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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
2.31M+ 65.44% |
$155M - $195M
|
5.85M
$457M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
701K+ 26.39% |
$47.1M - $59M
|
3.35M
$262M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
456K+ 33.96% |
$30.7M - $38.5M
|
1.8M
$141M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
425KNew |
$28.6M - $35.8M
|
425K
$33.2M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
420K+ 46.33% |
$28.2M - $35.4M
|
1.33M
$104M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
370K+ 278.17% |
$24.9M - $31.2M
|
503K
$39.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
273K+ 7.01% |
$18.4M - $23M
|
4.17M
$326M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
218K+ 36.69% |
$14.7M - $18.4M
|
813K
$63.6M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
181K+ 29.06% |
$12.1M - $15.2M
|
802K
$62.7M
|
|
|
Apr 08, 2025
Q1 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
146KNew |
$9.79M - $12.3M
|
146K
$11.4M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
133K+ 48.41% |
$8.92M - $11.2M
|
407K
$31.8M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
121K+ 69.12% |
$8.12M - $10.2M
|
295K
$23.1M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
86.7K+ 21.51% |
$5.83M - $7.3M
|
490K
$38.3M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
83.6K+ 604.2% |
$5.62M - $7.05M
|
97.5K
$7.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
76.4K+ 46.98% |
$5.14M - $6.44M
|
239K
$18.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
75.1K+ 31.91% |
$5.05M - $6.33M
|
311K
$24.3M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
71.1K+ 44.17% |
$4.78M - $5.99M
|
232K
$18.2M
|
|
|
May 12, 2025
Q1 2025
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
66.3KNew |
$4.46M - $5.59M
|
66.3K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
65.4KNew |
$4.4M - $5.51M
|
65.4K
$5.12M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
64.9K+ 45.93% |
$4.36M - $5.47M
|
206K
$16.1M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
62.2K+ 107.77% |
$4.19M - $5.25M
|
120K
$9.39M
|
|
|
Apr 11, 2025
Q1 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
61.7K+ 61.03% |
$4.15M - $5.2M
|
163K
$12.7M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
58.3K+ 52.13% |
$3.92M - $4.91M
|
170K
$13.3M
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
55K+ 125.3% |
$3.7M - $4.63M
|
98.8K
$7.73M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
51.1K+ 781.85% |
$3.44M - $4.31M
|
57.6K
$4.51M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
50.2KNew |
$3.38M - $4.23M
|
50.2K
$3.93M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
BUY
|
- |
47.4K+ 1065.18% |
$3.19M - $3.99M
|
51.8K
$4.05M
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
45.5K+ 53.47% |
$3.06M - $3.83M
|
131K
$10.2M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
BUY
|
- |
45.4K+ 38.69% |
$3.05M - $3.82M
|
163K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
45.2K+ 1108.98% |
$3.04M - $3.81M
|
49.3K
$3.86M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
42K+ 1473.86% |
$2.82M - $3.54M
|
44.9K
$3.51M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
41.4K+ 36.0% |
$2.79M - $3.49M
|
157K
$12.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
35.7K+ 200.0% |
$2.4M - $3.01M
|
53.6K
$4.19M
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
30.1KNew |
$2.03M - $2.54M
|
30.1K
$2.36M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
29.2K+ 34.03% |
$1.97M - $2.46M
|
115K
$9.01M
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
28.3KNew |
$1.9M - $2.38M
|
28.3K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
27.3KNew |
$1.83M - $2.3M
|
27.3K
$2.13M
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
27.2KNew |
$1.83M - $2.29M
|
27.2K
$2.13M
|
|
|
Apr 30, 2025
Q1 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
26.3K+ 277.97% |
$1.77M - $2.22M
|
35.8K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
26.1KNew |
$1.75M - $2.2M
|
26.1K
$2.04M
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.8K+ 40.29% |
$1.73M - $2.17M
|
89.8K
$7.02M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
25KNew |
$1.68M - $2.11M
|
25K
$1.96M
|
|
|
May 07, 2025
Q1 2025
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
24KNew |
$1.62M - $2.03M
|
24K
$1.88M
|
|
|
Apr 22, 2025
Q1 2025
|
Crumly & Associates Inc.
|
BUY
|
- |
23.4K+ 39.58% |
$1.57M - $1.97M
|
82.4K
$6.45M
|
|
|
May 13, 2025
Q1 2025
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
BUY
|
- |
23.3KNew |
$1.57M - $1.96M
|
23.3K
$1.82M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
22.4K+ 71.26% |
$1.51M - $1.89M
|
53.8K
$4.21M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
21.8K+ 91.37% |
$1.46M - $1.83M
|
45.6K
$3.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
21.7K+ 32.34% |
$1.46M - $1.83M
|
89K
$6.96M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
21.5K+ 120.09% |
$1.45M - $1.81M
|
39.4K
$3.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
21.5K+ 136.42% |
$1.44M - $1.81M
|
37.2K
$2.91M
|