Purchases and Sales Made in Q1 2023 in First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
16+ 5.71% |
$469 - $489
|
296
$8.44K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.53% |
$29.3 - $30.6
|
188
$5.36K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1Closed |
$29.3 - $30.6
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-67- 60.36% |
$1.97K - $2.05K
|
44
$1.25K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-124- 7.21% |
$3.64K - $3.79K
|
1.6K
$45.5K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-139- 1.17% |
$4.08K - $4.25K
|
11.7K
$335K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-150- 8.96% |
$4.4K - $4.59K
|
1.53K
$43.5K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-248- 38.69% |
$7.27K - $7.58K
|
393
$11.2K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-356- 2.82% |
$10.4K - $10.9K
|
12.3K
$350K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-390- 0.86% |
$11.4K - $11.9K
|
45.1K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-473- 26.88% |
$13.9K - $14.5K
|
1.29K
$36.7K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-609- 1.64% |
$17.9K - $18.6K
|
36.5K
$1.04M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-736- 5.47% |
$21.6K - $22.5K
|
12.7K
$362K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.08K- 13.14% |
$31.7K - $33K
|
7.14K
$204K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.63K- 8.02% |
$47.7K - $49.7K
|
18.6K
$532K
|
|
|
May 04, 2023
Q1 2023
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-2.03K- 19.11% |
$59.6K - $62.2K
|
8.6K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.25K- 15.08% |
$66.1K - $68.9K
|
12.7K
$362K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.3K- 7.96% |
$67.5K - $70.4K
|
26.6K
$759K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Wealth Management, LLC
Atlanta, GA |
SELL
|
- |
-3.67K- 5.67% |
$108K - $112K
|
61K
$1.74M
|
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.55K- 5.96% |
$134K - $139K
|
71.9K
$2.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.97K- 19.41% |
$146K - $152K
|
20.6K
$588K
|
|
|
Dec 13, 2024
Q1 2023
|
Smart Wealth LLC
Omaha, NE |
SELL
|
- |
-5.25K- 11.99% |
$154K - $161K
|
38.5K
$1.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-6.05K- 4.78% |
$177K - $185K
|
121K
$3.44M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-6.9K- 27.87% |
$202K - $211K
|
17.8K
$509K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-7.53K- 2.27% |
$221K - $230K
|
324K
$9.25M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.69K- 9.32% |
$255K - $266K
|
84.6K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.6K- 4.61% |
$312K - $325K
|
220K
$6.28M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-13.5K- 50.48% |
$395K - $411K
|
13.2K
$376K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14.2K- 23.09% |
$416K - $434K
|
47.2K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-36.3K- 55.57% |
$1.06M - $1.11M
|
29K
$827K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-38.8K- 5.51% |
$1.14M - $1.19M
|
665K
$19M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-49.2K- 21.57% |
$1.44M - $1.5M
|
179K
$5.1M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-55.4K- 15.94% |
$1.63M - $1.69M
|
292K
$8.33M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-76.6K- 29.03% |
$2.25M - $2.34M
|
187K
$5.34M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-82K- 52.17% |
$2.4M - $2.51M
|
75.2K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-140K- 54.11% |
$4.11M - $4.29M
|
119K
$3.39M
|