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 83 institutions that hold shares in the stock, with a total of 3.86 Million shares, which have been reported (via 13F filing form) to have a value of $107 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Aug 15, 2024 Q2 2024 |
635,544
shares
|
$17.8 Million
8.64% of portfolio
|
Q2 2024
Added 4.08%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
341,922
shares
|
$9.56 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
239,809
shares
|
$6.7 Million
1.7% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
191,406
shares
|
$5.35 Million
0.0% of portfolio
|
Q2 2024
Reduced 30.85%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
159,565
shares
|
$4.46 Million
0.69% of portfolio
|
Q1 2023
Added 0.92%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
141,729
shares
|
$3.96 Million
0.01% of portfolio
|
Q2 2024
Reduced 32.14%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Jul 25, 2024 Q2 2024 |
135,335
shares
|
$3.78 Million
3.63% of portfolio
|
Q2 2024
Added 43.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
134,707
shares
|
$3.77 Million
0.01% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
115,615
shares
|
$3.23 Million
0.01% of portfolio
|
Q2 2024
Added 2.99%
|
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
93,196
shares
|
$2.6 Million
0.58% of portfolio
|
Q2 2024
Reduced 18.55%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
82,014
shares
|
$2.29 Million
0.0% of portfolio
|
Q2 2024
Added 99.87%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
76,854
shares
|
$2.15 Million
0.02% of portfolio
|
Q2 2024
Reduced 31.42%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
76,714
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.32%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 06, 2024 Q2 2024 |
71,930
shares
|
$2.01 Million
0.23% of portfolio
|
Q2 2024
Reduced 12.77%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
67,392
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2024
Added 2.88%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2024 Q2 2024 |
63,674
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2024
Added 32.86%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
61,010
shares
|
$1.71 Million
1.7% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
58,534
shares
|
$1.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 81.9%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
52,547
shares
|
$1.47 Million
0.02% of portfolio
|
Q2 2024
Added 79.3%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
51,845
shares
|
$1.45 Million
0.01% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
48,626
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Added 26.92%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
41,819
shares
|
$1.17 Million
0.23% of portfolio
|
Q1 2024
Added 17.49%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
41,495
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.61%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
36,722
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2024
Reduced 27.11%
|
|
|
Vima LLC
Troy, MI |
Aug 08, 2024 Q2 2024 |
36,088
shares
|
$1.01 Million
2.59% of portfolio
|
Q2 2024
Added 28.13%
|