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
|
Lokken Investment Group LLC
|
BUY
|
- |
1.29K+ 2.56% |
$60.8K - $75.9K
|
51.9K
$4.28M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.25K+ 11.24% |
$58.7K - $73.4K
|
12.4K
$1.02M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.1KNew |
$51.6K - $64.5K
|
1.1K
$90.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
851+ 0.56% |
$40K - $49.9K
|
153K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
677+ 15.03% |
$31.8K - $39.7K
|
5.18K
$427K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
671New |
$31.5K - $39.4K
|
671
$55.3K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
667+ 11.22% |
$31.3K - $39.1K
|
6.61K
$545K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
528+ 7.12% |
$24.8K - $31K
|
7.95K
$655K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
504+ 0.45% |
$23.7K - $29.6K
|
113K
$9.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
344+ 3.26% |
$16.2K - $20.2K
|
10.9K
$898K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
275New |
$12.9K - $16.1K
|
275
$22.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
275+ 2.68% |
$12.9K - $16.1K
|
10.5K
$868K
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
221New |
$10.4K - $13K
|
221
$18.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
178+ 0.83% |
$8.36K - $10.4K
|
21.6K
$1.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
164+ 0.89% |
$7.7K - $9.62K
|
18.6K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
100+ 0.84% |
$4.7K - $5.87K
|
12K
$990K
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
55New |
$2.58K - $3.23K
|
55
$4.54K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
12+ 2.2% |
$563 - $704
|
557
$45.9K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$563 - $704
|
12
$990
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-10- 0.11% |
$470 - $587
|
8.92K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-16- 53.33% |
$751 - $939
|
14
$1.15K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-69- 1.39% |
$3.24K - $4.05K
|
4.89K
$403K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-151- 19.92% |
$7.09K - $8.86K
|
607
$50.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-218- 3.49% |
$10.2K - $12.8K
|
6.02K
$497K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
SELL
|
- |
-277Closed |
$13K - $16.3K
|
0
$0
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-279- 1.02% |
$13.1K - $16.4K
|
27.1K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-300- 3.19% |
$14.1K - $17.6K
|
9.1K
$750K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-331- 3.46% |
$15.5K - $19.4K
|
9.24K
$762K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-364- 44.72% |
$17.1K - $21.4K
|
450
$37.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-367- 53.5% |
$17.2K - $21.5K
|
319
$26.3K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-380- 3.54% |
$17.8K - $22.3K
|
10.3K
$853K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-445- 4.36% |
$20.9K - $26.1K
|
9.76K
$805K
|
|
|
Jan 10, 2024
Q4 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-468- 8.72% |
$22K - $27.5K
|
4.9K
$404K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-962- 79.11% |
$45.2K - $56.5K
|
254
$20.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-993- 0.74% |
$46.6K - $58.3K
|
133K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-1.08K- 11.52% |
$50.5K - $63.1K
|
8.26K
$681K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.14K- 0.66% |
$53.5K - $66.8K
|
171K
$14.1M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-1.2K- 20.21% |
$56.2K - $70.2K
|
4.72K
$390K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.26K- 10.22% |
$59.1K - $73.9K
|
11.1K
$912K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.29K- 3.0% |
$60.5K - $75.6K
|
41.6K
$3.43M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.5K- 3.02% |
$70.5K - $88.1K
|
48.3K
$3.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-1.93K- 25.57% |
$90.4K - $113K
|
5.6K
$462K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.99K- 20.15% |
$93.6K - $117K
|
7.9K
$652K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.17K- 19.19% |
$102K - $128K
|
9.15K
$755K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-2.3K- 3.09% |
$108K - $135K
|
72.2K
$5.96M
|
|
|
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-3.07K- 25.42% |
$144K - $180K
|
9.01K
$743K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.48K- 1.28% |
$163K - $204K
|
268K
$22.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.03K- 10.95% |
$189K - $236K
|
32.8K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-4.08K- 10.7% |
$192K - $239K
|
34.1K
$2.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.6K- 30.26% |
$216K - $270K
|
10.6K
$874K
|