Purchases and Sales Made in Q3 2024 in First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR) during Q3 2024. 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 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
327KNew |
$9.11M - $9.42M
|
327K
$9.15M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
67.1K+ 138.07% |
$1.87M - $1.93M
|
116K
$3.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
20.7K+ 129.78% |
$576K - $595K
|
36.6K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
19K+ 2.99% |
$529K - $547K
|
655K
$18.3M
|
|
|
Nov 13, 2024
Q3 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
18.4K+ 28.85% |
$511K - $529K
|
82K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
14.2K+ 2475.17% |
$394K - $407K
|
14.7K
$412K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
10.9K+ 8.12% |
$304K - $315K
|
146K
$4.07M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.61KNew |
$267K - $276K
|
9.61K
$268K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8.63KNew |
$240K - $248K
|
8.63K
$241K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.05K+ 15.53% |
$224K - $232K
|
59.9K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
7.23KNew |
$201K - $208K
|
7.23K
$202K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
6.72K+ 49.8% |
$187K - $193K
|
20.2K
$565K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
6.28K+ 17.88% |
$175K - $181K
|
41.4K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
6.13K+ 25.72% |
$171K - $176K
|
30K
$837K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.05K+ 7.88% |
$168K - $174K
|
82.8K
$2.31M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
5.38K+ 36.16% |
$150K - $155K
|
20.2K
$566K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.22K+ 6.79% |
$145K - $150K
|
82.1K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 9.92% |
$93.3K - $96.4K
|
37.1K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
2.66K+ 5.06% |
$74K - $76.5K
|
55.2K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.58K+ 2.23% |
$71.7K - $74.2K
|
118K
$3.3M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.53K+ 25.91% |
$70.4K - $72.8K
|
12.3K
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.48K+ 6.37% |
$41.3K - $42.7K
|
24.8K
$693K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.46K+ 972.67% |
$40.6K - $42K
|
1.61K
$45K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.42K+ 0.42% |
$39.5K - $40.8K
|
343K
$9.6M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
1.04K+ 8.07% |
$28.9K - $29.9K
|
13.9K
$389K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
917+ 102.0% |
$25.5K - $26.4K
|
1.82K
$50.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
900+ 5.72% |
$25K - $25.9K
|
16.6K
$465K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
665+ 0.35% |
$18.5K - $19.1K
|
192K
$5.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
545+ 1.31% |
$15.2K - $15.7K
|
42K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
325+ 1.25% |
$9.04K - $9.35K
|
26.4K
$737K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
155+ 1.91% |
$4.31K - $4.46K
|
8.27K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
129+ 1.12% |
$3.59K - $3.71K
|
11.6K
$324K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
111+ 2.24% |
$3.09K - $3.19K
|
5.07K
$142K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
43New |
$1.2K - $1.24K
|
43
$1.2K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19+ 1.59% |
$529 - $547
|
1.22K
$34K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.07% |
$27.8 - $28.8
|
1.45K
$40.6K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1- 50.0% |
$27.8 - $28.8
|
1
$28
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-144- 73.1% |
$4.01K - $4.14K
|
53
$1.48K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-157- 0.46% |
$4.37K - $4.52K
|
34.2K
$957K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-168- 0.46% |
$4.68K - $4.84K
|
36.6K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-198- 2.09% |
$5.51K - $5.7K
|
9.27K
$259K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-226- 1.2% |
$6.29K - $6.5K
|
18.6K
$520K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-245- 0.7% |
$6.82K - $7.05K
|
34.6K
$966K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-301- 2.91% |
$8.38K - $8.66K
|
10.1K
$281K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-580- 2.59% |
$16.1K - $16.7K
|
21.8K
$609K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-611- 3.32% |
$17K - $17.6K
|
17.8K
$498K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-834- 4.43% |
$23.2K - $24K
|
18K
$503K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-843- 4.68% |
$23.5K - $24.3K
|
17.2K
$480K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-920- 5.72% |
$25.6K - $26.5K
|
15.2K
$424K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.3K- 16.83% |
$36K - $37.3K
|
6.4K
$179K
|