FIRST TRUST EXCHANGE-TRADED FUND VII - FAAR
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 12 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK, INC | History | Added to | 648,775 | 17,581 | 0.04% | 0.01% | 1 | +499,626 | 334.98% | Q4 2025 | Jan 23, 2026 |
| LPL Financial LLC | History | Added to | 420,109 | 11,384 | 0.0% | 0.0% | 2 | +71,105 | 20.37% | Q4 2025 | Feb 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 368,689 | 9,991 | 0.0% | 0.0% | 3 | +11,901 | 3.34% | Q4 2025 | Feb 10, 2026 |
| Coppell Advisory Solutions LLC | History | Added to | 287,296 | 7,842 | 0.77% | 0.86% | 4 | +22,157 | 8.36% | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 272,684 | 7,389 | 0.01% | 0.0% | 5 | +87,872 | 47.55% | Q4 2025 | Feb 13, 2026 |
| Cetera Investment Advisers | History | Added to | 226,857 | 6,147 | 0.01% | 0.01% | 6 | +21,417 | 10.42% | Q4 2025 | Feb 17, 2026 |
| Center For Asset Management LLC | History | New | 120,801 | 3,273 | 1.71% | — | 7 | +120,801 | New | Q4 2025 | Jan 21, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 100,010 | 2,711 | 0.03% | 0.02% | 8 | +28,488 | 39.83% | Q4 2025 | Feb 02, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 98,098 | 2,658 | 0.0% | 0.0% | 9 | +121 | 0.12% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 83,693 | 2,268 | 0.0% | 0.01% | 10 | -6,014 | -6.7% | Q4 2025 | Feb 17, 2026 |
| RFG Advisory, LLC | History | Added to | 81,505 | 2,208 | 0.04% | 0.04% | 11 | +19,619 | 31.7% | Q4 2025 | Feb 03, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 77,044 | 2,088 | 0.01% | 0.01% | 12 | +1,041 | 1.37% | Q4 2025 | Feb 05, 2026 |
| MORGAN STANLEY | History | Added to | 71,059 | 1,925 | 0.0% | 0.0% | 13 | +70,592 | 15116.06% | Q4 2025 | Feb 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 68,833 | 1,865 | 0.0% | 0.0% | 14 | +3,299 | 5.03% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Added to | 59,205 | 1,604 | 0.0% | 0.0% | 15 | +5,939 | 11.15% | Q4 2025 | Feb 10, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 57,134 | 1,548 | 0.04% | 0.04% | 16 | +5,437 | 10.52% | Q4 2025 | Feb 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 45,624 | 1,236 | 0.01% | 0.01% | 17 | +5,645 | 14.12% | Q4 2025 | Feb 12, 2026 |
| IFP Advisors, Inc | History | Added to | 43,768 | 1,186 | 0.03% | 0.03% | 18 | +2,272 | 5.48% | Q4 2025 | Feb 06, 2026 |
| Simplicity Wealth,LLC | History | Added to | 43,673 | 1,183 | 0.07% | 0.05% | 19 | +13,889 | 46.63% | Q4 2025 | Jan 30, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 33,101 | 897 | 0.1% | 0.09% | 20 | +10,193 | 44.5% | Q4 2025 | Feb 11, 2026 |
| GeoWealth Management, LLC | History | Added to | 31,881 | 863 | 0.03% | 0.03% | 21 | +4,584 | 16.79% | Q4 2025 | Feb 17, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 29,656 | 804 | 0.0% | 0.0% | 22 | +2,512 | 9.25% | Q4 2025 | Feb 11, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 29,272 | 793 | 0.35% | 0.39% | 23 | +27 | 0.09% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 21,501 | 582 | 0.0% | 0.0% | 24 | -7,716 | -26.41% | Q4 2025 | Feb 12, 2026 |
| World Investment Advisors | History | Added to | 21,260 | 576 | 0.01% | 0.01% | 25 | +5,886 | 38.29% | Q4 2025 | Mar 12, 2026 |
| AE Wealth Management LLC | History | Added to | 20,552 | 556 | 0.0% | 0.0% | 26 | +1,292 | 6.71% | Q4 2025 | Jan 26, 2026 |
| Richmond Investment Services, LLC | History | Added to | 19,384 | 525 | 0.09% | 0.11% | 27 | +312 | 1.64% | Q4 2025 | Feb 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 18,302 | 495 | 0.01% | 0.01% | 28 | +35 | 0.19% | Q4 2025 | Feb 03, 2026 |
| Triad Wealth Partners, LLC | History | New | 17,763 | 481 | 0.05% | — | 30 | +17,763 | New | Q4 2025 | Jan 22, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Added to | 17,751 | 481 | 0.17% | 0.21% | 29 | +192 | 1.09% | Q4 2025 | Jan 26, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 17,497 | 474 | 0.2% | 0.23% | 31 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Balboa Wealth Partners | History | Added to | 17,333 | 469 | 0.08% | 0.09% | 32 | +330 | 1.94% | Q4 2025 | Jan 16, 2026 |
| TFB Advisors LLC | History | Added to | 15,808 | 428 | 0.12% | 0.12% | 33 | +2,322 | 17.22% | Q4 2025 | Feb 13, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Added to | 15,447 | 418 | 0.07% | 0.08% | 34 | +242 | 1.59% | Q4 2025 | Feb 17, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,870 | 403 | 0.0% | 0.0% | 35 | -1,351 | -8.33% | Q4 2025 | Jan 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 11,695 | 316 | 0.0% | 0.0% | 36 | +810 | 7.44% | Q4 2025 | Feb 13, 2026 |
