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 82 institutions that hold shares in the stock, with a total of 3.99 Million shares, which have been reported (via 13F filing form) to have a value of $110 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Nov 12, 2024 Q3 2024 |
654,551
shares
|
$18.2 Million
8.31% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
343,341
shares
|
$9.52 Million
0.0% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
327,462
shares
|
$9.08 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
239,809
shares
|
$6.65 Million
1.7% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
192,071
shares
|
$5.33 Million
0.0% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
159,565
shares
|
$4.42 Million
0.69% of portfolio
|
Q1 2023
Added 0.92%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
145,648
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2024
Added 8.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
118,193
shares
|
$3.28 Million
0.01% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
115,762
shares
|
$3.21 Million
0.01% of portfolio
|
Q3 2024
Added 138.07%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
113,261
shares
|
$3.14 Million
3.04% of portfolio
|
Q3 2024
Reduced 16.31%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
101,086
shares
|
$2.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
82,759
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
82,074
shares
|
$2.28 Million
0.02% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
82,041
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2024
Added 28.85%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
61,010
shares
|
$1.69 Million
1.7% of portfolio
|
Q1 2023
Reduced 5.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
59,898
shares
|
$1.66 Million
0.01% of portfolio
|
Q3 2024
Added 15.53%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
57,213
shares
|
$1.59 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
55,205
shares
|
$1.53 Million
0.02% of portfolio
|
Q3 2024
Added 5.06%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
42,040
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
41,819
shares
|
$1.16 Million
0.23% of portfolio
|
Q1 2024
Added 17.49%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
41,416
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Added 17.88%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
37,135
shares
|
$1.03 Million
0.04% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
36,632
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Added 129.78%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
36,554
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
35,799
shares
|
$992,706
0.04% of portfolio
|
Q2 2024
Reduced 51.73%
|