Purchases and Sales Made in Q1 2025 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 2025. 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 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
218K+ 36.69% |
$14.7M - $18.4M
|
813K
$55.3M
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
146KNew |
$9.79M - $12.3M
|
146K
$9.9M
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
61.7K+ 61.03% |
$4.15M - $5.2M
|
163K
$11.1M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
50.2KNew |
$3.38M - $4.23M
|
50.2K
$3.42M
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
45.4K+ 38.69% |
$3.05M - $3.82M
|
163K
$11.1M
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
35.7K+ 200.0% |
$2.4M - $3.01M
|
53.6K
$3.64M
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
23.4K+ 39.58% |
$1.57M - $1.97M
|
82.4K
$5.6M
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21.5K+ 120.09% |
$1.45M - $1.81M
|
39.4K
$2.68M
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
21.5K+ 136.42% |
$1.44M - $1.81M
|
37.2K
$2.53M
|
|
Apr 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
20KNew |
$1.34M - $1.68M
|
20K
$1.36M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.7K+ 55.47% |
$1.32M - $1.66M
|
55.2K
$3.76M
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19.4K+ 6720.83% |
$1.3M - $1.63M
|
19.6K
$1.34M
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 29.41% |
$1.29M - $1.62M
|
84.6K
$5.75M
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.9K+ 68.0% |
$1.27M - $1.59M
|
46.6K
$3.17M
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
18.3KNew |
$1.23M - $1.54M
|
18.3K
$1.24M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16.1K+ 528.49% |
$1.08M - $1.35M
|
19.1K
$1.3M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.4K+ 38.32% |
$1.03M - $1.3M
|
55.5K
$3.78M
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15.2K+ 3537.12% |
$1.03M - $1.28M
|
15.7K
$1.07M
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.9KNew |
$1M - $1.25M
|
14.9K
$1.01M
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.8K+ 76.88% |
$793K - $994K
|
27.1K
$1.85M
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1KNew |
$679K - $851K
|
10.1K
$687K
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
9.49K+ 31.81% |
$638K - $800K
|
39.3K
$2.68M
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
9.32K+ 56.23% |
$627K - $785K
|
25.9K
$1.76M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.69K+ 17.17% |
$584K - $732K
|
59.3K
$4.03M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.25KNew |
$555K - $695K
|
8.25K
$561K
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
7.75K+ 102.51% |
$521K - $653K
|
15.3K
$1.04M
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6.8K+ 109.88% |
$457K - $573K
|
13K
$883K
|
|
Apr 11, 2025
Q1 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
6.31K+ 7.73% |
$424K - $532K
|
87.9K
$5.98M
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
5.64K+ 42.59% |
$379K - $475K
|
18.9K
$1.28M
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.14K+ 17.11% |
$346K - $433K
|
35.2K
$2.39M
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.14KNew |
$346K - $433K
|
5.14K
$350K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.09K+ 63650.0% |
$342K - $429K
|
5.1K
$347K
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
4.88KNew |
$328K - $411K
|
4.88K
$332K
|
|
Apr 10, 2025
Q1 2025
|
Act Advisors, Llc.
|
BUY
|
- |
4.84KNew |
$325K - $408K
|
4.84K
$329K
|
|
Apr 10, 2025
Q1 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
4.46KNew |
$300K - $375K
|
4.46K
$303K
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.39K+ 26.51% |
$295K - $370K
|
21K
$1.43M
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
3.94K+ 211.72% |
$265K - $332K
|
5.8K
$394K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
3.86KNew |
$259K - $325K
|
3.86K
$262K
|
|
Apr 23, 2025
Q1 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
3.44K+ 10.54% |
$232K - $290K
|
36.1K
$2.46M
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.35K+ 622.3% |
$225K - $282K
|
3.89K
$264K
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
3.32KNew |
$223K - $280K
|
3.32K
$226K
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.1K+ 10.91% |
$209K - $261K
|
31.5K
$2.14M
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
3.03KNew |
$204K - $256K
|
3.03K
$206K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
3.02K+ 67.96% |
$203K - $254K
|
7.46K
$508K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
2.98K+ 9.96% |
$200K - $251K
|
32.9K
$2.24M
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.96K+ 8.37% |
$199K - $250K
|
38.3K
$2.61M
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.91K+ 5.43% |
$196K - $245K
|
56.5K
$3.84M
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.81K+ 45.77% |
$189K - $237K
|
8.95K
$609K
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.71K+ 9.78% |
$182K - $229K
|
30.5K
$2.07M
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.39K+ 38.14% |
$160K - $201K
|
8.64K
$588K
|