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 354 institutions that hold shares in the stock, with a total of 34.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
177,955
shares
|
$16.4 Million
0.08% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
177,688
shares
|
$16.4 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Next Level Private LLC
Harrison, NY |
Jul 08, 2025 Q2 2025 |
175,579
shares
|
$16.2 Million
4.98% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
166,803
shares
|
$15.4 Million
8.7% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Parkside Investments, LLC
|
Jul 18, 2025 Q2 2025 |
159,644
shares
|
$14.7 Million
1.85% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Presidio Capital Management, LLC
|
Jul 09, 2025 Q2 2025 |
152,503
shares
|
$14.1 Million
4.8% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
138,773
shares
|
$12.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.65%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Aug 04, 2025 Q2 2025 |
136,895
shares
|
$12.6 Million
6.92% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
117,515
shares
|
$10.9 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
115,111
shares
|
$10.6 Million
0.0% of portfolio
|
Q1 2025
Added 34.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
107,412
shares
|
$9.92 Million
0.02% of portfolio
|
Q2 2025
Added 19.66%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
100,583
shares
|
$9.29 Million
0.05% of portfolio
|
Q4 2024
Added 41.39%
|
|
|
Crumly & Associates Inc.
|
Jul 02, 2025 Q2 2025 |
99,714
shares
|
$9.21 Million
2.43% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Aug 05, 2025 Q2 2025 |
99,372
shares
|
$9.18 Million
4.49% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
98,966
shares
|
$9.14 Million
0.01% of portfolio
|
Q2 2025
Added 42.78%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
97,533
shares
|
$9.01 Million
0.14% of portfolio
|
Q2 2025
Added 290.02%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
91,431
shares
|
$8.45 Million
0.15% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
87,086
shares
|
$8.05 Million
0.02% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Jul 29, 2025 Q2 2025 |
84,344
shares
|
$7.79 Million
2.93% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
78,176
shares
|
$7.22 Million
0.03% of portfolio
|
Q2 2025
Added 40.79%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
77,800
shares
|
$7.19 Million
0.02% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
76,673
shares
|
$7.08 Million
3.73% of portfolio
|
Q2 2025
Added 15.63%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
73,419
shares
|
$6.78 Million
0.4% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
71,631
shares
|
$6.62 Million
0.49% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
67,428
shares
|
$6.23 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.6%
|