|
12.5K
$348K
|