Purchases and Sales Made in Q3 2023 in First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
87.8K+ 58.71% |
$2.48M - $2.63M
|
237K
$6.58M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
72.7K+ 19.86% |
$2.05M - $2.18M
|
439K
$12.2M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
46.1KNew |
$1.3M - $1.38M
|
46.1K
$1.28M
|
|
Nov 14, 2023
Q3 2023
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
45.8KNew |
$1.29M - $1.37M
|
45.8K
$1.27M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15.2K+ 893.17% |
$428K - $455K
|
16.9K
$468K
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
12.9K+ 42.67% |
$364K - $386K
|
43.1K
$1.19M
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
11.3K+ 53.29% |
$320K - $339K
|
32.6K
$903K
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 258.28% |
$316K - $335K
|
15.5K
$430K
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
10.6K+ 39.79% |
$299K - $318K
|
37.2K
$1.03M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
9.65K+ 6.23% |
$273K - $289K
|
164K
$4.56M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8.22K+ 13.02% |
$232K - $246K
|
71.3K
$1.98M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.94K+ 17.27% |
$224K - $238K
|
53.9K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
7.85KNew |
$222K - $235K
|
7.85K
$218K
|
|
Nov 13, 2023
Q3 2023
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
7.52K+ 83.14% |
$212K - $225K
|
16.6K
$459K
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
7.47K+ 30.77% |
$211K - $224K
|
31.8K
$881K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
7.44K+ 11.13% |
$210K - $223K
|
74.3K
$2.06M
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
7.2KNew |
$203K - $216K
|
7.2K
$200K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
6.27K+ 1.75% |
$177K - $188K
|
364K
$10.1M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.64K+ 33.77% |
$159K - $169K
|
22.3K
$619K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
BUY
|
- |
2.88K+ 12.91% |
$81.3K - $86.3K
|
25.2K
$698K
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
2.01K+ 5.88% |
$56.8K - $60.3K
|
36.2K
$1M
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.93KNew |
$54.5K - $57.9K
|
1.93K
$53.5K
|
|
Nov 13, 2023
Q3 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.69K+ 9.89% |
$47.8K - $50.7K
|
18.8K
$521K
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.65K+ 9.3% |
$46.6K - $49.5K
|
19.4K
$538K
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.49KNew |
$41.9K - $44.5K
|
1.49K
$41.2K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.03K+ 1.19% |
$28.9K - $30.7K
|
87.5K
$2.43M
|
|
Nov 14, 2023
Q3 2023
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
962+ 6.71% |
$27.2K - $28.8K
|
15.3K
$424K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
503+ 3.89% |
$14.2K - $15.1K
|
13.4K
$373K
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
390New |
$11K - $11.7K
|
390
$10.8K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
371+ 2.75% |
$10.5K - $11.1K
|
13.8K
$384K
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
293+ 0.68% |
$8.27K - $8.78K
|
43.7K
$1.21M
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
113New |
$3.19K - $3.39K
|
113
$3.13K
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
53+ 0.15% |
$1.5K - $1.59K
|
35.4K
$980K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
23+ 1.48% |
$650 - $690
|
1.57K
$43.6K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
10New |
$282 - $300
|
10
$277
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
10+ 0.86% |
$282 - $300
|
1.18K
$32.7K
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.67% |
$56.5 - $60
|
300
$8.32K
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-34- 0.29% |
$960 - $1.02K
|
11.6K
$322K
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-48- 4.26% |
$1.36K - $1.44K
|
1.08K
$29.9K
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-57- 0.22% |
$1.61K - $1.71K
|
26.1K
$725K
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-74- 0.9% |
$2.09K - $2.22K
|
8.17K
$227K
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-141- 49.65% |
$3.98K - $4.23K
|
143
$3.97K
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-146- 1.37% |
$4.12K - $4.38K
|
10.5K
$291K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-147- 1.62% |
$4.15K - $4.41K
|
8.93K
$248K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-177- 1.53% |
$5K - $5.31K
|
11.4K
$317K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-279- 2.55% |
$7.88K - $8.36K
|
10.7K
$296K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-321- 1.71% |
$9.07K - $9.62K
|
18.5K
$512K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-344- 81.9% |
$9.71K - $10.3K
|
76
$2.11K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-374- 1.87% |
$10.6K - $11.2K
|
19.6K
$544K
|