Purchases and Sales Made in Q4 2022 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 Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
1.39MNew |
$54.7M - $65.9M
|
1.39M
$115M
|
|
|
Feb 14, 2023
Q4 2022
|
Atlas Wealth LLC
Cincinnati, OH |
BUY
|
- |
111KNew |
$4.35M - $5.24M
|
111K
$9.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
83.8KNew |
$3.29M - $3.96M
|
83.8K
$6.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
66.8K+ 20.04% |
$2.62M - $3.16M
|
400K
$33M
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
BUY
|
- |
61.7KNew |
$2.42M - $2.92M
|
61.7K
$5.09M
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
61.5KNew |
$2.41M - $2.91M
|
61.5K
$5.07M
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
61.5KNew |
$2.41M - $2.91M
|
61.5K
$5.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
52.5K+ 114.85% |
$2.06M - $2.48M
|
98.3K
$8.11M
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
45KNew |
$1.77M - $2.13M
|
45K
$3.71M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
44.5K+ 83.95% |
$1.75M - $2.1M
|
97.5K
$8.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
34K+ 84.6% |
$1.34M - $1.61M
|
74.3K
$6.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
29.4K+ 63.57% |
$1.16M - $1.39M
|
75.7K
$6.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
28.9K+ 35.4% |
$1.13M - $1.36M
|
110K
$9.1M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
28.1KNew |
$1.1M - $1.33M
|
28.1K
$2.31M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.8K+ 31.21% |
$776K - $935K
|
83.1K
$6.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17KNew |
$667K - $803K
|
17K
$1.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
9.47KNew |
$372K - $448K
|
9.47K
$781K
|
|
|
Feb 08, 2023
Q4 2022
|
Ubs Group Ag
|
BUY
|
- |
9.19K+ 2.71% |
$361K - $434K
|
349K
$28.8M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
9.05KNew |
$355K - $428K
|
9.05K
$746K
|
|
|
Feb 10, 2023
Q4 2022
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
7.86KNew |
$308K - $371K
|
7.86K
$648K
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.52K+ 2.68% |
$295K - $355K
|
288K
$23.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6.42K+ 713.0% |
$252K - $303K
|
7.32K
$603K
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
5.55K+ 30.66% |
$218K - $262K
|
23.6K
$1.95M
|
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.24K+ 28.38% |
$206K - $248K
|
23.7K
$1.96M
|
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
5.24K+ 28.38% |
$206K - $248K
|
23.7K
$1.96M
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
5.24KNew |
$206K - $248K
|
5.24K
$432K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.18K+ 17.16% |
$203K - $245K
|
35.3K
$2.91M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.8KNew |
$188K - $227K
|
4.8K
$396K
|
|
|
Feb 07, 2023
Q4 2022
|
Envestnet Asset Management Inc
|
BUY
|
- |
4.65K+ 51.05% |
$182K - $220K
|
13.8K
$1.13M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
4.55KNew |
$179K - $215K
|
4.55K
$376K
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
2.66K+ 31.32% |
$104K - $126K
|
11.2K
$920K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
2.37KNew |
$93K - $112K
|
2.37K
$195K
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
1.76K+ 9.89% |
$69.2K - $83.3K
|
19.6K
$1.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.12K+ 1.44% |
$43.9K - $52.9K
|
79K
$6.52M
|
|
|
Feb 10, 2023
Q4 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
787New |
$30.9K - $37.2K
|
787
$64.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
500New |
$19.6K - $23.6K
|
500
$41.2K
|
|
|
Feb 02, 2023
Q4 2022
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
455+ 0.47% |
$17.9K - $21.5K
|
97.4K
$8.03M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
30New |
$1.18K - $1.42K
|
30
$2.47K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
30New |
$1.18K - $1.42K
|
30
$2.47K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
17+ 0.04% |
$667 - $803
|
46.3K
$3.82M
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
7+ 0.1% |
$275 - $331
|
6.77K
$559K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3+ 0.02% |
$118 - $142
|
13.8K
$1.14M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.12% |
$39.3 - $47.3
|
851
$70.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-72- 4.79% |
$2.83K - $3.4K
|
1.43K
$118K
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-126- 1.66% |
$4.95K - $5.95K
|
7.46K
$615K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-217- 1.99% |
$8.52K - $10.3K
|
10.7K
$880K
|
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-305- 3.28% |
$12K - $14.4K
|
8.99K
$741K
|
|
|
Feb 14, 2023
Q4 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-391- 7.09% |
$15.3K - $18.5K
|
5.12K
$422K
|
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-421- 5.02% |
$16.5K - $19.9K
|
7.96K
$656K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-524- 6.56% |
$20.6K - $24.8K
|
7.46K
$615K
|