Purchases and Sales Made in Q1 2025 in First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR) during Q1 2025. 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 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
142K+ 324.52% |
$3.94M - $4.1M
|
185K
$4.98M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
52.6K+ 49.57% |
$1.46M - $1.52M
|
159K
$4.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
40.4KNew |
$1.12M - $1.17M
|
40.4K
$1.09M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
36.2K+ 28.52% |
$1.01M - $1.05M
|
163K
$4.39M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
30.9K+ 22.45% |
$859K - $895K
|
169K
$4.53M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.4K+ 34.71% |
$762K - $794K
|
106K
$2.86M
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
20.9KNew |
$580K - $605K
|
20.9K
$561K
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
16.5KNew |
$458K - $477K
|
16.5K
$443K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.6K+ 7.27% |
$434K - $453K
|
230K
$6.2M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
15.5KNew |
$432K - $450K
|
15.5K
$418K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
13.3K+ 47.49% |
$371K - $386K
|
41.4K
$1.11M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13.1K+ 78.58% |
$365K - $380K
|
29.8K
$803K
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
11.8K+ 78.6% |
$327K - $341K
|
26.7K
$719K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.66KNew |
$269K - $280K
|
9.66K
$260K
|
|
|
May 06, 2025
Q1 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
7.85K+ 45.65% |
$218K - $228K
|
25.1K
$674K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.63K+ 46.23% |
$184K - $192K
|
21K
$564K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
4.33K+ 19.48% |
$120K - $125K
|
26.5K
$714K
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.93K+ 43.01% |
$109K - $114K
|
13.1K
$351K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.6K+ 7.46% |
$100K - $104K
|
51.9K
$1.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
2.21KNew |
$61.4K - $64K
|
2.21K
$59.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.74K+ 2.81% |
$48.5K - $50.5K
|
63.7K
$1.71M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.26K+ 15.87% |
$35K - $36.4K
|
9.19K
$247K
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
1.14KNew |
$31.6K - $32.9K
|
1.14K
$30.5K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.13KNew |
$31.3K - $32.6K
|
1.13K
$30.3K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
1.05K+ 1.24% |
$29.2K - $30.4K
|
85.4K
$2.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
739+ 4.68% |
$20.6K - $21.4K
|
16.5K
$445K
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
492New |
$13.7K - $14.3K
|
492
$13.2K
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
410+ 1.55% |
$11.4K - $11.9K
|
26.8K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
229+ 331.88% |
$6.37K - $6.63K
|
298
$8.02K
|
|
|
May 08, 2025
Q1 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
201+ 2.37% |
$5.59K - $5.82K
|
8.68K
$233K
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
123+ 3.61% |
$3.42K - $3.56K
|
3.53K
$95K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
79+ 0.97% |
$2.2K - $2.29K
|
8.23K
$221K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
15New |
$417 - $435
|
15
$404
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1- 0.01% |
$27.8 - $29
|
14.3K
$384K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-37- 9.05% |
$1.03K - $1.07K
|
372
$10K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-175- 49.16% |
$4.87K - $5.07K
|
181
$4.87K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-190- 2.99% |
$5.28K - $5.5K
|
6.18K
$166K
|
|
|
May 13, 2025
Q1 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-261- 3.44% |
$7.26K - $7.56K
|
7.33K
$197K
|
|
|
Apr 10, 2025
Q1 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-313- 1.43% |
$8.7K - $9.07K
|
21.6K
$580K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-475- 96.54% |
$13.2K - $13.8K
|
17
$457
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-606- 1.4% |
$16.9K - $17.6K
|
42.8K
$1.15M
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-754- 2.78% |
$21K - $21.8K
|
26.4K
$709K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-918- 3.16% |
$25.5K - $26.6K
|
28.1K
$757K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-921- 8.18% |
$25.6K - $26.7K
|
10.3K
$278K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.1K- 5.83% |
$30.7K - $32K
|
17.8K
$480K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.27K- 11.4% |
$35.3K - $36.7K
|
9.85K
$265K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.27K- 3.5% |
$35.3K - $36.7K
|
34.9K
$939K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.48K- 4.37% |
$41.2K - $42.9K
|
32.4K
$872K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-1.55K- 39.05% |
$43.1K - $44.9K
|
2.42K
$65.1K
|
|
|
May 14, 2025
Q1 2025
|
Richmond Investment Services, LLC
Mequon, WI |
SELL
|
- |
-1.9K- 16.49% |
$53K - $55.2K
|
9.64K
$259K
|