Latest Institutional Transactions on First Trust Vii Alternative Ab (FAAR)
This table provides information on the latest institutional transactions involving First Trust Vii Alternative Ab (FAAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-147- 1.62% |
$4.15K - $4.41K
|
8.93K
$248K
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.2KNew |
$203K - $216K
|
7.2K
$200K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$282 - $300
|
10
$277
|
|
| Q2 2023 | |||||||
|
Oct 30, 2023
Q2 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
PUT |
99.8KNew |
$2.8M - $3M
|
99.8K
$2.77M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
910+ 12.08% |
$25.5K - $27.3K
|
8.44K
$234K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-28- 0.28% |
$785 - $841
|
10.1K
$281K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 1.06% |
$56.1 - $60.1
|
190
$5.27K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-7.03K- 39.37% |
$197K - $211K
|
10.8K
$300K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
147New |
$4.31K - $4.5K
|
147
$4.08K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
68New |
$1.99K - $2.08K
|
68
$1.89K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
431New |
$12.6K - $13.2K
|
431
$12K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-248- 38.69% |
$7.27K - $7.58K
|
393
$10.9K
|
|
|
May 12, 2023
Q1 2023
|
Quantitative Advantage, LLC
Minnetonka, MN |
BUY
|
- |
1.45K+ 0.92% |
$42.6K - $44.4K
|
160K
$4.42M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-67- 60.36% |
$1.97K - $2.05K
|
44
$1.22K
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.07KNew |
$237K - $247K
|
8.07K
$224K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
121KNew |
$3.54M - $3.69M
|
121K
$3.34M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.28KNew |
$96.1K - $100K
|
3.28K
$90.9K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.74KNew |
$198K - $206K
|
6.74K
$187K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
3.23K+ 17.8% |
$94.8K - $98.8K
|
21.4K
$593K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-3.67K- 5.67% |
$108K - $112K
|
61K
$1.69M
|
|
| Q4 2022 | |||||||
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-16.6KClosed |
$480K - $532K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-19.2K- 40.94% |
$554K - $614K
|
27.6K
$767K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14K+ 162.89% |
$404K - $448K
|
22.5K
$625K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
136KNew |
$3.94M - $4.37M
|
136K
$3.78M
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
175New |
$5.06K - $5.61K
|
175
$4.85K
|
|
|
Feb 09, 2023
Q4 2022
|
Alpha Omega Group, Inc.
|
BUY
|
- |
1.21K+ 0.93% |
$34.9K - $38.7K
|
130K
$3.62M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-999- 7.56% |
$28.9K - $32K
|
12.2K
$339K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
5.34KNew |
$166K - $178K
|
5.34K
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
19.8KNew |
$616K - $660K
|
19.8K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
689+ 45.51% |
$21.4K - $22.9K
|
2.2K
$61.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
18.3K+ 79.72% |
$569K - $609K
|
41.3K
$1.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
BUY
|
- |
9.22K+ 144.77% |
$286K - $307K
|
15.6K
$432K
|
|
|
Nov 07, 2022
Q3 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3.19K- 15.36% |
$99.2K - $106K
|
17.6K
$488K
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
683+ 0.29% |
$21.2K - $22.7K
|
240K
$6.65M
|
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.76K- 13.11% |
$54.6K - $58.5K
|
11.7K
$323K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-491- 7.51% |
$15.3K - $16.3K
|
6.05K
$168K
|
|
|
Oct 12, 2022
Q3 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
6.06K+ 97.27% |
$188K - $202K
|
12.3K
$341K
|
|
| Q2 2022 | |||||||
|
Nov 15, 2022
Q2 2022
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-61.5KClosed |
$2.05M - $2.19M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
9.33KNew |
$311K - $333K
|
9.33K
$259K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-323Closed |
$10.8K - $11.5K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
819New |
$27.3K - $29.2K
|
819
$22.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
450New |
$15K - $16K
|
450
$12.5K
|
|
|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
222New |
$7.41K - $7.91K
|
222
$6.16K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
294New |
$9.81K - $10.5K
|
294
$8.15K
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-22.7KClosed |
$758K - $809K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-16.5K- 59.92% |
$549K - $586K
|
11K
$305K
|
|
|
Jul 08, 2022
Q2 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
5.2KNew |
$173K - $185K
|
5.2K
$144K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-150Closed |
$4.32K - $5.32K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.44KClosed |
$41.3K - $51K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-665Closed |
$19.1K - $21.2K
|
0
$0
|
|