Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
622K+ 83.3% |
$29.2M - $36.5M
|
1.37M
$105M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
332K+ 5949.09% |
$15.6M - $19.5M
|
337K
$25.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
212K+ 24.36% |
$9.94M - $12.4M
|
1.08M
$82.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
57.2K+ 238.33% |
$2.69M - $3.36M
|
81.2K
$6.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
56K+ 545.71% |
$2.63M - $3.29M
|
66.3K
$5.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
55.1K+ 237.97% |
$2.59M - $3.23M
|
78.3K
$5.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
49K+ 9.83% |
$2.3M - $2.88M
|
548K
$42M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.7K+ 28.26% |
$2.29M - $2.86M
|
221K
$16.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
44.2K+ 440.93% |
$2.07M - $2.59M
|
54.2K
$4.15M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
36.5K+ 5.4% |
$1.71M - $2.14M
|
711K
$54.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
35.9K+ 67.95% |
$1.68M - $2.1M
|
88.7K
$6.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
30.1KNew |
$1.41M - $1.77M
|
30.1K
$2.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
22.6K+ 14.01% |
$1.06M - $1.33M
|
184K
$14.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
21.9K+ 426.74% |
$1.03M - $1.28M
|
27K
$2.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
19.9K+ 7.61% |
$932K - $1.16M
|
281K
$21.5M
|
|
|
Jan 24, 2024
Q4 2023
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
19.4K+ 54.71% |
$909K - $1.14M
|
54.8K
$4.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
17.9K+ 21.49% |
$839K - $1.05M
|
101K
$7.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
17.1KNew |
$804K - $1.01M
|
17.1K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
15.5KNew |
$729K - $912K
|
15.5K
$1.19M
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
13.5K+ 51.63% |
$633K - $791K
|
39.6K
$3.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.7K+ 26.15% |
$596K - $745K
|
61.3K
$4.69M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
12.2KNew |
$572K - $715K
|
12.2K
$934K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
12.1K+ 12.94% |
$569K - $711K
|
106K
$8.1M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
10K+ 47.04% |
$471K - $589K
|
31.4K
$2.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10K+ 12.22% |
$470K - $588K
|
92K
$7.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.76K+ 167.65% |
$458K - $573K
|
15.6K
$1.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.95K+ 68.19% |
$420K - $525K
|
22.1K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.81KNew |
$414K - $517K
|
8.81K
$675K
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
8.42KNew |
$395K - $494K
|
8.42K
$645K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
8.2K+ 9.6% |
$385K - $481K
|
93.6K
$7.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
7.18K+ 89.26% |
$337K - $421K
|
15.2K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
6.73K+ 158.16% |
$316K - $395K
|
11K
$841K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.22K+ 14.06% |
$292K - $365K
|
50.5K
$3.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
5.79K+ 37.74% |
$272K - $340K
|
21.1K
$1.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.62KNew |
$264K - $329K
|
5.62K
$430K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
4.97K+ 7.38% |
$233K - $291K
|
72.3K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
4.86K+ 16.18% |
$228K - $285K
|
34.9K
$2.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.68KNew |
$219K - $274K
|
4.68K
$358K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
4.62KNew |
$217K - $271K
|
4.62K
$354K
|
|
|
Feb 14, 2024
Q4 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.03KNew |
$189K - $236K
|
4.03K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.99K+ 14.31% |
$187K - $234K
|
31.9K
$2.44M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.83K+ 1580.58% |
$180K - $224K
|
4.07K
$311K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.7KNew |
$174K - $217K
|
3.7K
$283K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
3.61K+ 14.73% |
$170K - $212K
|
28.1K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.27K+ 27.3% |
$154K - $192K
|
15.3K
$1.17M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.09K+ 18.74% |
$145K - $181K
|
19.6K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
2.93K+ 17.67% |
$137K - $172K
|
19.5K
$1.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
2.11K+ 3.04% |
$98.8K - $124K
|
71.4K
$5.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.09K+ 16.3% |
$98K - $122K
|
14.9K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.37K+ 28.22% |
$64.4K - $80.5K
|
6.23K
$477K
|