Purchases and Sales Made in Q4 2024 in First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR) during Q4 2024. 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 |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
84.4KNew |
$2.32M - $2.4M
|
84.4K
$2.4M
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
11.2K+ 9.65% |
$307K - $317K
|
127K
$3.61M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
9.98K+ 81.18% |
$274K - $284K
|
22.3K
$633K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
8.76K+ 24.94% |
$240K - $249K
|
43.9K
$1.25M
|
|
Feb 05, 2025
Q4 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7.59KNew |
$208K - $216K
|
7.59K
$216K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.74K+ 49.33% |
$130K - $135K
|
14.3K
$408K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
3.41KNew |
$93.6K - $96.9K
|
3.41K
$97K
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
1.9K+ 26.33% |
$52.2K - $54.1K
|
9.14K
$260K
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
1.63K+ 8.05% |
$44.7K - $46.3K
|
21.9K
$622K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
647+ 4.27% |
$17.8K - $18.4K
|
15.8K
$450K
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
411+ 1.88% |
$11.3K - $11.7K
|
22.2K
$632K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
356New |
$9.77K - $10.1K
|
356
$10.1K
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
339+ 1.82% |
$9.3K - $9.63K
|
18.9K
$539K
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
233New |
$6.39K - $6.62K
|
233
$6.63K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
191+ 10.52% |
$5.24K - $5.43K
|
2.01K
$57.1K
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
88New |
$2.41K - $2.5K
|
88
$2.5K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
44New |
$1.21K - $1.25K
|
44
$1.25K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-105- 1.04% |
$2.88K - $2.98K
|
9.95K
$283K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-115- 1.39% |
$3.16K - $3.27K
|
8.15K
$232K
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-383- 2.75% |
$10.5K - $10.9K
|
13.5K
$385K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-623- 6.72% |
$17.1K - $17.7K
|
8.65K
$246K
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-706- 8.18% |
$19.4K - $20.1K
|
7.93K
$226K
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-1.45K- 99.79% |
$39.7K - $41.2K
|
3
$85.4
|
|
Jan 29, 2025
Q4 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
SELL
|
- |
-3.32K- 2.93% |
$91.2K - $94.5K
|
110K
$3.13M
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-3.71K- 13.18% |
$102K - $105K
|
24.4K
$694K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-4.6K- 53.67% |
$126K - $131K
|
3.97K
$113K
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-6.86K- 38.16% |
$188K - $195K
|
11.1K
$316K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-13K- 30.87% |
$356K - $369K
|
29.1K
$827K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22.2K- 21.92% |
$608K - $630K
|
78.9K
$2.25M
|