| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| FIRST TRUST ALTERNATIVE OPPORTUNITIES FUND | FORMER 100% OWNER OF ADVISER | CLASS A COMMON SHARES | 38 | 02 Mar 2022 | Direct | ||
| First Trust Private Assets Fund | 10%+ Owner | Common Shares | $3,974,304 | 03 Jan 2023 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| /report/000169701923000002-vft-holdings-lp-2023-01-03 | First Trust Private Assets Fund | 03 Jan 2023 | 0 | $0 | 3 | 10%+ Owner | 06 Apr 2023, 17:43 |
| VFLEX | FIRST TRUST ALTERNATIVE OPPORTUNITIES FUND | 31 Mar 2022 | 7 | +$38.8 | 5 | FORMER 100% OWNER OF ADVISER | 13 May 2022, 21:45 |
| VFLEX | Relative Value Fund | 02 Aug 2021 | 1 | +$1,000 | 4 | 100% OWNER OF ADVISER | 04 Aug 2021, 18:18 |
| VFLEX | Relative Value Fund | 31 Mar 2021 | 2 | -$19,242 | 5 | 100% OWNER OF ADVISER | 14 May 2021, 15:56 |