Purchases and Sales Made in Q4 2023 in First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR) during Q4 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 |
---|---|---|---|---|---|---|---|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-169- 11.38% |
$4.6K - $4.82K
|
1.32K
$36.8K
|
|
Feb 08, 2024
Q4 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-201- 1.31% |
$5.47K - $5.74K
|
15.1K
$422K
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-396- 25.19% |
$10.8K - $11.3K
|
1.18K
$32.9K
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-612- 2.34% |
$16.7K - $17.5K
|
25.5K
$713K
|
|
Feb 12, 2024
Q4 2023
|
Stone X Group Inc.
|
SELL
|
- |
-879- 2.75% |
$23.9K - $25.1K
|
31.1K
$869K
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-933- 6.99% |
$25.4K - $26.6K
|
12.4K
$347K
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.5K- 1.71% |
$40.7K - $42.7K
|
86K
$2.4M
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.55K- 3.6% |
$42.2K - $44.3K
|
41.5K
$1.16M
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.62K- 4.59% |
$44.2K - $46.3K
|
33.7K
$943K
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-1.64K- 15.13% |
$44.7K - $46.9K
|
9.2K
$257K
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.7K- 3.69% |
$46.3K - $48.6K
|
44.4K
$1.24M
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-1.92K- 5.9% |
$52.2K - $54.8K
|
30.6K
$856K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-2.3K- 9.14% |
$62.6K - $65.7K
|
22.9K
$639K
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.81K- 24.15% |
$76.4K - $80.1K
|
8.81K
$246K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.91K- 9.85% |
$79.2K - $83.1K
|
26.6K
$745K
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.36K- 22.2% |
$119K - $124K
|
15.3K
$427K
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-5.29K- 7.42% |
$144K - $151K
|
66K
$1.85M
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.35K- 11.46% |
$146K - $153K
|
41.4K
$1.16M
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-6.1K- 3.44% |
$166K - $174K
|
171K
$4.79M
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-8.28K- 37.09% |
$225K - $236K
|
14K
$393K
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-8.44K- 7.02% |
$230K - $241K
|
112K
$3.13M
|
|
Feb 07, 2024
Q4 2023
|
Iams Wealth Management, LLC
Omaha, NE |
SELL
|
- |
-8.67K- 18.94% |
$236K - $248K
|
37.1K
$1.04M
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.2K- 97.69% |
$304K - $319K
|
264
$7.38K
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-11.7K- 1.72% |
$319K - $335K
|
670K
$18.7M
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-22.3K- 51.0% |
$607K - $636K
|
21.4K
$598K
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25.2K- 15.31% |
$685K - $719K
|
139K
$3.89M
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-31.8K- 38.35% |
$865K - $907K
|
51.1K
$1.43M
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-43.1K- 9.83% |
$1.17M - $1.23M
|
395K
$11.1M
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-103K- 25.62% |
$2.79M - $2.93M
|
298K
$8.33M
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-132K- 36.18% |
$3.58M - $3.76M
|
232K
$6.49M
|