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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
3.47K+ 17.37% |
$186K - $233K
|
23.4K
$1.99M
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.36K+ 36.91% |
$180K - $226K
|
12.5K
$1.06M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
3.16K+ 56.28% |
$170K - $213K
|
8.78K
$747K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.12KNew |
$168K - $210K
|
3.12K
$266K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.9K+ 2.57% |
$156K - $195K
|
116K
$9.86M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.65K+ 2.99% |
$142K - $178K
|
91.3K
$7.78M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.24K+ 25.43% |
$120K - $151K
|
11.1K
$941K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.16K+ 20.55% |
$116K - $146K
|
12.7K
$1.08M
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1.94K+ 17.68% |
$104K - $131K
|
12.9K
$1.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
1.81K+ 17.95% |
$97.1K - $122K
|
11.9K
$1.01M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.52K+ 3.16% |
$81.9K - $103K
|
49.8K
$4.24M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.43K+ 0.53% |
$77K - $96.6K
|
270K
$23M
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.41K+ 21.29% |
$75.7K - $94.8K
|
8.02K
$683K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.26K+ 11.39% |
$67.6K - $84.8K
|
12.3K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.01K+ 6.6% |
$54.1K - $67.8K
|
16.3K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
820+ 1.13% |
$44.1K - $55.2K
|
73.1K
$6.22M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
746+ 3.83% |
$40.1K - $50.2K
|
20.2K
$1.72M
|
|
|
May 10, 2024
Q1 2024
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
738+ 0.73% |
$39.7K - $49.7K
|
102K
$8.67M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
623New |
$33.5K - $41.9K
|
623
$53.1K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
600+ 363.64% |
$32.2K - $40.4K
|
765
$65.2K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
498New |
$26.8K - $33.5K
|
498
$42.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
400New |
$21.5K - $26.9K
|
400
$34.1K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
353+ 4.27% |
$19K - $23.8K
|
8.62K
$734K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
336New |
$18.1K - $22.6K
|
336
$28.6K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
325+ 5.4% |
$17.5K - $21.9K
|
6.35K
$541K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 3.86% |
$8.44K - $10.6K
|
4.22K
$360K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
153+ 27.47% |
$8.22K - $10.3K
|
710
$60.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
100New |
$5.37K - $6.73K
|
100
$8.52K
|
|
|
May 14, 2024
Q1 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
90New |
$4.84K - $6.06K
|
90
$7.67K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
54+ 0.61% |
$2.9K - $3.64K
|
8.97K
$764K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
30+ 4.94% |
$1.61K - $2.02K
|
637
$54.3K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 5.91% |
$806 - $1.01K
|
269
$22.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
14+ 0.3% |
$752 - $943
|
4.67K
$397K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-12Closed |
$645 - $808
|
0
$0
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-17- 3.78% |
$913 - $1.14K
|
433
$36.9K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-25- 0.51% |
$1.34K - $1.68K
|
4.86K
$414K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-60- 1.19% |
$3.22K - $4.04K
|
4.97K
$423K
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-93- 0.09% |
$5K - $6.26K
|
106K
$9M
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-130- 19.37% |
$6.98K - $8.75K
|
541
$46.1K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-136- 1.39% |
$7.31K - $9.16K
|
9.63K
$820K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-138- 50.18% |
$7.41K - $9.29K
|
137
$11.7K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-180- 1.97% |
$9.67K - $12.1K
|
8.97K
$764K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-425- 3.9% |
$22.8K - $28.6K
|
10.5K
$891K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-493- 1.82% |
$26.5K - $33.2K
|
26.6K
$2.27M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-539- 1.29% |
$29K - $36.3K
|
41.1K
$3.5M
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-588- 6.37% |
$31.6K - $39.6K
|
8.65K
$737K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-589- 5.7% |
$31.6K - $39.7K
|
9.75K
$831K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-639- 17.28% |
$34.3K - $43K
|
3.06K
$260K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-827- 14.17% |
$44.4K - $55.7K
|
5.01K
$427K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-925- 16.51% |
$49.7K - $62.3K
|
4.68K
$398K
|