Purchases and Sales Made in Q4 2022 in First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR) during Q4 2022. 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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
277K+ 772.82% |
$8.01M - $8.88M
|
313K
$8.67M
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
259KNew |
$7.49M - $8.31M
|
259K
$7.18M
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
231KNew |
$6.68M - $7.4M
|
231K
$6.4M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
217K+ 1902.83% |
$6.27M - $6.95M
|
228K
$6.32M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
156K+ 145.63% |
$4.53M - $5.01M
|
264K
$7.31M
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
136KNew |
$3.94M - $4.37M
|
136K
$3.77M
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
127KNew |
$3.67M - $4.07M
|
127K
$3.52M
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
102K+ 16.9% |
$2.94M - $3.26M
|
704K
$19.5M
|
|
Feb 14, 2023
Q4 2022
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
65.3KNew |
$1.89M - $2.09M
|
65.3K
$1.81M
|
|
Jan 26, 2023
Q4 2022
|
Catalyst Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
64.7KNew |
$1.87M - $2.07M
|
64.7K
$1.79M
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
64KNew |
$1.85M - $2.05M
|
64K
$1.77M
|
|
Oct 27, 2023
Q4 2022
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
42.5KNew |
$1.23M - $1.36M
|
42.5K
$1.18M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
29.5KNew |
$854K - $947K
|
29.5K
$818K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 5.52% |
$526K - $583K
|
348K
$9.63M
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
16.2K+ 14.67% |
$469K - $519K
|
127K
$3.51M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.7K+ 25.76% |
$453K - $502K
|
76.4K
$2.12M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
14.9KNew |
$432K - $479K
|
14.9K
$414K
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14K+ 162.89% |
$404K - $448K
|
22.5K
$625K
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
10.7KNew |
$310K - $343K
|
10.7K
$296K
|
|
Feb 14, 2023
Q4 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
9.08K+ 26.44% |
$263K - $291K
|
43.4K
$1.2M
|
|
Feb 14, 2023
Q4 2022
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
9.04K+ 6.06% |
$261K - $290K
|
158K
$4.38M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
8.82K+ 5.94% |
$255K - $283K
|
157K
$4.35M
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
8.7KNew |
$252K - $279K
|
8.7K
$241K
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.02K+ 174.66% |
$232K - $257K
|
12.6K
$350K
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
7.31K+ 56.7% |
$211K - $234K
|
20.2K
$560K
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.63K+ 30.02% |
$134K - $149K
|
20.1K
$556K
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.34K+ 33.19% |
$126K - $139K
|
17.4K
$483K
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.52K+ 36.3% |
$102K - $113K
|
13.2K
$366K
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.26K+ 5.68% |
$94.3K - $104K
|
60.6K
$1.68M
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.23K+ 14.56% |
$93.5K - $104K
|
25.4K
$705K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.14K+ 9.49% |
$62K - $68.7K
|
24.7K
$686K
|
|
Jan 20, 2023
Q4 2022
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
1.73K+ 17.01% |
$50K - $55.4K
|
11.9K
$329K
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.55K+ 19.5% |
$44.9K - $49.8K
|
9.51K
$264K
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
1.21K+ 0.93% |
$34.9K - $38.7K
|
130K
$3.62M
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
839+ 6.49% |
$24.3K - $26.9K
|
13.8K
$382K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
828+ 2.28% |
$24K - $26.5K
|
37.1K
$1.03M
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
641New |
$18.5K - $20.6K
|
641
$17.8K
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
371+ 3.76% |
$10.7K - $11.9K
|
10.2K
$283K
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
283+ 2.15% |
$8.19K - $9.07K
|
13.4K
$373K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
219+ 14.58% |
$6.34K - $7.02K
|
1.72K
$47.7K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
175New |
$5.06K - $5.61K
|
175
$4.85K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
111New |
$3.21K - $3.56K
|
111
$3.08K
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
30+ 0.19% |
$868 - $962
|
16K
$444K
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
22+ 1.75% |
$636 - $705
|
1.28K
$35.5K
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
11+ 6.25% |
$318 - $353
|
187
$5.18K
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2- 1.38% |
$57.9 - $64.1
|
143
$3.96K
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-65- 0.79% |
$1.88K - $2.08K
|
8.14K
$226K
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-251- 3.07% |
$7.26K - $8.05K
|
7.92K
$219K
|
|
Feb 15, 2023
Q4 2022
|
1776 Wealth LLC
|
SELL
|
- |
-262- 2.04% |
$7.58K - $8.4K
|
12.6K
$349K
|
|
Feb 06, 2023
Q4 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-459- 4.14% |
$13.3K - $14.7K
|
10.6K
$295K
|