Purchases and Sales Made in Q3 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 Q3 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
305K+ 54.18% |
$15.6M - $17M
|
869K
$71.7M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
115K+ 20.51% |
$5.87M - $6.38M
|
675K
$55.6M
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
112KNew |
$5.74M - $6.24M
|
112K
$9.26M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
108K+ 27.59% |
$5.51M - $5.99M
|
499K
$41.1M
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
96.6K+ 172.28% |
$4.93M - $5.37M
|
153K
$12.6M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
90.3K+ 109.99% |
$4.61M - $5.02M
|
172K
$14.2M
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
79K+ 1893.12% |
$4.04M - $4.39M
|
83.2K
$6.86M
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
73.2K+ 82.93% |
$3.74M - $4.07M
|
162K
$13.3M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
58.5K+ 8.5% |
$2.99M - $3.25M
|
746K
$61.5M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
53.9K+ 32.23% |
$2.75M - $3M
|
221K
$18.2M
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
50.6KNew |
$2.59M - $2.81M
|
50.6K
$4.18M
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
44.9K+ 92.15% |
$2.29M - $2.49M
|
93.6K
$7.72M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
43K+ 18.81% |
$2.2M - $2.39M
|
272K
$22.4M
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
36.8KNew |
$1.88M - $2.05M
|
36.8K
$3.04M
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
36.3K+ 72.22% |
$1.85M - $2.02M
|
86.5K
$7.14M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.6K+ 59.89% |
$1.72M - $1.87M
|
89.6K
$7.39M
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
24KNew |
$1.23M - $1.33M
|
24K
$1.98M
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.7K+ 15.93% |
$1.21M - $1.31M
|
172K
$14.2M
|
|
Oct 26, 2023
Q3 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
23.2KNew |
$1.18M - $1.29M
|
23.2K
$1.91M
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
22.6KNew |
$1.16M - $1.26M
|
22.6K
$1.87M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.4K+ 292.07% |
$1.14M - $1.24M
|
30K
$2.48M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
19.4K+ 985.76% |
$990K - $1.08M
|
21.3K
$1.76M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
18K+ 7.41% |
$920K - $1M
|
261K
$21.5M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.6K+ 253.61% |
$898K - $977K
|
24.5K
$2.02M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
17.2KNew |
$881K - $958K
|
17.2K
$1.42M
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
16.6KNew |
$846K - $920K
|
16.6K
$1.37M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
13.4K+ 18.64% |
$686K - $746K
|
85.4K
$7.04M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
12.9K+ 136.63% |
$661K - $719K
|
22.4K
$1.85M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
12KNew |
$612K - $666K
|
12K
$989K
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
11.9KNew |
$608K - $661K
|
11.9K
$981K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.8K+ 32.19% |
$604K - $657K
|
48.6K
$4.01M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
11.1KNew |
$569K - $618K
|
11.1K
$918K
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
11.1K+ 107.39% |
$566K - $615K
|
21.4K
$1.76M
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.2K+ 170666.67% |
$523K - $569K
|
10.2K
$845K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.57KNew |
$489K - $532K
|
9.57K
$789K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
9.34KNew |
$477K - $519K
|
9.34K
$770K
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7.78KNew |
$397K - $432K
|
7.78K
$642K
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
7.53KNew |
$385K - $418K
|
7.53K
$621K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
6.47K+ 26.3% |
$330K - $359K
|
31K
$2.56M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
6.18K+ 50.28% |
$316K - $344K
|
18.5K
$1.52M
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.98K+ 413.49% |
$305K - $332K
|
7.42K
$612K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
5.95KNew |
$304K - $330K
|
5.95K
$490K
|
|
Nov 08, 2023
Q3 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
5.92KNew |
$302K - $329K
|
5.92K
$488K
|
|
Oct 24, 2023
Q3 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
5.13KNew |
$262K - $285K
|
5.13K
$423K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
4.86KNew |
$248K - $270K
|
4.86K
$401K
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
4.59K+ 42.67% |
$234K - $255K
|
15.3K
$1.26M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
4.56K+ 55.27% |
$233K - $253K
|
12.8K
$1.06M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
4.55K+ 80.42% |
$232K - $253K
|
10.2K
$842K
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.34K+ 12.83% |
$222K - $241K
|
38.1K
$3.15M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
4.25KNew |
$217K - $236K
|
4.25K
$351K
|