FIRST TRUST EXCHANGE-TRADED FUND VII - FAAR
Detailed investor-level table based on 13F positions.
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | History | Added to | 1,735,102 | 54,863 | 0.03% | 0.01% | 1 | +1,432,463 | 473.32% | Q2 2026 | Aug 11, 2026 |
| MORGAN STANLEY | History | Added to | 524,216 | 16,575 | 0.0% | 0.0% | 2 | +241,093 | 85.15% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | Added to | 342,239 | 10,821 | 0.02% | 0.02% | 3 | +64,402 | 23.18% | Q2 2026 | Jul 30, 2026 |
| LPL Financial LLC | History | Reduced | 196,874 | 6,225 | 0.0% | 0.0% | 4 | -328,859 | -62.55% | Q2 2026 | Aug 07, 2026 |
| Cetera Investment Advisers | History | Reduced | 176,439 | 5,578 | 0.01% | 0.01% | 5 | -71,154 | -28.74% | Q2 2026 | Aug 12, 2026 |
| RFG Advisory, LLC | History | Added to | 169,240 | 5,351 | 0.08% | 0.07% | 6 | +48,676 | 40.37% | Q2 2026 | Jul 15, 2026 |
| Center For Asset Management LLC | History | Added to | 120,665 | 3,815 | 1.69% | 1.88% | 7 | +8,567 | 7.64% | Q2 2026 | Jul 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 108,427 | 3,428 | 0.0% | 0.0% | 8 | +15,631 | 16.84% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 90,438 | 2,859 | 0.0% | 0.0% | 9 | +12,103 | 15.45% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 88,247 | 2,790 | 0.0% | 0.01% | 10 | +214 | 0.24% | Q2 2026 | Aug 13, 2026 |
| Simplicity Wealth,LLC | History | Added to | 81,186 | 2,567 | 0.09% | 0.1% | 11 | +29,001 | 55.57% | Q2 2026 | Aug 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 80,571 | 2,547 | 0.0% | 0.0% | 12 | -309,913 | -79.37% | Q2 2026 | Sep 23, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 54,372 | 1,719 | 0.04% | 0.04% | 13 | -1,301 | -2.34% | Q2 2026 | Aug 13, 2026 |
| LexAurum Advisors, LLC | History | Added to | 52,640 | 1,664 | 0.19% | 0.2% | 14 | +7,436 | 16.45% | Q2 2026 | Jul 15, 2026 |
| AE Wealth Management LLC | History | Added to | 48,560 | 1,535 | 0.01% | 0.01% | 15 | +2,831 | 6.19% | Q2 2026 | Aug 03, 2026 |
| VIMA LLC | History | New | 32,974 | 1,042 | 1.02% | — | 16 | +32,974 | New | Q2 2026 | Jul 24, 2026 |
| Pinnacle Family Advisors, LLC | History | Reduced | 27,914 | 882 | 0.37% | 0.5% | 17 | -3,599 | -11.42% | Q2 2026 | Aug 14, 2026 |
| GeoWealth Management, LLC | History | Reduced | 23,382 | 739 | 0.02% | 0.04% | 18 | -5,849 | -20.01% | Q2 2026 | Jul 30, 2026 |
| Advisors Preferred, LLC | History | Added to | 22,671 | 712 | 0.11% | 0.04% | 19 | +15,109 | 199.8% | Q2 2026 | Aug 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 22,074 | 697 | 0.0% | 0.0% | 20 | +11,087 | 100.91% | Q2 2026 | Aug 12, 2026 |
| World Investment Advisors | History | Reduced | 17,354 | 585 | 0.01% | 0.01% | 21 | -3,526 | -16.89% | Q2 2026 | Aug 13, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 17,922 | 566 | 0.01% | 0.01% | 22 | -253 | -1.39% | Q2 2026 | Aug 10, 2026 |
| Balboa Wealth Partners | History | Reduced | 17,793 | 562 | 0.08% | 0.1% | 23 | -73 | -0.41% | Q2 2026 | Aug 10, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 15,411 | 487 | 0.18% | 0.23% | 24 | -794 | -4.9% | Q2 2026 | Jul 30, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 15,264 | 482 | 0.06% | 0.07% | 25 | -34 | -0.22% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | New | 14,269 | 451 | 0.0% | — | 26 | +14,269 | New | Q2 2026 | Sep 08, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 13,492 | 426 | 0.13% | 0.17% | 27 | -684 | -4.83% | Q2 2026 | Jul 16, 2026 |
| Gateway Wealth Partners, LLC | History | Reduced | 13,090 | 413 | 0.02% | 0.1% | 28 | -62,483 | -82.68% | Q2 2026 | Aug 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 12,256 | 387 | 0.01% | 0.02% | 29 | -17,477 | -58.78% | Q2 2026 | Jul 20, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 11,345 | 358 | 0.0% | 0.0% | 30 | -5,408 | -32.28% | Q2 2026 | Jul 29, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 10,091 | 319 | 0.0% | 0.03% | 31 | -85,914 | -89.49% | Q2 2026 | Jul 24, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 10,071 | 318 | 0.09% | 0.11% | 32 | -151 | -1.48% | Q2 2026 | Aug 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 9,456 | 298 | 0.01% | 0.01% | 33 | -1,756 | -15.66% | Q2 2026 | Aug 13, 2026 |
