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 214 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
12,600
shares
|
$1.04 Million
0.02% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
12,066
shares
|
$995,083
0.02% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
12,018
shares
|
$991,124
0.01% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
11,991
shares
|
$988,897
0.03% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
11,701
shares
|
$964,981
0.01% of portfolio
|
Q3 2024
Added 108.28%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
11,637
shares
|
$959,703
0.03% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
11,607
shares
|
$957,229
0.45% of portfolio
|
Q3 2024
Added 45.93%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,515
shares
|
$867,172
0.0% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 31, 2024 Q3 2024 |
10,408
shares
|
$858,347
0.08% of portfolio
|
Q3 2024
Added 18.49%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
10,382
shares
|
$856,203
0.09% of portfolio
|
Q3 2024
Added 52.45%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
10,371
shares
|
$855,296
0.33% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
9,704
shares
|
$800,288
0.03% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,508
shares
|
$784,124
0.5% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
9,503
shares
|
$783,712
0.01% of portfolio
|
Q3 2024
Added 91.71%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
9,471
shares
|
$781,073
0.46% of portfolio
|
Q3 2024
Added 170.6%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
9,186
shares
|
$757,569
0.01% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
9,146
shares
|
$754,270
0.5% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
8,992
shares
|
$741,570
0.07% of portfolio
|
Q3 2024
Added 51.35%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
8,645
shares
|
$712,953
0.02% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
8,416
shares
|
$694,067
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
8,213
shares
|
$677,326
0.0% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
8,087
shares
|
$666,934
0.22% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
8,083
shares
|
$666,605
0.01% of portfolio
|
Q3 2024
Reduced 5.53%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
8,023
shares
|
$661,656
0.05% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
7,893
shares
|
$650,935
0.04% of portfolio
|
Q3 2024
Reduced 3.88%
|