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 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
|
|
|
Oct 15, 2025
Q3 2025
|
True Wealth Advisors, LLC
|
BUY
|
- |
781+ 14.03% |
$64.2K - $75.5K
|
6.35K
$617K
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
762+ 128.07% |
$62.7K - $73.7K
|
1.36K
$132K
|
|
|
Oct 16, 2025
Q3 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
711+ 18.04% |
$58.5K - $68.7K
|
4.65K
$452K
|
|
|
Oct 16, 2025
Q3 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
693+ 10.01% |
$57K - $67K
|
7.61K
$740K
|
|
|
Oct 17, 2025
Q3 2025
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
599+ 4.36% |
$49.2K - $57.9K
|
14.3K
$1.39M
|
|
|
Oct 28, 2025
Q3 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
478+ 2.15% |
$39.3K - $46.2K
|
22.8K
$2.21M
|
|
|
Oct 21, 2025
Q3 2025
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
444+ 5.34% |
$36.5K - $42.9K
|
8.76K
$851K
|
|
|
Oct 08, 2025
Q3 2025
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
431+ 1.16% |
$35.4K - $41.7K
|
37.7K
$3.67M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
430+ 8.3% |
$35.4K - $41.6K
|
5.61K
$545K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
337New |
$27.7K - $32.6K
|
337
$32.7K
|
|
|
Oct 24, 2025
Q3 2025
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
307+ 1.64% |
$25.2K - $29.7K
|
19K
$1.85M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
304+ 0.99% |
$25K - $29.4K
|
30.9K
$3M
|
|
|
Oct 23, 2025
Q3 2025
|
Tru Independence LLC
|
BUY
|
- |
283+ 0.53% |
$23.3K - $27.4K
|
53.7K
$5.22M
|
|
|
Oct 28, 2025
Q3 2025
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
BUY
|
- |
278+ 0.5% |
$22.9K - $26.9K
|
55.8K
$5.42M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
228New |
$18.7K - $22K
|
228
$22.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
168+ 1.92% |
$13.8K - $16.2K
|
8.91K
$866K
|
|
|
Oct 29, 2025
Q3 2025
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
166+ 0.7% |
$13.6K - $16K
|
24K
$2.33M
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
129+ 1.45% |
$10.6K - $12.5K
|
9.02K
$877K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
69+ 12.39% |
$5.67K - $6.67K
|
626
$60.8K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
57New |
$4.69K - $5.51K
|
57
$5.54K
|
|
|
Oct 21, 2025
Q3 2025
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
56New |
$4.6K - $5.41K
|
56
$5.44K
|
|
|
Oct 22, 2025
Q3 2025
|
Goal Vest Advisory LLC
|
BUY
|
- |
50New |
$4.11K - $4.83K
|
50
$4.86K
|
|
|
Oct 14, 2025
Q3 2025
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
25+ 20.0% |
$2.06K - $2.42K
|
150
$14.6K
|
|
|
Oct 07, 2025
Q3 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
23New |
$1.89K - $2.22K
|
23
$2.23K
|
|
|
Oct 23, 2025
Q3 2025
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
1+ 0.01% |
$82.2 - $96.7
|
9.21K
$895K
|
|
|
Oct 21, 2025
Q3 2025
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1+ 0.01% |
$82.2 - $96.7
|
6.68K
$649K
|
|
|
Oct 27, 2025
Q3 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-15- 0.6% |
$1.23K - $1.45K
|
2.5K
$243K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-33- 0.41% |
$2.71K - $3.19K
|
8.07K
$784K
|
|
|
Oct 28, 2025
Q3 2025
|
Csenge Advisory Group
|
SELL
|
- |
-40- 0.68% |
$3.29K - $3.87K
|
5.81K
$565K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-57- 0.27% |
$4.69K - $5.51K
|
21K
$2.04M
|
|
|
Oct 17, 2025
Q3 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-64- 0.57% |
$5.26K - $6.19K
|
11.2K
$1.09M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-91- 0.46% |
$7.48K - $8.8K
|
19.5K
$1.9M
|
|
|
Oct 17, 2025
Q3 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-93- 1.63% |
$7.65K - $8.99K
|
5.62K
$546K
|
|
|
Oct 27, 2025
Q3 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-124- 16.69% |
$10.2K - $12K
|
619
$60.1K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-166- 1.2% |
$13.6K - $16K
|
13.7K
$1.33M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
SELL
|
- |
-170- 1.27% |
$14K - $16.4K
|
13.2K
$1.28M
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-277- 2.64% |
$22.8K - $26.8K
|
10.2K
$991K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-300- 17.14% |
$24.7K - $29K
|
1.45K
$141K
|
|
|
Oct 23, 2025
Q3 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
SELL
|
- |
-368- 9.64% |
$30.3K - $35.6K
|
3.45K
$335K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-441- 2.34% |
$36.3K - $42.6K
|
18.4K
$1.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
SELL
|
- |
-779- 1.0% |
$64K - $75.3K
|
77K
$7.48M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-788- 15.99% |
$64.8K - $76.2K
|
4.14K
$402K
|
|
|
Oct 01, 2025
Q3 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.31K- 3.2% |
$108K - $127K
|
39.7K
$3.86M
|
|
|
Oct 06, 2025
Q3 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
SELL
|
- |
-1.61K- 31.78% |
$133K - $156K
|
3.46K
$336K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-1.77K- 40.14% |
$145K - $171K
|
2.63K
$256K
|