| Atria Investments, Inc | History | Added to | 11,597 | 314 | 0.0% | 0.0% | 37 | +1,562 | 15.57% | Q4 2025 | Feb 05, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 10,396 | 281 | 0.01% | 0.01% | 38 | +121 | 1.18% | Q4 2025 | Feb 17, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Added to | 10,365 | 280 | 0.09% | 0.1% | 39 | +19 | 0.18% | Q4 2025 | Feb 03, 2026 |
| Signal Advisors Wealth, LLC | History | Added to | 10,041 | 272 | 0.02% | 0.03% | 40 | +765 | 8.25% | Q4 2025 | Jan 13, 2026 |
| Global Retirement Partners, LLC | History | Added to | 9,241 | 250 | 0.0% | 0.01% | 41 | +225 | 2.5% | Q4 2025 | Feb 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,604 | 233 | 0.0% | — | 42 | +8,604 | New | Q4 2025 | Feb 18, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,509 | 230 | 0.0% | 0.0% | 43 | +465 | 5.78% | Q4 2025 | Feb 06, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Added to | 8,455 | 229 | 0.11% | 0.12% | 44 | +667 | 8.56% | Q4 2025 | Feb 17, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 7,502 | 203 | 0.02% | — | 45 | +7,502 | New | Q4 2025 | Jan 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 7,457 | 202 | 0.0% | 0.0% | 46 | -2,496 | -25.08% | Q4 2025 | Feb 13, 2026 |
| Mutual Advisors, LLC | History | Added to | 7,398 | 200 | 0.0% | 0.0% | 47 | +25 | 0.34% | Q4 2025 | Feb 02, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,645 | 152 | 0.0% | 0.0% | 48 | +1,349 | 31.4% | Q4 2025 | Feb 09, 2026 |
| Rossby Financial, LCC | History | Reduced | 4,345 | 117 | 0.04% | 0.05% | 49 | -542 | -11.09% | Q4 2025 | Feb 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | New | 3,729 | 101 | 0.03% | — | 50 | +3,729 | New | Q4 2025 | Feb 05, 2026 |
| ROYAL BANK OF CANADA | History | New | 3,387 | 91 | 0.0% | — | 51 | +3,387 | New | Q4 2025 | Feb 17, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,205 | 59 | 0.0% | 0.0% | 52 | +381 | 20.89% | Q4 2025 | Jan 13, 2026 |
| Sound Income Strategies, LLC | History | New | 1,109 | 31 | 0.0% | — | 53 | +1,109 | New | Q4 2025 | Jan 21, 2026 |
| Allworth Financial LP | History | New | 928 | 25 | 0.0% | — | 54 | +928 | New | Q4 2025 | Feb 05, 2026 |
| Parallel Advisors, LLC | History | New | 540 | 14 | 0.0% | — | 55 | +540 | New | Q4 2025 | Feb 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 457 | 12 | 0.0% | 0.0% | 56 | +79 | 20.9% | Q4 2025 | Feb 06, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | New | 402 | 10 | 0.01% | — | 59 | +402 | New | Q4 2025 | Feb 19, 2026 |
| Signature Equity Partners, LLC | History | New | 375 | 10 | 0.01% | — | 58 | +375 | New | Q4 2025 | Feb 17, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 403 | 10 | 0.01% | 0.01% | 57 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Spire Wealth Management | History | No change | 181 | 4 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | New | 135 | 3 | 0.0% | — | 61 | +135 | New | Q4 2025 | Jan 21, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 112 | 3 | 0.0% | 0.0% | 62 | -112 | -50.0% | Q4 2025 | Feb 18, 2026 |
| Farther Finance Advisors, LLC | History | New | 58 | 1 | 0.0% | — | 63 | +58 | New | Q4 2025 | Jan 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,214 | -100.0% | Q3 2025 | Nov 14, 2025 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,468 | -100.0% | Q3 2025 | Oct 31, 2025 |
| PFG Advisors | History | Closed out | 0 | 0 | — | 0.01% | — | -9,852 | -100.0% | Q3 2025 | Nov 13, 2025 |
| 1776 Wealth LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,473 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Sigma Planning Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -7,637 | -100.0% | Q3 2025 | Nov 10, 2025 |
| Apollon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,174 | -100.0% | Q3 2025 | Oct 17, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,300 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Ameritas Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -233 | -100.0% | Q3 2025 | Nov 06, 2025 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JPMORGAN CHASE & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q3 2025 | Nov 26, 2025 |
| Lloyd Advisory Services, LLC. | History | New | 7 | 0 | — | — | — | +7 | New | Q4 2025 | Feb 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |