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 |
|---|---|---|---|---|---|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jul 08, 2025 Q2 2025 |
51,530
shares
|
$4.76 Million
1.99% of portfolio
|
Q2 2025
Added 33.35%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
50,841
shares
|
$4.7 Million
2.13% of portfolio
|
Q2 2025
Added 11.53%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
50,497
shares
|
$4.66 Million
1.01% of portfolio
|
Q2 2025
Added 8.34%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
50,319
shares
|
$4.65 Million
0.22% of portfolio
|
Q2 2025
Reduced 15.16%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Jul 30, 2025 Q2 2025 |
50,014
shares
|
$4.62 Million
1.73% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
49,695
shares
|
$4.59 Million
1.12% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
48,482
shares
|
$4.48 Million
0.47% of portfolio
|
Q2 2025
Added 8.09%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
48,115
shares
|
$4.44 Million
0.48% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
47,949
shares
|
$4.43 Million
0.98% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
47,645
shares
|
$4.4 Million
0.26% of portfolio
|
Q2 2025
Added 27.96%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
47,142
shares
|
$4.35 Million
0.15% of portfolio
|
Q2 2025
Added 146.74%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
45,026
shares
|
$4.16 Million
0.01% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
45,020
shares
|
$4.16 Million
0.0% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
43,671
shares
|
$4.03 Million
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
43,289
shares
|
$4 Million
0.26% of portfolio
|
Q2 2025
Added 4.83%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
41,112
shares
|
$3.8 Million
0.08% of portfolio
|
Q2 2025
Added 7.07%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
41,051
shares
|
$3.79 Million
0.76% of portfolio
|
Q2 2025
Reduced 10.94%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
40,960
shares
|
$3.78 Million
1.1% of portfolio
|
Q1 2025
Added 50.85%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
40,077
shares
|
$3.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
39,629
shares
|
$3.66 Million
0.05% of portfolio
|
Q2 2025
Added 16.41%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jul 17, 2025 Q2 2025 |
37,308
shares
|
$3.45 Million
1.43% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
37,282
shares
|
$3.44 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
37,025
shares
|
$3.42 Million
0.02% of portfolio
|
Q2 2025
Added 17.91%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
36,971
shares
|
$3.42 Million
0.07% of portfolio
|
Q2 2025
Added 21.12%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
36,288
shares
|
$3.35 Million
0.77% of portfolio
|
Q2 2025
Added 19.13%
|