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 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.77K- 11.32% |
$224K - $280K
|
37.4K
$2.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-4.86K- 54.85% |
$228K - $285K
|
4K
$306K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-6.31K- 7.04% |
$296K - $370K
|
83.3K
$6.38M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-7.64K- 7.53% |
$359K - $448K
|
93.8K
$7.18M
|
|
|
Jan 18, 2024
Q4 2023
|
Well Done, LLC
|
SELL
|
- |
-8.46K- 45.65% |
$397K - $496K
|
10.1K
$772K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-8.52K- 38.03% |
$400K - $500K
|
13.9K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-8.61K- 21.03% |
$404K - $505K
|
32.3K
$2.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-12.4K- 39.97% |
$583K - $728K
|
18.6K
$1.43M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-14K- 6.34% |
$659K - $823K
|
207K
$15.9M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-17.2KClosed |
$809K - $1.01M
|
0
$0
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-17.6K- 77.8% |
$828K - $1.03M
|
5.03K
$385K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-22.5K- 99.27% |
$1.06M - $1.32M
|
165
$12.6K
|
|
|
Dec 26, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-35.3K- 69.88% |
$1.66M - $2.07M
|
15.2K
$1.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-42.6K- 49.25% |
$2M - $2.5M
|
43.9K
$3.36M
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-332K- 98.27% |
$15.6M - $19.5M
|
5.84K
$447K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-826K- 37.65% |
$38.8M - $48.5M
|
1.37M
$105M
|