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 08, 2025
Q1 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
20KNew |
$1.34M - $1.68M
|
20K
$1.56M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
19.7K+ 55.47% |
$1.32M - $1.66M
|
55.2K
$4.32M
|
|
|
Apr 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
19.4K+ 6720.83% |
$1.3M - $1.63M
|
19.6K
$1.54M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
19.2K+ 29.41% |
$1.29M - $1.62M
|
84.6K
$6.62M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
18.9K+ 68.0% |
$1.27M - $1.59M
|
46.6K
$3.65M
|
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
18.8KNew |
$1.26M - $1.58M
|
18.8K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
18.6K+ 65.14% |
$1.25M - $1.57M
|
47.1K
$3.68M
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
18.3KNew |
$1.23M - $1.54M
|
18.3K
$1.43M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
18.1K+ 17.76% |
$1.21M - $1.52M
|
120K
$9.37M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
16.5K+ 31.69% |
$1.11M - $1.39M
|
68.5K
$5.36M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
16.3K+ 7.24% |
$1.1M - $1.37M
|
242K
$18.9M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
16.1K+ 528.49% |
$1.08M - $1.35M
|
19.1K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
16K+ 27.32% |
$1.07M - $1.35M
|
74.5K
$5.83M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
15.9KNew |
$1.07M - $1.34M
|
15.9K
$1.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
15.4K+ 38.32% |
$1.03M - $1.3M
|
55.5K
$4.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
15.2K+ 3537.12% |
$1.03M - $1.28M
|
15.7K
$1.23M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
15.2K+ 11.65% |
$1.02M - $1.28M
|
146K
$11.4M
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
14.9KNew |
$1M - $1.25M
|
14.9K
$1.16M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.8K+ 13.16% |
$931K - $1.17M
|
119K
$9.32M
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
13.8K+ 50.85% |
$928K - $1.16M
|
41K
$3.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
13.7KNew |
$918K - $1.15M
|
13.7K
$1.07M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
13.1K+ 5.25% |
$882K - $1.11M
|
263K
$20.5M
|
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
BUY
|
- |
12.7K+ 210.74% |
$857K - $1.07M
|
18.8K
$1.47M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
12.7KNew |
$854K - $1.07M
|
12.7K
$993K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.8K+ 76.88% |
$793K - $994K
|
27.1K
$2.12M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
11.4KNew |
$769K - $964K
|
11.4K
$895K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
11.2K+ 15.81% |
$756K - $948K
|
82.4K
$6.45M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
11K+ 140.54% |
$741K - $929K
|
18.9K
$1.48M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
11K+ 18.87% |
$740K - $927K
|
69.3K
$5.42M
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
10.1KNew |
$679K - $851K
|
10.1K
$790K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
9.64K+ 44.32% |
$648K - $813K
|
31.4K
$2.46M
|
|
|
Apr 15, 2025
Q1 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
9.49K+ 31.81% |
$638K - $800K
|
39.3K
$3.08M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
9.39K+ 27.34% |
$632K - $792K
|
43.7K
$3.42M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.37K+ 115.87% |
$630K - $790K
|
17.5K
$1.37M
|
|
|
Apr 21, 2025
Q1 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
9.32K+ 56.23% |
$627K - $785K
|
25.9K
$2.03M
|
|
|
May 15, 2025
Q1 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
9.24K+ 11402.47% |
$621K - $778K
|
9.32K
$729K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
8.81KNew |
$592K - $742K
|
8.81K
$689K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
8.7K+ 41.31% |
$585K - $733K
|
29.8K
$2.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.69K+ 17.17% |
$584K - $732K
|
59.3K
$4.64M
|
|
|
May 13, 2025
Q1 2025
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
8.44K+ 121.79% |
$567K - $711K
|
15.4K
$1.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
8.25KNew |
$555K - $695K
|
8.25K
$645K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.93KNew |
$533K - $668K
|
7.93K
$620K
|
|
|
Apr 29, 2025
Q1 2025
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
BUY
|
- |
7.89K+ 172.92% |
$530K - $664K
|
12.4K
$974K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
7.75K+ 102.51% |
$521K - $653K
|
15.3K
$1.2M
|
|
|
May 05, 2025
Q1 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
7.67K+ 20.23% |
$516K - $646K
|
45.6K
$3.57M
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.24KNew |
$487K - $610K
|
7.24K
$566K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.93KNew |
$466K - $584K
|
6.93K
$542K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
6.82KNew |
$458K - $574K
|
6.82K
$533K
|
|
|
Apr 16, 2025
Q1 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
6.8K+ 109.88% |
$457K - $573K
|
13K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.69K+ 18.88% |
$450K - $564K
|
42.1K
$3.3M
|