Purchases and Sales Made in Q2 2023 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 Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
180K+ 35.56% |
$7.97M - $9.75M
|
688K
$56.7M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
165K+ 258.03% |
$7.28M - $8.91M
|
229K
$18.9M
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
140K+ 33.12% |
$6.2M - $7.58M
|
564K
$46.5M
|
|
Jul 21, 2023
Q2 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
70.8KNew |
$3.13M - $3.83M
|
70.8K
$5.84M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.4K+ 76.59% |
$2.85M - $3.48M
|
149K
$12.3M
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
56.1KNew |
$2.48M - $3.03M
|
56.1K
$4.62M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
48.7KNew |
$2.15M - $2.63M
|
48.7K
$4.02M
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
43.4K+ 35.04% |
$1.92M - $2.35M
|
167K
$13.8M
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
35.3K+ 170.21% |
$1.56M - $1.91M
|
56.1K
$4.62M
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
34.8KNew |
$1.54M - $1.88M
|
34.8K
$2.87M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
34.6K+ 143.37% |
$1.53M - $1.87M
|
58.7K
$4.84M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
29.6KNew |
$1.31M - $1.6M
|
29.6K
$2.44M
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
28.3K+ 13.18% |
$1.25M - $1.53M
|
243K
$20M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
26.7K+ 266.45% |
$1.18M - $1.44M
|
36.7K
$3.03M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
12.7K+ 107.13% |
$562K - $687K
|
24.6K
$2.03M
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
12.5K+ 8.1% |
$552K - $675K
|
167K
$13.7M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.91KNew |
$394K - $481K
|
8.91K
$734K
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
8.61K+ 93.69% |
$380K - $465K
|
17.8K
$1.47M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.93KNew |
$306K - $375K
|
6.93K
$572K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.66KNew |
$250K - $306K
|
5.66K
$467K
|
|
Aug 14, 2023
Q2 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5.35KNew |
$237K - $289K
|
5.35K
$441K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.16K+ 6.7% |
$228K - $279K
|
82.1K
$6.77M
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.87KNew |
$215K - $263K
|
4.87K
$402K
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.54K+ 7.46% |
$201K - $245K
|
65.4K
$5.39M
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.18K+ 1136.68% |
$185K - $226K
|
4.55K
$375K
|
|
Aug 11, 2023
Q2 2023
|
Ubs Group Ag
|
BUY
|
- |
4.11K+ 1.06% |
$182K - $222K
|
391K
$32.2M
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
4KNew |
$177K - $216K
|
4K
$330K
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
3.96KNew |
$175K - $214K
|
3.96K
$327K
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.96KNew |
$175K - $214K
|
3.96K
$327K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.8KNew |
$168K - $205K
|
3.8K
$313K
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.51K+ 3.63% |
$155K - $190K
|
100K
$8.26M
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.34K+ 37.29% |
$148K - $181K
|
12.3K
$1.01M
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.65K+ 6.42% |
$117K - $143K
|
43.9K
$3.62M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.01K+ 4.18% |
$89K - $109K
|
50.2K
$4.14M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2K+ 91.69% |
$88.2K - $108K
|
4.17K
$344K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
1.94K+ 4.37% |
$85.5K - $105K
|
46.2K
$3.81M
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.5K+ 9.87% |
$66.3K - $81.1K
|
16.7K
$1.38M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.47K+ 1.85% |
$65K - $79.5K
|
80.8K
$6.66M
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
1.45KNew |
$63.9K - $78.1K
|
1.45K
$119K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.41K+ 1.62% |
$62.3K - $76.2K
|
88.3K
$7.28M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
1.19K+ 154.33% |
$52.7K - $64.5K
|
1.97K
$162K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
947+ 11.36% |
$41.8K - $51.2K
|
9.28K
$765K
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
901+ 9.57% |
$39.8K - $48.7K
|
10.3K
$851K
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
524+ 7.03% |
$23.2K - $28.3K
|
7.98K
$658K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
412+ 3.81% |
$18.2K - $22.3K
|
11.2K
$925K
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
392+ 4.46% |
$17.3K - $21.2K
|
9.17K
$757K
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
349+ 6.31% |
$15.4K - $18.9K
|
5.88K
$485K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
311+ 0.43% |
$13.7K - $16.8K
|
72K
$5.94M
|
|
Jul 11, 2023
Q2 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
244+ 4.76% |
$10.8K - $13.2K
|
5.37K
$443K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
242New |
$10.7K - $13.1K
|
242
$20K
|