Purchases and Sales Made in Q4 2024 in First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
SELL
|
- |
-1.05K- 10.1% |
$28.7K - $29.8K
|
9.32K
$263K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.45K- 99.79% |
$39.7K - $41.2K
|
3
$84.8
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.12K- 12.35% |
$58.2K - $60.3K
|
15.1K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.52K- 1.73% |
$69.1K - $71.5K
|
143K
$4.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.67K- 7.3% |
$73.3K - $75.9K
|
33.9K
$957K
|
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-3.32K- 2.93% |
$91.2K - $94.5K
|
110K
$3.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.71K- 13.18% |
$102K - $105K
|
24.4K
$690K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.6K- 53.67% |
$126K - $131K
|
3.97K
$112K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.86K- 38.16% |
$188K - $195K
|
11.1K
$314K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-9.18K- 34.8% |
$252K - $261K
|
17.2K
$486K
|
|
|
Feb 13, 2025
Q4 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10K- 27.01% |
$275K - $285K
|
27.1K
$766K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13K- 30.87% |
$356K - $369K
|
29.1K
$821K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-13.4K- 16.27% |
$366K - $379K
|
68.7K
$1.94M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 21.92% |
$608K - $630K
|
78.9K
$2.23M
|