Purchases and Sales Made in Q1 2023 in 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) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR VI RBA AMERN INDL REN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
540K+ 553.43% |
$23.5M - $27.9M
|
637K
$54.7M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
136K+ 47.11% |
$5.89M - $7M
|
423K
$36.3M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
108K+ 232.9% |
$4.69M - $5.57M
|
154K
$13.2M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
107K+ 26.79% |
$4.66M - $5.54M
|
507K
$43.6M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
67.3KNew |
$2.92M - $3.47M
|
67.3K
$5.77M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
49.8KNew |
$2.17M - $2.57M
|
49.8K
$4.28M
|
|
|
May 15, 2023
Q1 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
41.1KNew |
$1.78M - $2.12M
|
41.1K
$3.52M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
40.8K+ 49.04% |
$1.77M - $2.11M
|
124K
$10.6M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
38K+ 10.88% |
$1.65M - $1.96M
|
387K
$33.2M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
35.8KNew |
$1.56M - $1.85M
|
35.8K
$3.07M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
28.5K+ 80.73% |
$1.24M - $1.47M
|
63.9K
$5.48M
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
26.3K+ 120.25% |
$1.14M - $1.36M
|
48.2K
$4.14M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
23KNew |
$998K - $1.19M
|
23K
$1.97M
|
|
|
May 08, 2023
Q1 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
20.3K+ 117.27% |
$884K - $1.05M
|
37.7K
$3.23M
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.2K+ 80.91% |
$834K - $990K
|
42.9K
$3.68M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
19.2K+ 80.91% |
$834K - $990K
|
42.9K
$3.68M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.4K+ 52.53% |
$801K - $951K
|
53.5K
$4.59M
|
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
15.2KNew |
$661K - $785K
|
15.2K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
12.9K+ 15.39% |
$561K - $666K
|
96.7K
$8.3M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
11.9KNew |
$516K - $613K
|
11.9K
$1.02M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
10.1K+ 137.58% |
$438K - $520K
|
17.4K
$1.49M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10KNew |
$436K - $518K
|
10K
$860K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
9.88K+ 58.16% |
$429K - $510K
|
26.9K
$2.31M
|
|
|
May 04, 2023
Q1 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
9.41KNew |
$409K - $486K
|
9.41K
$808K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
9.19KNew |
$399K - $474K
|
9.19K
$789K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.34KNew |
$362K - $430K
|
8.34K
$715K
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
8.18K+ 170.31% |
$355K - $422K
|
13K
$1.11M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.46KNew |
$324K - $385K
|
7.46K
$640K
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.15KNew |
$311K - $369K
|
7.15K
$614K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
6.15K+ 135.05% |
$267K - $318K
|
10.7K
$919K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.57K+ 106.28% |
$242K - $287K
|
10.8K
$927K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.36KNew |
$233K - $277K
|
5.36K
$460K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.81K+ 13.2% |
$209K - $248K
|
41.3K
$3.54M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
4.4KNew |
$191K - $227K
|
4.4K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.69K+ 3.62% |
$117K - $139K
|
77K
$6.61M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.95K+ 871.88% |
$84.9K - $101K
|
2.18K
$187K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.64K+ 0.77% |
$71.2K - $84.5K
|
215K
$18.4M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.17K+ 5.95% |
$50.7K - $60.2K
|
20.7K
$1.78M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1K+ 12.57% |
$43.5K - $51.6K
|
8.96K
$769K
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
368New |
$16K - $19K
|
368
$31.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
304+ 0.38% |
$13.2K - $15.7K
|
79.3K
$6.81M
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
150+ 10.49% |
$6.52K - $7.74K
|
1.58K
$136K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
126New |
$5.48K - $6.51K
|
126
$10.8K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
113New |
$4.91K - $5.83K
|
113
$9.7K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
100New |
$4.35K - $5.16K
|
100
$8.58K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
95New |
$4.13K - $4.9K
|
95
$8.15K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
46New |
$2K - $2.37K
|
46
$3.95K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
43+ 0.39% |
$1.87K - $2.22K
|
11.2K
$961K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
11+ 0.01% |
$478 - $568
|
84.1K
$7.22M
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.04% |
$86.9 - $103
|
5.12K
$440K
|