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 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
550+ 13.4% |
$37K - $46.3K
|
4.65K
$364K
|
|
Apr 30, 2025
Q1 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
533+ 4.15% |
$35.8K - $44.9K
|
13.4K
$1.05M
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
484New |
$32.5K - $40.8K
|
484
$37.9K
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
482+ 33.73% |
$32.4K - $40.6K
|
1.91K
$149K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
451+ 1.1% |
$30.3K - $38K
|
41.3K
$3.23M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
436+ 12.68% |
$29.3K - $36.7K
|
3.88K
$303K
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
416+ 15.87% |
$28K - $35.1K
|
3.04K
$238K
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
400New |
$26.9K - $33.7K
|
400
$31.3K
|
|
May 14, 2025
Q1 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
392New |
$26.4K - $33K
|
392
$30.7K
|
|
Apr 25, 2025
Q1 2025
|
Waterfront Wealth Inc.
|
BUY
|
- |
380+ 7.13% |
$25.6K - $32K
|
5.71K
$447K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
355+ 46.65% |
$23.9K - $29.9K
|
1.12K
$87.3K
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
343+ 159.53% |
$23.1K - $28.9K
|
558
$43.7K
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
308+ 8.24% |
$20.7K - $26K
|
4.05K
$316K
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
306+ 4.32% |
$20.6K - $25.8K
|
7.39K
$578K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300+ 100.0% |
$20.2K - $25.3K
|
600
$46.9K
|
|
Apr 15, 2025
Q1 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
279+ 3.32% |
$18.8K - $23.5K
|
8.7K
$680K
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
270+ 7.5% |
$18.2K - $22.8K
|
3.87K
$303K
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
222New |
$14.9K - $18.7K
|
222
$17.4K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
210+ 84.0% |
$14.1K - $17.7K
|
460
$36K
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
197New |
$13.2K - $16.6K
|
197
$15.4K
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
168New |
$11.3K - $14.2K
|
168
$13.1K
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
160+ 3.95% |
$10.8K - $13.5K
|
4.21K
$330K
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
154+ 1.54% |
$10.4K - $13K
|
10.1K
$794K
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
142+ 53.18% |
$9.55K - $12K
|
409
$32K
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
141+ 4.53% |
$9.48K - $11.9K
|
3.26K
$255K
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
133New |
$8.94K - $11.2K
|
133
$10.4K
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
130New |
$8.74K - $11K
|
130
$10.2K
|
|
May 08, 2025
Q1 2025
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
126+ 0.13% |
$8.47K - $10.6K
|
97.8K
$7.65M
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
103New |
$6.93K - $8.68K
|
103
$8.06K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
93+ 0.32% |
$6.25K - $7.84K
|
29.4K
$2.3M
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
82New |
$5.51K - $6.91K
|
82
$6.41K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
81New |
$5.45K - $6.83K
|
81
$6.34K
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
76+ 0.69% |
$5.11K - $6.4K
|
11.1K
$870K
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
72New |
$4.84K - $6.07K
|
72
$5.63K
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
38New |
$2.56K - $3.2K
|
38
$2.97K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
36New |
$2.42K - $3.03K
|
36
$2.82K
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
8New |
$538 - $674
|
8
$626
|
|
May 13, 2025
Q1 2025
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
7+ 0.06% |
$471 - $590
|
10.8K
$845K
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3+ 0.09% |
$202 - $253
|
3.36K
$262K
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.22% |
$67.2 - $84.3
|
462
$36.1K
|
|
Apr 17, 2025
Q1 2025
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-36- 0.29% |
$2.42K - $3.03K
|
12.2K
$953K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-50- 0.77% |
$3.36K - $4.21K
|
6.46K
$505K
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-62- 1.89% |
$4.17K - $5.22K
|
3.21K
$251K
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-72- 0.67% |
$4.84K - $6.07K
|
10.7K
$833K
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-125- 9.01% |
$8.41K - $10.5K
|
1.26K
$98.7K
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-138- 4.06% |
$9.28K - $11.6K
|
3.26K
$255K
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-140- 4.31% |
$9.41K - $11.8K
|
3.11K
$243K
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-151- 16.93% |
$10.2K - $12.7K
|
741
$58K
|
|
May 05, 2025
Q1 2025
|
Darden Wealth Group Inc
Ann Arbor, MI |
SELL
|
- |
-190- 3.63% |
$12.8K - $16K
|
5.05K
$395K
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-225- 8.08% |
$15.1K - $19K
|
2.56K
$200K
|