Purchases and Sales Made in Q3 2023 in First Trust Vii Alternative Ab (FAAR)

FAAR Quotes by TradingView

This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR) during Q3 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
Nov 08, 2023 Q3 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
87.8K
+ 58.71%
$2.48M - $2.63M
237K $6.64M
Nov 13, 2023 Q3 2023
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
72.7K
+ 19.86%
$2.05M - $2.18M
439K $12.3M
Nov 13, 2023 Q3 2023
Envestnet Portfolio Solutions, Inc.

Berwyn, PA
BUY
 -
46.1K
New
$1.3M - $1.38M
46.1K $1.29M
Nov 14, 2023 Q3 2023
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
45.8K
New
$1.29M - $1.37M
45.8K $1.28M
Oct 13, 2023 Q3 2023
Global Retirement Partners, LLC

BUY
 -
15.2K
+ 893.17%
$428K - $455K
16.9K $471K
Nov 14, 2023 Q3 2023
Flow Traders U.S. LLC

New York, NY
BUY
 -
12.9K
+ 42.67%
$364K - $386K
43.1K $1.2M
Oct 26, 2023 Q3 2023
Park Avenue Securities LLC

BUY
 -
11.3K
+ 53.29%
$320K - $339K
32.6K $910K
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
11.2K
+ 258.28%
$316K - $335K
15.5K $434K
Nov 01, 2023 Q3 2023
Orion Portfolio Solutions, LLC

BUY
 -
10.6K
+ 39.79%
$299K - $318K
37.2K $1.04M
Nov 14, 2023 Q3 2023
Captrust Financial Advisors

Raleigh, NC
BUY
 -
9.65K
+ 6.23%
$273K - $289K
164K $4.6M
Oct 23, 2023 Q3 2023
Commonwealth Equity Services, LLC

BUY
 -
7.94K
+ 17.27%
$224K - $238K
53.9K $1.51M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
7.85K
New
$222K - $235K
7.85K $219K
Nov 13, 2023 Q3 2023
First Trust Advisors LP

Wheaton, IL
BUY
 -
7.52K
+ 83.14%
$212K - $225K
16.6K $463K
Nov 14, 2023 Q3 2023
Gateway Wealth Partners, LLC

Appleton, WI
BUY
 -
7.47K
+ 30.77%
$211K - $224K
31.8K $888K
Oct 24, 2023 Q3 2023
Cambridge Investment Research Advisors, Inc.

BUY
 -
7.44K
+ 11.13%
$210K - $223K
74.3K $2.08M
Oct 10, 2023 Q3 2023
Centennial Wealth Advisory LLC

BUY
 -
7.2K
New
$203K - $216K
7.2K $201K
Oct 11, 2023 Q3 2023
Ae Wealth Management LLC

BUY
 -
6.27K
+ 1.75%
$177K - $188K
364K $10.2M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
5.64K
+ 33.77%
$159K - $169K
22.3K $624K
Dec 13, 2024 Q3 2023
Smart Wealth LLC

Omaha, NE
BUY
 -
4.43K
+ 10.42%
$125K - $133K
46.9K $1.31M
Nov 14, 2023 Q3 2023
Scotia Capital Inc.

BUY
 -
2.88K
+ 12.91%
$81.3K - $86.3K
25.2K $703K
Nov 14, 2023 Q3 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
2.01K
+ 5.88%
$56.8K - $60.3K
36.2K $1.01M
Nov 14, 2023 Q3 2023
Tower Research Capital LLC (Trc)

New York, NY
BUY
 -
1.93K
New
$54.5K - $57.9K
1.93K $53.9K
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
1.69K
+ 9.89%
$47.8K - $50.7K
18.8K $525K
Nov 13, 2023 Q3 2023
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
1.65K
+ 9.3%
$46.6K - $49.5K
19.4K $542K
Nov 21, 2023 Q3 2023
Comerica Bank

BUY
 -
1.49K
New
$41.9K - $44.5K
1.49K $41.5K
Oct 24, 2023 Q3 2023
Raymond James Financial Services Advisors, Inc.

St. Petersburg, FL
BUY
 -
1.03K
+ 1.19%
$28.9K - $30.7K
87.5K $2.44M
Nov 14, 2023 Q3 2023
Fsb Premier Wealth Management, Inc.

BUY
 -
962
+ 6.71%
$27.2K - $28.8K
15.3K $427K
Nov 14, 2023 Q3 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
503
+ 3.89%
$14.2K - $15.1K
13.4K $376K
Nov 14, 2023 Q3 2023
Jpmorgan Chase & CO

New York, NY
BUY
 -
390
New
$11K - $11.7K
390 $10.9K
Oct 16, 2023 Q3 2023
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
371
+ 2.75%
$10.5K - $11.1K
13.8K $387K
Nov 14, 2023 Q3 2023
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
293
+ 0.68%
$8.27K - $8.78K
43.7K $1.22M
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
113
New
$3.19K - $3.39K
113 $3.16K
Nov 08, 2023 Q3 2023
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
53
+ 0.15%
$1.5K - $1.59K
35.4K $988K
Dec 04, 2023 Q3 2023
Tucker Asset Management LLC

Littleton, CO
BUY
 -
23
+ 1.48%
$650 - $690
1.57K $43.9K
Oct 10, 2023 Q3 2023
Dhjj Financial Advisors, Ltd.

BUY
 -
10
New
$282 - $300
10 $280
Dec 11, 2023 Q3 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
10
+ 0.86%
$282 - $300
1.18K $33K
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
2
+ 0.67%
$56.5 - $60
300 $8.39K
Nov 13, 2023 Q3 2023
Wells Fargo & Company

San Francisco, CA
BUY
 -
0
New
$0 - $0
0 $0
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

SELL
 -
-34
- 0.29%
$960 - $1.02K
11.6K $325K
Nov 13, 2023 Q3 2023
Benjamin Edwards Inc

Clayton, MO
SELL
 -
-48
- 4.26%
$1.36K - $1.44K
1.08K $30.1K
Nov 14, 2023 Q3 2023
Snowden Capital Advisors LLC

New York, NY
SELL
 -
-57
- 0.22%
$1.61K - $1.71K
26.1K $731K
Nov 09, 2023 Q3 2023
Concorde Asset Management, LLC

SELL
 -
-74
- 0.9%
$2.09K - $2.22K
8.17K $228K
Nov 15, 2023 Q3 2023
Morgan Stanley

New York, NY
SELL
 -
-141
- 49.65%
$3.98K - $4.23K
143 $4K
Oct 19, 2023 Q3 2023
Walkner Condon Financial Advisors LLC

SELL
 -
-146
- 1.37%
$4.12K - $4.38K
10.5K $294K
Oct 31, 2023 Q3 2023
Transcend Capital Advisors, LLC

SELL
 -
-147
- 1.62%
$4.15K - $4.41K
8.93K $249K
Nov 06, 2023 Q3 2023
Sigma Planning Corp

Ann Arbor, MI
SELL
 -
-177
- 1.53%
$5K - $5.31K
11.4K $319K
Nov 14, 2023 Q3 2023
Rockefeller Capital Management L.P.

New York, NY
SELL
 -
-279
- 2.55%
$7.88K - $8.36K
10.7K $298K
Nov 13, 2023 Q3 2023
Stifel Financial Corp

St. Louis, MO
SELL
 -
-321
- 1.71%
$9.07K - $9.62K
18.5K $516K
Nov 09, 2023 Q3 2023
Ubs Group Ag

SELL
 -
-344
- 81.9%
$9.71K - $10.3K
76 $2.12K

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