Purchases and Sales Made in Q1 2024 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 2024. 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 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
509KNew |
$27.3M - $34.3M
|
509K
$37.9M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
307K+ 22.44% |
$16.5M - $20.7M
|
1.68M
$125M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
307K+ 22.44% |
$16.5M - $20.7M
|
1.68M
$125M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
124K+ 67.29% |
$6.66M - $8.34M
|
308K
$22.9M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
100K+ 18.34% |
$5.4M - $6.76M
|
648K
$48.2M
|
|
|
May 03, 2024
Q1 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
98.1K+ 135.77% |
$5.27M - $6.6M
|
170K
$12.7M
|
|
|
May 01, 2024
Q1 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
93.8K+ 115.52% |
$5.04M - $6.32M
|
175K
$13M
|
|
|
Apr 12, 2024
Q1 2024
|
Parkside Investments, LLC
|
BUY
|
- |
73.4KNew |
$3.95M - $4.95M
|
73.4K
$5.47M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
69.4K+ 446.48% |
$3.73M - $4.67M
|
84.9K
$6.32M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
45.4K+ 128.49% |
$2.44M - $3.06M
|
80.8K
$6.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
43.1KNew |
$2.31M - $2.9M
|
43.1K
$3.2M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.5K+ 78.47% |
$1.85M - $2.32M
|
78.4K
$5.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
31.2K+ 11.11% |
$1.68M - $2.1M
|
312K
$23.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
28.7K+ 235.18% |
$1.54M - $1.93M
|
40.9K
$3.04M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
23.8KNew |
$1.28M - $1.6M
|
23.8K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.1K+ 10.43% |
$1.24M - $1.55M
|
244K
$18.2M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
21KNew |
$1.13M - $1.42M
|
21K
$1.56M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
20.1K+ 252.44% |
$1.08M - $1.35M
|
28K
$2.08M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20K+ 61.1% |
$1.08M - $1.35M
|
52.8K
$3.93M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
16.2K+ 7.81% |
$869K - $1.09M
|
223K
$16.6M
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.2K+ 122.88% |
$818K - $1.02M
|
27.6K
$2.05M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
14.7K+ 15.73% |
$791K - $992K
|
108K
$8.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.1K+ 193.9% |
$649K - $814K
|
18.3K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
12.1KNew |
$649K - $813K
|
12.1K
$899K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
9.89K+ 16.15% |
$531K - $666K
|
71.2K
$5.29M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
9.54KNew |
$512K - $642K
|
9.54K
$710K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
8.79KNew |
$472K - $592K
|
8.79K
$654K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.34K+ 15.38% |
$448K - $561K
|
62.5K
$4.65M
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.76K+ 50.99% |
$417K - $523K
|
23K
$1.71M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
7.53K+ 161.07% |
$405K - $507K
|
12.2K
$908K
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.22KNew |
$388K - $486K
|
7.22K
$537K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.04K+ 6.97% |
$378K - $474K
|
108K
$8.04M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.03K+ 37.73% |
$378K - $474K
|
25.7K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
7.02K+ 10.6% |
$377K - $473K
|
73.3K
$5.45M
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.25K+ 16.72% |
$336K - $421K
|
43.6K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
5.93KNew |
$319K - $399K
|
5.93K
$441K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.91K+ 26.74% |
$317K - $398K
|
28K
$2.08M
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
5.65KNew |
$303K - $380K
|
5.65K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.46KNew |
$293K - $367K
|
5.46K
$406K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.26K+ 37.87% |
$283K - $354K
|
19.1K
$1.42M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.19K+ 26.5% |
$279K - $350K
|
24.8K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
4.86K+ 80.03% |
$261K - $327K
|
10.9K
$813K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.55K+ 4.84% |
$244K - $306K
|
98.4K
$7.32M
|
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
BUY
|
- |
4.38K+ 20.74% |
$235K - $295K
|
25.5K
$1.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.26K+ 82.17% |
$229K - $287K
|
9.44K
$702K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.04K+ 18.75% |
$217K - $272K
|
25.6K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
3.9KNew |
$210K - $263K
|
3.9K
$290K
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.67KNew |
$197K - $247K
|
3.67K
$273K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.62KNew |
$195K - $244K
|
3.62K
$270K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.51K+ 11.02% |
$189K - $236K
|
35.4K
$2.63M
|