Latest Institutional Transactions on First Trust Vii Alternative Ab (FAAR)
This table provides information on the latest institutional transactions involving First Trust Vii Alternative Ab (FAAR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.35K+ 9.92% |
$93.3K - $96.4K
|
37.1K
$1.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
1+ 0.07% |
$27.8 - $28.8
|
1.45K
$41.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
665+ 0.35% |
$18.5K - $19.1K
|
192K
$5.47M
|
|
|
Nov 06, 2024
Q3 2024
|
1776 Wealth LLC
|
SELL
|
- |
-2.34K- 18.39% |
$65K - $67.2K
|
10.4K
$295K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.42K+ 0.42% |
$39.5K - $40.8K
|
343K
$9.77M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.3K- 16.83% |
$36K - $37.3K
|
6.4K
$182K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
67.1K+ 138.07% |
$1.87M - $1.93M
|
116K
$3.29M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-834- 4.43% |
$23.2K - $24K
|
18K
$512K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-245- 0.7% |
$6.82K - $7.05K
|
34.6K
$983K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
8.05K+ 15.53% |
$224K - $232K
|
59.9K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-1.68K- 4.66% |
$46.8K - $48.4K
|
34.4K
$979K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-611- 3.32% |
$17K - $17.6K
|
17.8K
$507K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
6.05K+ 7.88% |
$168K - $174K
|
82.8K
$2.36M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-168- 0.46% |
$4.68K - $4.84K
|
36.6K
$1.04M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.01K- 27.01% |
$83.6K - $86.5K
|
8.12K
$231K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
2.53K+ 25.91% |
$70.4K - $72.8K
|
12.3K
$350K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
111+ 2.24% |
$3.09K - $3.19K
|
5.07K
$144K
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-157- 0.46% |
$4.37K - $4.52K
|
34.2K
$974K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
43New |
$1.2K - $1.24K
|
43
$1.22K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-6.93K- 42.23% |
$193K - $200K
|
9.49K
$270K
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
Hershey Financial Advisers, LLC
Lancaster, PA |
BUY
|
- |
1.8KNew |
$50.3K - $52.6K
|
1.8K
$51.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
BUY
|
- |
21.6KNew |
$605K - $632K
|
21.6K
$615K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.59KNew |
$44.6K - $46.6K
|
1.59K
$45.3K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.74K- 10.54% |
$48.6K - $50.8K
|
14.7K
$419K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
398+ 3.09% |
$11.1K - $11.7K
|
13.3K
$377K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
34+ 0.79% |
$952 - $996
|
4.34K
$124K
|
|
|
Aug 07, 2024
Q2 2024
|
Stone X Group Inc.
|
SELL
|
- |
-6.25K- 27.24% |
$175K - $183K
|
16.7K
$475K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-10.5K- 12.77% |
$295K - $308K
|
71.9K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-31- 0.32% |
$868 - $908
|
9.63K
$274K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-38.4K- 51.73% |
$1.07M - $1.12M
|
35.8K
$1.02M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
850New |
$23.8K - $24.9K
|
850
$24.2K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
741New |
$20.2K - $21.3K
|
741
$21.1K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.51KNew |
$205K - $216K
|
7.51K
$214K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.28K+ 58.96% |
$226K - $238K
|
22.3K
$635K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
10.6KNew |
$290K - $306K
|
10.6K
$302K
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
6.22K+ 17.49% |
$170K - $179K
|
41.8K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.89K+ 46.15% |
$188K - $198K
|
21.8K
$621K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-135K- 78.94% |
$3.68M - $3.89M
|
36.1K
$1.03M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9.15KNew |
$249K - $263K
|
9.15K
$260K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-34.2K- 82.74% |
$932K - $985K
|
7.14K
$203K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
41New |
$1.12K - $1.18K
|
41
$1.17K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 1.65% |
$136 - $144
|
308
$8.77K
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
488+ 5.97% |
$13.3K - $13.9K
|
8.66K
$246K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-169- 11.38% |
$4.6K - $4.82K
|
1.32K
$37.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
19.7KNew |
$538K - $564K
|
19.7K
$562K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-2.81K- 24.15% |
$76.4K - $80.1K
|
8.81K
$251K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-11.2K- 97.69% |
$304K - $319K
|
264
$7.51K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-279- 2.55% |
$7.88K - $8.36K
|
10.7K
$304K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.53KClosed |
$43.1K - $45.7K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-2.08K- 22.34% |
$58.9K - $62.5K
|
7.25K
$206K
|
|