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 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.12% |
$43.5 - $51.6
|
852
$73.1K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9- 0.08% |
$391 - $465
|
10.7K
$915K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-30Closed |
$1.3K - $1.55K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-45- 0.52% |
$1.96K - $2.32K
|
8.59K
$738K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-60- 5.88% |
$2.61K - $3.1K
|
961
$82.5K
|
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-131- 1.95% |
$5.69K - $6.76K
|
6.57K
$564K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-150- 6.33% |
$6.52K - $7.74K
|
2.22K
$191K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-224- 0.31% |
$9.74K - $11.6K
|
71.7K
$6.15M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-451- 3.28% |
$19.6K - $23.3K
|
13.3K
$1.14M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-544- 6.05% |
$23.6K - $28.1K
|
8.44K
$725K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-739- 1.64% |
$32.1K - $38.2K
|
44.3K
$3.8M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-891- 1.44% |
$38.7K - $46K
|
60.8K
$5.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.35K- 64.1% |
$58.7K - $69.7K
|
756
$64.9K
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.39K- 1.69% |
$60.2K - $71.6K
|
80.5K
$6.91M
|
|
|
May 09, 2023
Q1 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-1.82K- 1.64% |
$79K - $93.8K
|
109K
$9.35M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulcrum Equity Management
|
SELL
|
- |
-2K- 3.26% |
$87.1K - $103K
|
59.5K
$5.1M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.22K- 16.11% |
$96.6K - $115K
|
11.6K
$993K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.41K- 14.18% |
$105K - $124K
|
14.6K
$1.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-3.72K- 10.04% |
$161K - $192K
|
33.3K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.92K- 13.98% |
$170K - $202K
|
24.1K
$2.07M
|
|
|
Apr 13, 2023
Q1 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-6.58K- 6.76% |
$286K - $340K
|
90.8K
$7.79M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-8.64K- 5.81% |
$375K - $446K
|
140K
$12M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-9.1K- 38.47% |
$395K - $470K
|
14.5K
$1.25M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-23.5K- 21.29% |
$1.02M - $1.21M
|
86.9K
$7.46M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-32.8K- 43.33% |
$1.43M - $1.69M
|
42.9K
$3.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-98.3K- 99.97% |
$4.27M - $5.07M
|
28
$2.4K
|