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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,073
shares
|
$2.32 Million
0.04% of portfolio
|
Q4 2019
Reduced 91.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
24,130
shares
|
$2.23 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
24,043
shares
|
$2.22 Million
0.2% of portfolio
|
Q2 2025
Added 8.92%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
23,850
shares
|
$2.2 Million
1.12% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
23,508
shares
|
$2.17 Million
1.07% of portfolio
|
Q2 2025
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 14, 2025 Q2 2025 |
22,694
shares
|
$2.1 Million
0.67% of portfolio
|
Q2 2025
Added 13.68%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
22,686
shares
|
$2.1 Million
0.2% of portfolio
|
Q2 2025
Added 124.61%
|
|
|
Banque Cantonale Vaudoise
|
Aug 11, 2025 Q2 2025 |
22,580
shares
|
$2.09 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.39%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
22,281
shares
|
$2.06 Million
1.87% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
22,004
shares
|
$2.03 Million
0.58% of portfolio
|
Q2 2025
Added 76.81%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
21,682
shares
|
$2 Million
0.07% of portfolio
|
Q2 2025
Reduced 60.03%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
21,444
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Added 4910.28%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
21,061
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
20,120
shares
|
$1.86 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
19,811
shares
|
$1.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.78%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
19,749
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2025
Added 68.84%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
19,606
shares
|
$1.81 Million
0.73% of portfolio
|
Q2 2025
Added 7.27%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
19,549
shares
|
$1.81 Million
0.03% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
19,530
shares
|
$1.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 78.05%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
19,383
shares
|
$1.79 Million
0.02% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
19,331
shares
|
$1.79 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
19,252
shares
|
$1.78 Million
0.1% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
18,816
shares
|
$1.74 Million
0.28% of portfolio
|
Q2 2025
Reduced 80.7%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
18,784
shares
|
$1.74 Million
0.47% of portfolio
|
Q1 2025
Added 210.74%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
18,701
shares
|
$1.73 Million
0.72% of portfolio
|
Q2 2025
Added 12.01%
|