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 |
|---|---|---|---|---|---|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
18,289
shares
|
$1.69 Million
0.13% of portfolio
|
Q2 2025
Added 81.87%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
18,178
shares
|
$1.68 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
17,448
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 60.12%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
17,365
shares
|
$1.6 Million
0.56% of portfolio
|
Q2 2025
Reduced 67.6%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
17,026
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
17,010
shares
|
$1.57 Million
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
16,941
shares
|
$1.57 Million
0.11% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
15,654
shares
|
$1.45 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
15,530
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 41.17%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
14,401
shares
|
$1.33 Million
0.99% of portfolio
|
Q2 2025
Added 54.57%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
14,381
shares
|
$1.33 Million
0.19% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Hbw Advisory Services LLC
|
Jul 02, 2025 Q2 2025 |
14,277
shares
|
$1.32 Million
0.16% of portfolio
|
Q2 2025
Added 73.1%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,048
shares
|
$1.3 Million
0.28% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
13,839
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Added 14.1%
|
|
|
Peddock Capital Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
13,735
shares
|
$1.27 Million
0.26% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Jul 23, 2025 Q2 2025 |
13,597
shares
|
$1.26 Million
0.93% of portfolio
|
Q2 2025
Reduced 52.5%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jul 25, 2025 Q2 2025 |
13,498
shares
|
$1.25 Million
0.33% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
13,429
shares
|
$1.24 Million
0.72% of portfolio
|
Q2 2025
Added 7.38%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
13,344
shares
|
$1.23 Million
0.21% of portfolio
|
Q2 2024
Added 12.3%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
13,319
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
12,733
shares
|
$1.18 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
12,493
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Added 144.96%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
12,459
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
12,368
shares
|
$1.14 Million
0.05% of portfolio
|
Q2 2025
Added 19.15%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
11,891
shares
|
$1.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.87%
|