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 |
|---|---|---|---|---|---|
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
Jul 11, 2025 Q2 2025 |
11,310
shares
|
$1.04 Million
0.25% of portfolio
|
Q2 2025
Reduced 26.15%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
11,279
shares
|
$1.04 Million
0.09% of portfolio
|
Q2 2025
Reduced 90.6%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Aug 12, 2025 Q2 2025 |
11,247
shares
|
$1.04 Million
0.37% of portfolio
|
Q2 2025
Added 5.59%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,126
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
10,638
shares
|
$982,738
0.11% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
10,526
shares
|
$972,391
0.03% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,507
shares
|
$970,636
0.03% of portfolio
|
Q4 2024
Added 192.92%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
10,488
shares
|
$968,881
0.06% of portfolio
|
Q2 2025
Added 144.88%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
10,480
shares
|
$968,142
0.15% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
10,473
shares
|
$967,495
0.04% of portfolio
|
Q2 2025
Added 103.75%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
10,299
shares
|
$951,421
0.01% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Jul 31, 2025 Q2 2025 |
9,993
shares
|
$923,153
0.64% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
9,694
shares
|
$895,531
0.45% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Vital Stone Financial, LLC
Shavano Park, TX |
Oct 11, 2024 Q3 2024 |
9,508
shares
|
$878,349
0.5% of portfolio
|
Q3 2024
Added 12.15%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
9,502
shares
|
$877,794
0.02% of portfolio
|
Q2 2025
Added 31.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
9,365
shares
|
$865,138
0.02% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
9,208
shares
|
$850,635
0.31% of portfolio
|
Q2 2025
Added 5.9%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
9,184
shares
|
$848,417
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
9,140
shares
|
$844,353
0.02% of portfolio
|
Q2 2025
Added 79.22%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
8,892
shares
|
$821,442
0.23% of portfolio
|
Q2 2025
Reduced 12.35%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
8,746
shares
|
$807,955
0.34% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Sierra Capital LLC
|
Aug 11, 2025 Q2 2025 |
8,685
shares
|
$802,320
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
8,355
shares
|
$771,834
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Jul 29, 2025 Q2 2025 |
8,312
shares
|
$767,862
0.31% of portfolio
|
Q2 2025
Added 4.72%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
8,163
shares
|
$754,097
0.13% of portfolio
|
Q2 2025
Added 3.04%
|