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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LPL Financial LLC | History | Added to | 525,733 | 17,742 | 0.0% | 0.0% | 1 | +105,624 | 25.14% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 390,484 | 13,177 | 0.0% | 0.0% | 2 | +21,795 | 5.91% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 302,639 | 10,213 | 0.01% | 0.01% | 3 | +29,955 | 10.99% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 283,123 | 9,554 | 0.0% | 0.0% | 4 | +212,064 | 298.43% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 277,837 | 9,376 | 0.02% | 0.04% | 5 | -370,938 | -57.18% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 247,593 | 8,355 | 0.01% | 0.01% | 6 | +20,736 | 9.14% | Q1 2026 | May 13, 2026 |
| RFG Advisory, LLC | History | Added to | 120,564 | 4,068 | 0.07% | 0.04% | 7 | +39,059 | 47.92% | Q1 2026 | Apr 17, 2026 |
| Center For Asset Management LLC | History | Reduced | 112,098 | 3,783 | 1.88% | 1.71% | 8 | -8,703 | -7.2% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 99,397 | 3,354 | 0.0% | — | 9 | +99,397 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 96,005 | 3,240 | 0.03% | 0.03% | 10 | -4,005 | -4.0% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 92,796 | 3,131 | 0.0% | 0.0% | 11 | -5,302 | -5.4% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 88,033 | 2,970 | 0.01% | 0.0% | 12 | +4,340 | 5.19% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 80,906 | 2,730 | 0.01% | 0.01% | 13 | +3,862 | 5.01% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 78,335 | 2,643 | 0.0% | 0.0% | 14 | +9,502 | 13.8% | Q1 2026 | May 14, 2026 |
| Gateway Wealth Partners, LLC | History | Added to | 75,573 | 2,550 | 0.1% | 0.1% | 15 | +42,472 | 128.31% | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 55,673 | 1,878 | 0.04% | 0.04% | 16 | -1,461 | -2.56% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 52,185 | 1,761 | 0.1% | 0.07% | 17 | +8,512 | 19.49% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 47,811 | 1,613 | 0.0% | 0.0% | 18 | -11,394 | -19.24% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Added to | 45,729 | 1,543 | 0.01% | 0.0% | 19 | +25,177 | 122.5% | Q1 2026 | May 13, 2026 |
| LexAurum Advisors, LLC | History | New | 45,204 | 1,525 | 0.2% | — | 20 | +45,204 | New | Q1 2026 | Apr 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 44,203 | 1,491 | 0.01% | 0.01% | 21 | -1,421 | -3.11% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 36,140 | 1,220 | 0.0% | 0.0% | 22 | +6,484 | 21.86% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Family Advisors, LLC | History | Added to | 31,513 | 1,063 | 0.5% | 0.35% | 23 | +2,241 | 7.66% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 29,733 | 1,003 | 0.02% | 0.03% | 24 | -14,035 | -32.07% | Q1 2026 | Apr 13, 2026 |
| GeoWealth Management, LLC | History | Reduced | 29,231 | 986 | 0.04% | 0.03% | 25 | -2,650 | -8.31% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 20,880 | 704 | 0.01% | 0.01% | 26 | -380 | -1.79% | Q1 2026 | Apr 27, 2026 |
| Richmond Investment Services, LLC | History | Reduced | 18,214 | 614 | 0.1% | 0.09% | 27 | -1,170 | -6.04% | Q1 2026 | Apr 29, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 18,175 | 613 | 0.01% | 0.01% | 28 | -127 | -0.69% | Q1 2026 | May 13, 2026 |
| Balboa Wealth Partners | History | Added to | 17,866 | 602 | 0.1% | 0.08% | 29 | +533 | 3.08% | Q1 2026 | Apr 16, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 16,753 | 565 | 0.0% | 0.0% | 30 | -4,748 | -22.08% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 15,759 | 532 | 0.0% | 0.0% | 31 | +889 | 5.98% | Q1 2026 | Apr 07, 2026 |
| BlueChip Wealth Advisors LLC | History | Reduced | 16,205 | 520 | 0.23% | 0.2% | 32 | -1,292 | -7.38% | Q1 2026 | May 05, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 15,298 | 516 | 0.07% | 0.07% | 33 | -149 | -0.96% | Q1 2026 | May 08, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Reduced | 14,176 | 478 | 0.17% | 0.17% | 34 | -3,575 | -20.14% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,212 | 378 | 0.01% | 0.01% | 35 | +816 | 7.85% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,987 | 370 | 0.0% | 0.0% | 36 | +3,530 | 47.34% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Reduced | 10,473 | 353 | 0.0% | 0.0% | 37 | -1,124 | -9.69% | Q1 2026 | May 05, 2026 |
