Institutional Ownership First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR). We have compiled data on the 80 institutions that hold shares in the stock, with a total of 3.19 Million shares, which have been reported (via 13F filing form) to have a value of $92.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
353,806
shares
|
$10.2 Million
0.0% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
302,944
shares
|
$8.74 Million
0.0% of portfolio
|
Q2 2025
Added 31.51%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
246,012
shares
|
$7.1 Million
0.8% of portfolio
|
Q2 2025
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
239,809
shares
|
$6.92 Million
1.7% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
170,774
shares
|
$4.93 Million
0.01% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
160,640
shares
|
$4.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.68%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
159,565
shares
|
$4.61 Million
0.69% of portfolio
|
Q1 2023
Added 0.92%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
157,092
shares
|
$4.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
124,478
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2025
Added 17.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
116,401
shares
|
$3.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.1%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
96,386
shares
|
$2.78 Million
0.12% of portfolio
|
Q2 2025
Added 138.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,759
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
70,852
shares
|
$2.04 Million
0.01% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
66,822
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 21.78%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
61,420
shares
|
$1.77 Million
0.02% of portfolio
|
Q2 2025
Added 48.41%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
61,010
shares
|
$1.76 Million
1.7% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
60,237
shares
|
$1.74 Million
0.06% of portfolio
|
Q2 2025
Added 631.65%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
57,652
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
54,917
shares
|
$1.58 Million
0.05% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
42,779
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
41,819
shares
|
$1.21 Million
0.23% of portfolio
|
Q1 2024
Added 17.49%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
40,226
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.97%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
38,301
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Vima LLC
Troy, MI |
Oct 24, 2024 Q3 2024 |
34,405
shares
|
$992,928
2.38% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
30,679
shares
|
$885,395
0.0% of portfolio
|
Q2 2025
Reduced 5.32%
|