Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2025
Q3 2025
|
Guided Capital Wealth Management, LLC
Houston, TX |
BUY
|
- |
55.6KNew |
$4.57M - $5.38M
|
55.6K
$5.4M
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
33.6K+ 235.31% |
$2.76M - $3.25M
|
47.9K
$4.65M
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
33.5K+ 1148.32% |
$2.76M - $3.24M
|
36.4K
$3.54M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
28.8KNew |
$2.37M - $2.78M
|
28.8K
$2.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
27.7K+ 16.62% |
$2.28M - $2.68M
|
195K
$18.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Banque Pictet & Cie Sa
|
BUY
|
- |
25KNew |
$2.06M - $2.42M
|
25K
$2.43M
|
|
|
Oct 01, 2025
Q3 2025
|
Park National Corp
|
BUY
|
- |
24.9KNew |
$2.05M - $2.41M
|
24.9K
$2.42M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
24.7KNew |
$2.03M - $2.39M
|
24.7K
$2.4M
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
23.5K+ 53.85% |
$1.93M - $2.27M
|
67.2K
$6.53M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
20.8K+ 106.26% |
$1.71M - $2.01M
|
40.3K
$3.91M
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
20.7K+ 72.11% |
$1.7M - $2M
|
49.5K
$4.81M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
19.6K+ 100.21% |
$1.61M - $1.89M
|
39.1K
$3.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.1K+ 32.05% |
$1.24M - $1.46M
|
62.3K
$6.05M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
13.2K+ 3.08% |
$1.09M - $1.28M
|
443K
$43M
|
|
|
Oct 14, 2025
Q3 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
12.3K+ 24.31% |
$1.01M - $1.19M
|
62.8K
$6.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
12K+ 6.84% |
$987K - $1.16M
|
188K
$18.2M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
9.71K+ 103.73% |
$799K - $939K
|
19.1K
$1.85M
|
|
|
Oct 21, 2025
Q3 2025
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
8.5KNew |
$699K - $822K
|
8.5K
$826K
|
|
|
Oct 06, 2025
Q3 2025
|
Mirador Capital Partners LP
|
BUY
|
- |
7.96KNew |
$654K - $769K
|
7.96K
$773K
|
|
|
Oct 09, 2025
Q3 2025
|
Trade Well Securities, Llc.
Fort Wayne, IN |
BUY
|
- |
7.2K+ 14.74% |
$592K - $696K
|
56.1K
$5.45M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
BUY
|
- |
6.94K+ 35.8% |
$571K - $671K
|
26.3K
$2.56M
|
|
|
Oct 06, 2025
Q3 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
5.55KNew |
$457K - $537K
|
5.55K
$540K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.26KNew |
$432K - $508K
|
5.26K
$511K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.26K+ 6.03% |
$432K - $508K
|
92.3K
$8.97M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
5.15K+ 19.34% |
$424K - $498K
|
31.8K
$3.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
4.86K+ 1388.29% |
$400K - $470K
|
5.21K
$506K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.05K+ 80.41% |
$333K - $391K
|
9.08K
$882K
|
|
|
Oct 21, 2025
Q3 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.82K+ 7.89% |
$314K - $370K
|
52.3K
$5.08M
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
BUY
|
- |
3.79KNew |
$311K - $366K
|
3.79K
$368K
|
|
|
Oct 09, 2025
Q3 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
3.27KNew |
$269K - $316K
|
3.27K
$318K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
3.23K+ 30.67% |
$265K - $312K
|
13.8K
$1.34M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
3.22K+ 9.18% |
$265K - $311K
|
38.3K
$3.72M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
3.2K+ 28.4% |
$263K - $310K
|
14.5K
$1.41M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.57K+ 19.27% |
$211K - $248K
|
15.9K
$1.54M
|
|
|
Oct 07, 2025
Q3 2025
|
Accel Wealth Management
|
BUY
|
- |
2.34K+ 43.52% |
$192K - $226K
|
7.71K
$749K
|
|
|
Oct 21, 2025
Q3 2025
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
2.28KNew |
$187K - $220K
|
2.28K
$222K
|
|
|
Oct 15, 2025
Q3 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.24K+ 32.18% |
$184K - $217K
|
9.21K
$894K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.1KNew |
$172K - $203K
|
2.1K
$204K
|
|
|
Oct 16, 2025
Q3 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.99K+ 54.42% |
$163K - $192K
|
5.64K
$548K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.76K+ 46.01% |
$145K - $170K
|
5.58K
$542K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
1.67K+ 20.45% |
$137K - $161K
|
9.83K
$955K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
1.66K+ 46.36% |
$136K - $160K
|
5.23K
$508K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.42K+ 4.32% |
$117K - $137K
|
34.2K
$3.33M
|
|
|
Oct 15, 2025
Q3 2025
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
1.42K+ 1.68% |
$116K - $137K
|
85.8K
$8.33M
|
|
|
Oct 23, 2025
Q3 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.4K+ 5.96% |
$115K - $135K
|
24.9K
$2.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.35K+ 25.29% |
$111K - $130K
|
6.68K
$649K
|
|
|
Oct 15, 2025
Q3 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.27K+ 39.69% |
$105K - $123K
|
4.47K
$435K
|
|
|
Oct 20, 2025
Q3 2025
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.16K+ 5.09% |
$95K - $112K
|
23.9K
$2.32M
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
830+ 11.97% |
$68.2K - $80.2K
|
7.76K
$754K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
798+ 8.73% |
$65.6K - $77.2K
|
9.94K
$966K
|