| FSB PREMIER WEALTH MANAGEMENT, INC. | History | Reduced | 10,222 | 344 | 0.11% | 0.09% | 38 | -143 | -1.38% | Q1 2026 | May 13, 2026 |
| Signal Advisors Wealth, LLC | History | Reduced | 9,179 | 309 | 0.02% | 0.02% | 39 | -862 | -8.58% | Q1 2026 | Apr 17, 2026 |
| JANE STREET GROUP, LLC | History | New | 8,988 | 303 | 0.0% | — | 40 | +8,988 | New | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,548 | 288 | 0.0% | 0.0% | 41 | +39 | 0.46% | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 8,334 | 281 | 0.01% | 0.0% | 42 | +936 | 12.65% | Q1 2026 | May 01, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 8,180 | 276 | 0.01% | — | 43 | +8,180 | New | Q1 2026 | May 15, 2026 |
| HBW ADVISORY SERVICES LLC | History | Added to | 8,028 | 270 | 0.03% | 0.02% | 44 | +526 | 7.01% | Q1 2026 | May 04, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 7,950 | 268 | 0.12% | 0.11% | 45 | -505 | -5.97% | Q1 2026 | May 27, 2026 |
| Advisors Preferred, LLC | History | New | 7,562 | 255 | 0.04% | — | 46 | +7,562 | New | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,241 | 250 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pacific Excel Wealth Advisors, Inc. | History | New | 7,264 | 245 | 0.26% | — | 48 | +7,264 | New | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,139 | 240 | 0.0% | 0.0% | 49 | +6,599 | 1222.04% | Q1 2026 | Jun 02, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 6,694 | 225 | 0.02% | 0.05% | 50 | -11,069 | -62.31% | Q1 2026 | Apr 16, 2026 |
| Apollon Wealth Management, LLC | History | New | 6,552 | 221 | 0.0% | — | 51 | +6,552 | New | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 6,180 | 208 | 0.0% | 0.0% | 52 | -2,424 | -28.17% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5,849 | 197 | 0.0% | 0.0% | 53 | +204 | 3.61% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 4,987 | 167 | 0.03% | 0.04% | 54 | +642 | 14.78% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 3,555 | 119 | 0.01% | — | 55 | +3,555 | New | Q1 2026 | Apr 28, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,397 | 115 | 0.0% | 0.0% | 56 | +10 | 0.3% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 3,729 | 101 | 0.03% | 0.03% | 57 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,892 | 97 | 0.0% | 0.0% | 58 | +687 | 31.16% | Q1 2026 | Apr 07, 2026 |
| Synergy Investment Management, LLC | History | New | 2,414 | 81 | 0.03% | — | 59 | +2,414 | New | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 881 | 29 | 0.0% | 0.0% | 60 | -228 | -20.56% | Q1 2026 | Apr 27, 2026 |
| My Portfolio Guide, LLC | History | New | 607 | 20 | 0.01% | — | 61 | +607 | New | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 534 | 18 | 0.0% | 0.0% | 62 | +77 | 16.85% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | New | 492 | 16 | 0.0% | — | 63 | +492 | New | Q1 2026 | May 19, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 402 | 13 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 368 | 12 | 0.01% | 0.01% | 65 | -35 | -8.68% | Q1 2026 | May 06, 2026 |
| Signature Equity Partners, LLC | History | Added to | 380 | 12 | 0.01% | 0.01% | 66 | +5 | 1.33% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 349 | 11 | 0.01% | — | 67 | +349 | New | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | Added to | 253 | 8 | 0.0% | 0.0% | 68 | +72 | 39.78% | Q1 2026 | Apr 22, 2026 |
| CWM, LLC | History | New | 185 | 6 | 0.0% | — | 69 | +185 | New | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | New | 185 | 6 | 0.0% | — | 70 | +185 | New | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 131 | 4 | 0.0% | — | 71 | +131 | New | Q1 2026 | Apr 16, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | New | 114 | 3 | 0.0% | — | 72 | +114 | New | Q1 2026 | May 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 75 | 2 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 50 | 1 | 0.0% | 0.0% | 74 | -878 | -94.61% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.77% | — | -287,296 | -100.0% | Q1 2026 | May 15, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -15,808 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,695 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |