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
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-998- 3.55% |
$53.6K - $67.2K
|
27.1K
$2.33M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.3K- 12.26% |
$69.8K - $87.5K
|
9.3K
$798K
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-1.31K- 2.52% |
$70.3K - $88.1K
|
50.6K
$4.34M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.42K- 1.7% |
$76.2K - $95.5K
|
81.9K
$7.03M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.65K- 20.84% |
$88.5K - $111K
|
6.26K
$537K
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.73K- 6.4% |
$92.9K - $116K
|
25.3K
$2.17M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-1.8K- 5.15% |
$96.5K - $121K
|
33.1K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.71K- 18.22% |
$146K - $183K
|
12.2K
$1.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-2.71K- 9.01% |
$146K - $183K
|
27.4K
$2.35M
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-3.25K- 5.94% |
$175K - $219K
|
51.5K
$4.42M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-3.72K- 11.84% |
$200K - $250K
|
27.7K
$2.38M
|
|
|
May 09, 2024
Q1 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-4.25K- 3.21% |
$228K - $286K
|
128K
$11M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.8K- 5.22% |
$258K - $323K
|
87.2K
$7.49M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-5.01K- 7.01% |
$269K - $337K
|
66.4K
$5.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-5.12K- 27.46% |
$275K - $345K
|
13.5K
$1.16M
|
|
|
Apr 29, 2024
Q1 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
SELL
|
- |
-5.5K- 7.03% |
$296K - $370K
|
72.8K
$6.25M
|
|
|
Apr 19, 2024
Q1 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-7.93K- 20.01% |
$426K - $534K
|
31.7K
$2.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-14.8K- 2.08% |
$793K - $994K
|
696K
$59.8M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-15.2K- 47.11% |
$818K - $1.03M
|
17.1K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-15.3K- 9.95% |
$821K - $1.03M
|
138K
$11.9M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-60.4K- 5.59% |
$3.24M - $4.06M
|
1.02M
$87.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-77.2K- 45.12% |
$4.15M - $5.2M
|
93.9K
$8.06M
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-120K- 28.0% |
$6.44M - $8.07M
|
308K
$26.4M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-519K- 23.65% |
$27.9M - $34.9M
|
1.68M
$144M
|