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 323 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.88 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
46,609
shares
|
$3.17 Million
0.88% of portfolio
|
Q1 2025
Added 68.0%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
46,092
shares
|
$3.13 Million
0.79% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Feb 14, 2025 Q4 2024 |
45,934
shares
|
$3.12 Million
0.52% of portfolio
|
Q4 2024
Added 19.94%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
45,094
shares
|
$3.07 Million
0.01% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
43,860
shares
|
$2.98 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
43,627
shares
|
$2.97 Million
0.0% of portfolio
|
Q4 2024
Added 16.71%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
43,338
shares
|
$2.95 Million
1.44% of portfolio
|
Q4 2024
Reduced 4.13%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
43,312
shares
|
$2.95 Million
0.06% of portfolio
|
Q4 2024
Added 83.6%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
40,844
shares
|
$2.78 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
39,407
shares
|
$2.68 Million
0.38% of portfolio
|
Q1 2025
Added 120.09%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
39,340
shares
|
$2.68 Million
0.42% of portfolio
|
Q1 2025
Added 31.81%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
38,642
shares
|
$2.63 Million
1.44% of portfolio
|
Q1 2025
Added 4.08%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Apr 16, 2025 Q1 2025 |
38,340
shares
|
$2.61 Million
2.45% of portfolio
|
Q1 2025
Added 8.37%
|
|
|
Pcg Wealth Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
37,916
shares
|
$2.58 Million
1.14% of portfolio
|
Q4 2024
Reduced 21.24%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
37,234
shares
|
$2.53 Million
0.19% of portfolio
|
Q1 2025
Added 136.42%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
36,801
shares
|
$2.5 Million
0.07% of portfolio
|
Q4 2024
Added 7.9%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Apr 23, 2025 Q1 2025 |
36,102
shares
|
$2.46 Million
1.31% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
35,440
shares
|
$2.41 Million
0.03% of portfolio
|
Q4 2024
Added 51.71%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
35,294
shares
|
$2.4 Million
0.08% of portfolio
|
Q1 2025
Added 4.43%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
35,227
shares
|
$2.4 Million
1.47% of portfolio
|
Q2 2024
Reduced 64.18%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
35,206
shares
|
$2.39 Million
1.28% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
35,149
shares
|
$2.39 Million
0.0% of portfolio
|
Q4 2024
Added 672.17%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
34,354
shares
|
$2.34 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
34,256
shares
|
$2.33 Million
0.04% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
32,887
shares
|
$2.24 Million
0.15% of portfolio
|
Q1 2025
Added 9.96%
|