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 367 institutions that hold shares in the stock, with a total of 34.7 Million shares, which have been reported (via 13F filing form) to have a value of $3.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
19,749
shares
|
$1.92 Million
0.04% of portfolio
|
Q2 2025
Added 68.84%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
19,515
shares
|
$1.9 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.46%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
19,331
shares
|
$1.88 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
19,252
shares
|
$1.87 Million
0.1% of portfolio
|
Q2 2025
Added 29.37%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
19,079
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
Added 103.73%
|
|
|
Creekside Partners
Petaluma, CA |
Oct 24, 2025 Q3 2025 |
19,008
shares
|
$1.85 Million
0.81% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
18,784
shares
|
$1.83 Million
0.47% of portfolio
|
Q1 2025
Added 210.74%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
18,375
shares
|
$1.79 Million
0.41% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
18,289
shares
|
$1.78 Million
0.13% of portfolio
|
Q2 2025
Added 81.87%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
18,178
shares
|
$1.77 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
17,448
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 60.12%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
17,365
shares
|
$1.69 Million
0.56% of portfolio
|
Q2 2025
Reduced 67.6%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
17,026
shares
|
$1.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
17,010
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2025
Added 1.15%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
16,941
shares
|
$1.65 Million
0.11% of portfolio
|
Q2 2025
Added 8.07%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
15,885
shares
|
$1.54 Million
0.13% of portfolio
|
Q3 2025
Added 19.27%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
15,654
shares
|
$1.52 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
15,530
shares
|
$1.51 Million
0.0% of portfolio
|
Q2 2025
Added 41.17%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
14,482
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2025
Added 28.4%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
14,401
shares
|
$1.4 Million
0.99% of portfolio
|
Q2 2025
Added 54.57%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
14,381
shares
|
$1.4 Million
0.19% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Peddock Capital Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
14,334
shares
|
$1.39 Million
0.3% of portfolio
|
Q3 2025
Added 4.36%
|
|
|
Harvest Investment Services, LLC
|
Aug 14, 2025 Q2 2025 |
14,048
shares
|
$1.37 Million
0.28% of portfolio
|
Q2 2025
Added 6.12%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
13,754
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2025
Added 30.67%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
13,673
shares
|
$1.33 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.2%
|