| Coppell Advisory Solutions LLC | History | New | 297,893 | 269 | 0.02% | — | 34 | +297,893 | New | Q2 2026 | Aug 14, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 8,432 | 266 | 0.08% | 0.1% | 36 | -9,782 | -53.71% | Q2 2026 | Jul 27, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,441 | 266 | 0.01% | 0.01% | 35 | +107 | 1.28% | Q2 2026 | Aug 14, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 8,083 | 255 | 0.02% | 0.03% | 37 | +55 | 0.69% | Q2 2026 | Jul 16, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 7,310 | 231 | 0.01% | 0.02% | 38 | -1,869 | -20.36% | Q2 2026 | Aug 04, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 6,713 | 212 | 0.08% | 0.12% | 39 | -1,237 | -15.56% | Q2 2026 | Aug 11, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 6,910 | 212 | 0.01% | 0.02% | 40 | +216 | 3.23% | Q2 2026 | Aug 10, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 6,437 | 203 | 0.0% | 0.0% | 41 | -115 | -1.76% | Q2 2026 | Jul 22, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,300 | 199 | 0.0% | 0.0% | 42 | -839 | -11.75% | Q2 2026 | Aug 05, 2026 |
| Rossby Financial, LCC | History | Added to | 5,029 | 159 | 0.03% | 0.03% | 43 | +42 | 0.84% | Q2 2026 | Aug 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,649 | 116 | 0.0% | 0.0% | 44 | +252 | 7.42% | Q2 2026 | Aug 14, 2026 |
| Ascentis Independent Advisors | History | No change | 3,555 | 112 | 0.3% | 0.01% | 45 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,419 | 108 | 0.0% | 0.0% | 46 | +527 | 18.22% | Q2 2026 | Jul 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 3,018 | 94 | 0.01% | — | 47 | +3,018 | New | Q2 2026 | Jul 22, 2026 |
| UBS Group AG | History | Added to | 2,750 | 86 | 0.0% | — | 48 | +2,744 | 45733.33% | Q2 2026 | Aug 13, 2026 |
| Synergy Investment Management, LLC | History | No change | 2,414 | 76 | 0.02% | 0.03% | 49 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 2,329 | 73 | 0.0% | 0.0% | 50 | -3,520 | -60.18% | Q2 2026 | Aug 12, 2026 |
| Global Retirement Partners, LLC | History | New | 803 | 25 | 0.0% | — | 51 | +803 | New | Q2 2026 | Aug 06, 2026 |
| My Portfolio Guide, LLC | History | No change | 607 | 20 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 402 | 12 | 0.01% | 0.01% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| IFG Advisory, LLC | History | New | 366 | 11 | 0.0% | — | 55 | +366 | New | Q2 2026 | Aug 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 349 | 11 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Spire Wealth Management | History | Reduced | 223 | 7 | 0.0% | 0.0% | 56 | -30 | -11.86% | Q2 2026 | Jul 15, 2026 |
| CWM, LLC | History | No change | 185 | 6 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 109 | 3 | 0.0% | — | 58 | +109 | New | Q2 2026 | Aug 13, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | Reduced | 84 | 2 | 0.0% | 0.0% | 59 | -30 | -26.32% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 76 | 2 | 0.0% | 0.0% | 60 | +1 | 1.33% | Q2 2026 | Aug 14, 2026 |
| Allworth Financial LP | History | No change | 50 | 1 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -99,397 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -80,906 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Bank of New York Mellon Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -47,811 | -100.0% | Q2 2026 | Aug 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -44,203 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,140 | -100.0% | Q2 2026 | Aug 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,759 | -100.0% | Q2 2026 | Jul 20, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -10,473 | -100.0% | Q2 2026 | Jul 28, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,988 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -8,548 | -100.0% | Q2 2026 | Sep 23, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,180 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.26% | — | -7,264 | -100.0% | Q2 2026 | Jul 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -6,180 | -100.0% | Q2 2026 | Aug 19, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -881 | -100.0% | Q2 2026 | Jul 20, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -534 | -100.0% | Q2 2026 | Jul 27, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -380 | -100.0% | Q2 2026 | Jul 30, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -368 | -100.0% | Q2 2026 | Jul 24, 2026 |
| BlackRock, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -185 | -100.0% | Q2 2026 | Aug 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -131 | -100.0% | Q2 2026 | Jul 14, 2026 |
| Farther Finance Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q2 2026 | Jul 17, 2026 |
| Strive Financial Group ,LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | New | 1 | 0 | — | — | — | +1 | New | Q2 2026 | Aug 14, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |