Purchases and Sales Made in Q3 2025 in First Trust Vii Alternative Ab (FAAR)
This table provides information about the institutional ownership of First Trust Vii Alternative Ab (FAAR) during Q3 2025. 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 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-4.21K- 29.95% |
$117K - $130K
|
9.85K
$301K
|
|
|
Nov 06, 2025
Q3 2025
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-7.56K- 30.16% |
$209K - $234K
|
17.5K
$535K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-11.1K- 57.99% |
$307K - $343K
|
8.04K
$246K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-16.7K- 14.55% |
$461K - $515K
|
98K
$3M
|
|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
SELL
|
- |
-21.6K- 12.66% |
$598K - $668K
|
149K
$4.56M
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-26.7K- 22.93% |
$738K - $825K
|
89.7K
$2.74M
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-66.6K- 69.1% |
$1.84M - $2.06M
|
29.8K
$910K
|
|