Purchases and Sales Made in Q3 2021 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 Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 15, 2021
Q3 2021
|
Morgan Stanley
New York, NY |
BUY
|
- |
678KNew |
$26.2M - $29.1M
|
678K
$52.3M
|
|
Nov 15, 2021
Q3 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
35.4K+ 106.35% |
$1.37M - $1.52M
|
68.7K
$5.3M
|
|
Nov 15, 2021
Q3 2021
|
Ubs Group Ag
|
BUY
|
- |
34.2K+ 7.0% |
$1.32M - $1.47M
|
523K
$40.4M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
21.7KNew |
$836K - $932K
|
21.7K
$1.67M
|
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
19.4KNew |
$747K - $832K
|
19.4K
$1.49M
|
|
Nov 10, 2021
Q3 2021
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.5KNew |
$712K - $794K
|
18.5K
$1.43M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 19.56% |
$524K - $584K
|
83K
$6.41M
|
|
Nov 12, 2021
Q3 2021
|
Trinity Point Wealth, LLC
|
BUY
|
- |
13.4KNew |
$517K - $576K
|
13.4K
$1.03M
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12K+ 21.22% |
$464K - $518K
|
68.8K
$5.31M
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12K+ 21.22% |
$464K - $518K
|
68.8K
$5.31M
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
$431K - $480K
|
11.2K
$863K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
10.9K+ 20.41% |
$422K - $470K
|
64.5K
$4.98M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.7K+ 32.08% |
$412K - $460K
|
44K
$3.4M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.26KNew |
$318K - $355K
|
8.26K
$637K
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.49KNew |
$289K - $322K
|
7.49K
$578K
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
7.01KNew |
$270K - $301K
|
7.01K
$541K
|
|
Nov 02, 2021
Q3 2021
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7K+ 2.52% |
$270K - $301K
|
284K
$22M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
5.79K+ 6.77% |
$223K - $249K
|
91.3K
$7.05M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.78K+ 12.18% |
$223K - $249K
|
53.3K
$4.11M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.5K+ 34.73% |
$212K - $237K
|
21.4K
$1.65M
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
5.18KNew |
$200K - $222K
|
5.18K
$400K
|
|
Oct 28, 2021
Q3 2021
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
4.9K+ 7.73% |
$189K - $211K
|
68.3K
$5.27M
|
|
Nov 15, 2021
Q3 2021
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.39K+ 1.03% |
$131K - $146K
|
331K
$25.6M
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.69K+ 9.19% |
$104K - $116K
|
32K
$2.47M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
2.5KNew |
$96.5K - $107K
|
2.5K
$193K
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.49K+ 3.4% |
$96K - $107K
|
75.7K
$5.85M
|
|
Nov 12, 2021
Q3 2021
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
2KNew |
$77.2K - $86K
|
2K
$154K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.67K+ 10.5% |
$64.4K - $71.8K
|
17.6K
$1.36M
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.37K+ 1.1% |
$52.7K - $58.8K
|
126K
$9.71M
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.11KNew |
$42.7K - $47.6K
|
1.11K
$85.5K
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
789+ 2.34% |
$30.4K - $33.9K
|
34.5K
$2.66M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
600+ 7.49% |
$23.1K - $25.8K
|
8.61K
$665K
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
553+ 70.9% |
$21.3K - $23.8K
|
1.33K
$103K
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
540New |
$20.8K - $23.2K
|
540
$41.7K
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
515+ 1.42% |
$19.9K - $22.1K
|
36.8K
$2.84M
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
242+ 2.47% |
$9.34K - $10.4K
|
10K
$774K
|
|
Nov 15, 2021
Q3 2021
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
240+ 1.53% |
$9.26K - $10.3K
|
15.9K
$1.23M
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
98New |
$3.78K - $4.21K
|
98
$7.57K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
80New |
$3.09K - $3.44K
|
80
$6.18K
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
70New |
$2.7K - $3.01K
|
70
$5.4K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
25New |
$965 - $1.07K
|
25
$1.93K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6New |
$231 - $258
|
6
$463
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-69Closed |
$2.66K - $2.97K
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-81Closed |
$3.12K - $3.48K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-149- 89.22% |
$5.75K - $6.41K
|
18
$1.39K
|
|
Nov 01, 2021
Q3 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-249- 3.55% |
$9.61K - $10.7K
|
6.76K
$522K
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
SELL
|
- |
-250- 8.03% |
$9.65K - $10.7K
|
2.87K
$221K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-400Closed |
$15.4K - $17.2K
|
0
$0
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-548- 1.46% |
$21.1K - $23.6K
|
36.9K
$2.85M
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-577- 7.39% |
$22.3K - $24.8K
|
7.24K
$559K
|