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 81 institutions that hold shares in the stock, with a total of 3.03 Million shares, which have been reported (via 13F filing form) to have a value of $85.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
11,120
shares
|
$315,808
0.0% of portfolio
|
Q4 2024
Reduced 38.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
9,950
shares
|
$282,580
0.01% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
1776 Wealth LLC
|
Feb 10, 2025 Q4 2024 |
9,319
shares
|
$264,659
0.12% of portfolio
|
Q4 2024
Reduced 10.1%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
9,136
shares
|
$259,462
0.07% of portfolio
|
Q4 2024
Added 26.33%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
8,647
shares
|
$245,574
0.01% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Feb 12, 2025 Q4 2024 |
8,474
shares
|
$240,661
0.1% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
8,154
shares
|
$231,573
0.01% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
7,928
shares
|
$225,155
0.03% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
7,853
shares
|
$223,025
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
7,591
shares
|
$215,584
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
7,245
shares
|
$205,758
0.09% of portfolio
|
Q3 2023
Reduced 22.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
6,365
shares
|
$180,766
0.01% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
5,452
shares
|
$154,836
0.01% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
4,342
shares
|
$123,312
0.08% of portfolio
|
Q2 2024
Added 0.79%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,969
shares
|
$112,719
0.0% of portfolio
|
Q4 2024
Reduced 53.67%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
3,410
shares
|
$96,844
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
2,508
shares
|
$71,227
0.01% of portfolio
|
Q4 2024
Added 54.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,007
shares
|
$56,998
0.0% of portfolio
|
Q4 2024
Added 10.52%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
1,217
shares
|
$34,562
0.0% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
409
shares
|
$11,615
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
356
shares
|
$10,110
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
295
shares
|
$8,378
0.0% of portfolio
|
Q1 2019
Added 112.2%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
233
shares
|
$6,617
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
88
shares
|
$2,499
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
69
shares
|
$1,959
0.0% of portfolio
|
Q4 2024
Added 30.19%
|