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 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
2.96K+ 8.37% |
$199K - $250K
|
38.3K
$2.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
2.91K+ 5.43% |
$196K - $245K
|
56.5K
$3.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.81K+ 45.77% |
$189K - $237K
|
8.95K
$623K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.79K+ 38.46% |
$188K - $235K
|
10.1K
$700K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.71K+ 9.78% |
$182K - $229K
|
30.5K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.39K+ 38.14% |
$160K - $201K
|
8.64K
$601K
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.98K+ 7.54% |
$133K - $167K
|
28.2K
$1.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.67K+ 35.54% |
$112K - $140K
|
6.36K
$442K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.52K+ 8.03% |
$102K - $128K
|
20.4K
$1.42M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 4.08% |
$102K - $128K
|
38.6K
$2.69M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 4.43% |
$101K - $126K
|
35.3K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.47K+ 45.61% |
$98.6K - $124K
|
4.68K
$326K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.4K+ 24.87% |
$94.3K - $118K
|
7.04K
$490K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.31K+ 19.71% |
$87.9K - $110K
|
7.94K
$552K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
619+ 68.78% |
$41.6K - $52.2K
|
1.52K
$106K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
611+ 104.09% |
$41.1K - $51.5K
|
1.2K
$83.3K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
595+ 22.88% |
$40K - $50.1K
|
3.2K
$222K
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
484New |
$32.5K - $40.8K
|
484
$33.7K
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
400New |
$26.9K - $33.7K
|
400
$27.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
380+ 7.13% |
$25.6K - $32K
|
5.71K
$397K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
343+ 159.53% |
$23.1K - $28.9K
|
558
$38.8K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
306+ 4.32% |
$20.6K - $25.8K
|
7.39K
$514K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300+ 100.0% |
$20.2K - $25.3K
|
600
$41.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
279+ 3.32% |
$18.8K - $23.5K
|
8.7K
$605K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
210+ 84.0% |
$14.1K - $17.7K
|
460
$32K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
141+ 4.53% |
$9.48K - $11.9K
|
3.26K
$226K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
130New |
$8.74K - $11K
|
130
$9.04K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
93+ 0.32% |
$6.25K - $7.84K
|
29.4K
$2.04M
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
38New |
$2.56K - $3.2K
|
38
$2.64K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
36New |
$2.42K - $3.03K
|
36
$2.5K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$538 - $674
|
8
$557
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$67.2 - $84.3
|
462
$32.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-36- 0.29% |
$2.42K - $3.03K
|
12.2K
$848K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-140- 4.31% |
$9.41K - $11.8K
|
3.11K
$216K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-225- 8.08% |
$15.1K - $19K
|
2.56K
$178K
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-287- 0.62% |
$19.3K - $24.2K
|
46.1K
$3.21M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-300- 50.0% |
$20.2K - $25.3K
|
300
$20.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
SELL
|
- |
-726- 8.76% |
$48.8K - $61.2K
|
7.56K
$526K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1K- 0.35% |
$67.2K - $84.3K
|
282K
$19.6M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-1.1K- 3.7% |
$74K - $92.8K
|
28.6K
$1.99M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.2K- 9.29% |
$80.6K - $101K
|
11.7K
$814K
|
|
|
Apr 28, 2025
Q1 2025
|
Pictet North America Advisors Sa
|
SELL
|
- |
-7.17K- 2.75% |
$482K - $604K
|
253K
$17.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-7.34K- 9.17% |
$493K - $618K
|
72.7K
$5.05M
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-7.94K- 57.3% |
$534K - $669K
|
5.92K
$412K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-14.9K- 21.5% |
$999K - $1.25M
|
54.2K
$3.77M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-19.4K- 98.53% |
$1.3M - $1.63M
|
288
$20K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-21.8K- 65.59% |
$1.46M - $1.83M
|
11.4K
$794K
|