Institutional Ownership First Tr Vi Rba Amern Indl Ren (AIRR)
This table provides information about the institutional ownership of First Tr Vi Rba Amern Indl Ren (AIRR). We have compiled data on the 367 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
467
shares
|
$45,378
0.0% of portfolio
|
Q2 2025
Added 14.18%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
462
shares
|
$44,892
0.01% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
451
shares
|
$43,823
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
400
shares
|
$38,868
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
393
shares
|
$38,187
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
384
shares
|
$37,313
0.02% of portfolio
|
Q2 2025
Reduced 69.57%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Sep 15, 2025 Q2 2025 |
345
shares
|
$33,523
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
345
shares
|
$33,523
0.01% of portfolio
|
Q4 2024
Added 20.21%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
337
shares
|
$32,746
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
330
shares
|
$32,066
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
315
shares
|
$30,608
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
288
shares
|
$27,984
0.0% of portfolio
|
Q1 2025
Reduced 98.53%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
228
shares
|
$22,154
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
222
shares
|
$21,571
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Jul 31, 2025 Q2 2025 |
208
shares
|
$20,211
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
194
shares
|
$18,850
0.0% of portfolio
|
Q2 2025
Added 15.48%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
183
shares
|
$17,782
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mb, Levis & Associates, LLC
Center Valley, PA |
Oct 14, 2025 Q3 2025 |
150
shares
|
$14,575
0.01% of portfolio
|
Q3 2025
Added 20.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
130
shares
|
$12,632
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
125
shares
|
$12,146
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
120
shares
|
$11,660
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
106
shares
|
$10,300
0.0% of portfolio
|
Q1 2025
Reduced 68.82%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
103
shares
|
$10,008
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
101
shares
|
$9,814
0.0% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
93
shares
|
$9,036
0.0% of portfolio
|
Q2 2025
Reduced 13.08%
|