Purchases and Sales Made in Q2 2025 in First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 19, 2025
Q2 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
246KNew |
$6.32M - $7.14M
|
246K
$7.38M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
72.6K+ 31.51% |
$1.86M - $2.11M
|
303K
$9.09M
|
|
|
Jul 22, 2025
Q2 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
55.9K+ 138.36% |
$1.44M - $1.62M
|
96.4K
$2.89M
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
52K+ 631.65% |
$1.34M - $1.51M
|
60.2K
$1.81M
|
|
|
Aug 13, 2025
Q2 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
21.8KNew |
$560K - $633K
|
21.8K
$654K
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20K+ 48.41% |
$515K - $582K
|
61.4K
$1.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 17.07% |
$466K - $527K
|
124K
$3.73M
|
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
17.1KNew |
$439K - $496K
|
17.1K
$512K
|
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
11.5KNew |
$294K - $333K
|
11.5K
$344K
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
9.66K+ 100.12% |
$248K - $280K
|
19.3K
$579K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
7.64K+ 4.68% |
$196K - $222K
|
171K
$5.12M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.29KNew |
$187K - $212K
|
7.29K
$219K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.13K+ 11.19% |
$183K - $207K
|
70.9K
$2.13M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.17K+ 1.19% |
$107K - $121K
|
354K
$10.6M
|
|
|
Jul 30, 2025
Q2 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.31K+ 25.3% |
$84.9K - $95.9K
|
16.4K
$491K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.04K+ 5.86% |
$78K - $88.2K
|
54.9K
$1.65M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.57K+ 12.26% |
$66K - $74.7K
|
23.5K
$706K
|
|
|
Aug 15, 2025
Q2 2025
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
1.44K+ 16.56% |
$36.9K - $41.7K
|
10.1K
$303K
|
|
|
Aug 14, 2025
Q2 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.39K+ 5.2% |
$35.8K - $40.5K
|
28.2K
$845K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.23KNew |
$31.6K - $35.7K
|
1.23K
$36.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
840+ 11.46% |
$21.6K - $24.4K
|
8.17K
$245K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
786+ 69.87% |
$20.2K - $22.8K
|
1.91K
$57.3K
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
639+ 4.48% |
$16.4K - $18.6K
|
14.9K
$447K
|
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
554+ 3.24% |
$14.2K - $16.1K
|
17.7K
$530K
|
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
402+ 2.25% |
$10.3K - $11.7K
|
18.2K
$547K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
370New |
$9.5K - $10.7K
|
370
$11.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
346+ 5.6% |
$8.89K - $10K
|
6.52K
$196K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
293+ 14.6% |
$7.52K - $8.51K
|
2.3K
$69K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
232New |
$5.96K - $6.73K
|
232
$6.96K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
160+ 1.62% |
$4.11K - $4.64K
|
10K
$300K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57+ 0.22% |
$1.46K - $1.65K
|
26.4K
$792K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
33+ 330.0% |
$847 - $958
|
43
$1.29K
|
|
|
Oct 20, 2025
Q2 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
31+ 8.33% |
$796 - $900
|
403
$12.1K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
29+ 2900.0% |
$745 - $842
|
30
$900
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-133- 1.45% |
$3.42K - $3.86K
|
9.05K
$272K
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-197- 1.91% |
$5.06K - $5.72K
|
10.1K
$304K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-281- 2.47% |
$7.22K - $8.16K
|
11.1K
$333K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-302- 3.93% |
$7.76K - $8.77K
|
7.37K
$221K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-307- 1.86% |
$7.88K - $8.91K
|
16.2K
$487K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-335- 13.85% |
$8.6K - $9.73K
|
2.08K
$62.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-528- 6.11% |
$13.6K - $15.3K
|
8.12K
$244K
|
|
|
Aug 13, 2025
Q2 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.57K- 0.99% |
$40.2K - $45.5K
|
157K
$4.71M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.73K- 5.32% |
$44.3K - $50.1K
|
30.7K
$920K
|
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-1.92K- 8.89% |
$49.2K - $55.6K
|
19.6K
$589K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.55K- 5.97% |
$65.6K - $74.1K
|
40.2K
$1.21M
|
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.79K- 10.49% |
$71.5K - $80.8K
|
23.8K
$713K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.94K- 7.14% |
$75.6K - $85.4K
|
38.3K
$1.15M
|