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 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
2.81K+ 45.77% |
$189K - $237K
|
8.95K
$700K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.79K+ 38.46% |
$188K - $235K
|
10.1K
$787K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.79K+ 15.49% |
$188K - $235K
|
20.8K
$1.63M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2.76K+ 96.81% |
$186K - $233K
|
5.62K
$440K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.71K+ 9.78% |
$182K - $229K
|
30.5K
$2.38M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.63K+ 9.41% |
$177K - $221K
|
30.5K
$2.39M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.62K+ 14.08% |
$176K - $220K
|
21.2K
$1.66M
|
|
|
May 02, 2025
Q1 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
2.56K+ 1.46% |
$172K - $216K
|
178K
$13.9M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
2.47K+ 17.07% |
$166K - $208K
|
17K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
2.43K+ 60.29% |
$164K - $205K
|
6.47K
$506K
|
|
|
Apr 09, 2025
Q1 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2.39K+ 38.14% |
$160K - $201K
|
8.64K
$676K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.36K+ 86.72% |
$159K - $199K
|
5.09K
$398K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
2.23K+ 10.21% |
$150K - $188K
|
24K
$1.88M
|
|
|
May 09, 2025
Q1 2025
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.18K+ 97.15% |
$147K - $184K
|
4.43K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
2.12K+ 6.18% |
$142K - $178K
|
36.4K
$2.85M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
2.11K+ 8.26% |
$142K - $178K
|
27.7K
$2.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.98K+ 7.54% |
$133K - $167K
|
28.2K
$2.21M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.97K+ 895.91% |
$133K - $166K
|
2.19K
$171K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.92K+ 12.9% |
$129K - $162K
|
16.8K
$1.32M
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
1.8KNew |
$121K - $152K
|
1.8K
$141K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.7K+ 27.26% |
$114K - $143K
|
7.92K
$620K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1.67K+ 35.54% |
$112K - $140K
|
6.36K
$497K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.6K+ 4.34% |
$107K - $134K
|
38.4K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.52KNew |
$102K - $128K
|
1.52K
$119K
|
|
|
May 07, 2025
Q1 2025
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
1.52K+ 12.92% |
$102K - $128K
|
13.3K
$1.04M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.52K+ 8.03% |
$102K - $128K
|
20.4K
$1.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.51K+ 4.08% |
$102K - $128K
|
38.6K
$3.02M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
1.5K+ 4.43% |
$101K - $126K
|
35.3K
$2.76M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.49K+ 28.93% |
$100K - $125K
|
6.63K
$518K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.47K+ 52.42% |
$99K - $124K
|
4.28K
$335K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
BUY
|
- |
1.47K+ 45.61% |
$98.6K - $124K
|
4.68K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
1.45K+ 6.26% |
$97.4K - $122K
|
24.6K
$1.92M
|
|
|
May 01, 2025
Q1 2025
|
Lokken Investment Group LLC
|
BUY
|
- |
1.41K+ 2.78% |
$94.8K - $119K
|
52.1K
$4.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.4K+ 24.87% |
$94.3K - $118K
|
7.04K
$551K
|
|
|
Apr 25, 2025
Q1 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
1.31K+ 19.71% |
$87.9K - $110K
|
7.94K
$621K
|
|
|
May 05, 2025
Q1 2025
|
Fagan Associates, Inc.
|
BUY
|
- |
1.25K+ 2.1% |
$83.8K - $105K
|
60.6K
$4.74M
|
|
|
May 05, 2025
Q1 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.24K+ 23.97% |
$83.6K - $105K
|
6.43K
$503K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.11K+ 17.83% |
$74.9K - $93.9K
|
7.36K
$576K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.06K+ 11.39% |
$71.3K - $89.4K
|
10.4K
$812K
|
|
|
May 13, 2025
Q1 2025
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.05K+ 5.89% |
$70.5K - $88.3K
|
18.8K
$1.47M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
922+ 24.53% |
$62K - $77.7K
|
4.68K
$366K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
863+ 27.62% |
$58K - $72.7K
|
3.99K
$312K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
BUY
|
- |
734+ 25.34% |
$49.4K - $61.9K
|
3.63K
$284K
|
|
|
May 29, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
730+ 14.97% |
$49.1K - $61.5K
|
5.61K
$439K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
720New |
$48.4K - $60.7K
|
720
$56.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
619+ 68.78% |
$41.6K - $52.2K
|
1.52K
$119K
|
|
|
Apr 25, 2025
Q1 2025
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
611+ 104.09% |
$41.1K - $51.5K
|
1.2K
$93.7K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
595+ 22.88% |
$40K - $50.1K
|
3.2K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
578+ 4.53% |
$38.9K - $48.7K
|
13.3K
$1.04M
|
|
|
May 13, 2025
Q1 2025
|
Herold Advisors, Inc.
|
BUY
|
- |
558+ 14.65% |
$37.5K - $47K
|
4.37K
$342K
|