Purchases and Sales Made in Q4 2024 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 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
218KNew |
$16M - $18.7M
|
218K
$18.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
97.8KNew |
$7.19M - $8.42M
|
97.8K
$8.14M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
47.4K+ 454.95% |
$3.48M - $4.08M
|
57.8K
$4.81M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.8K+ 95.49% |
$2.48M - $2.91M
|
69.1K
$5.75M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
32.7KNew |
$2.4M - $2.81M
|
32.7K
$2.72M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30.6K+ 1175.38% |
$2.25M - $2.63M
|
33.2K
$2.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.6K+ 77.94% |
$2.1M - $2.47M
|
65.4K
$5.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
27.7KNew |
$2.04M - $2.39M
|
27.7K
$2.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
26.1K+ 18391.55% |
$1.92M - $2.25M
|
26.3K
$2.19M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
23.8KNew |
$1.75M - $2.05M
|
23.8K
$1.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
23.1KNew |
$1.7M - $1.99M
|
23.1K
$1.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
19.5K+ 19.91% |
$1.43M - $1.68M
|
117K
$9.76M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
19.4KNew |
$1.42M - $1.67M
|
19.4K
$1.61M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.6KNew |
$1.22M - $1.43M
|
16.6K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
14.4K+ 16.57% |
$1.06M - $1.24M
|
101K
$8.41M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
13.9KNew |
$1.02M - $1.19M
|
13.9K
$1.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
12.9KNew |
$944K - $1.11M
|
12.9K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11.3K+ 171.0% |
$830K - $973K
|
17.9K
$1.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9.45KNew |
$695K - $814K
|
9.45K
$787K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
8.44K+ 33.27% |
$620K - $726K
|
33.8K
$2.81M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
8.28KNew |
$609K - $713K
|
8.28K
$689K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.72K+ 74.39% |
$568K - $665K
|
18.1K
$1.51M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.13KNew |
$524K - $614K
|
7.13K
$593K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.54KNew |
$480K - $563K
|
6.54K
$544K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.23K+ 14.03% |
$458K - $536K
|
50.6K
$4.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.53KNew |
$333K - $390K
|
4.53K
$377K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
4.44KNew |
$327K - $383K
|
4.44K
$370K
|
|
|
Jan 24, 2025
Q4 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
4.2K+ 2.39% |
$309K - $361K
|
180K
$15M
|
|
|
Jan 13, 2025
Q4 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
4.17K+ 8.43% |
$306K - $359K
|
53.6K
$4.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
4.05K+ 115.14% |
$297K - $348K
|
7.56K
$629K
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3.7K+ 4.75% |
$272K - $319K
|
81.6K
$6.79M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.32KNew |
$244K - $286K
|
3.32K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.25KNew |
$239K - $280K
|
3.25K
$270K
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.11KNew |
$229K - $268K
|
3.11K
$259K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
3.04KNew |
$223K - $262K
|
3.04K
$253K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.84K+ 7.22% |
$135K - $158K
|
27.3K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.82K+ 41.38% |
$134K - $157K
|
6.23K
$518K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.72K+ 40.08% |
$127K - $148K
|
6.03K
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.49K+ 49.18% |
$110K - $128K
|
4.52K
$376K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.26K+ 10.81% |
$92.5K - $108K
|
12.9K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.23K+ 24.53% |
$90.5K - $106K
|
6.25K
$520K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
815+ 14.32% |
$59.9K - $70.2K
|
6.51K
$541K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
635+ 22.41% |
$46.7K - $54.7K
|
3.47K
$289K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
500+ 14.08% |
$36.7K - $43K
|
4.05K
$337K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
495+ 7.51% |
$36.4K - $42.6K
|
7.09K
$590K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
350+ 30.43% |
$25.7K - $30.1K
|
1.5K
$125K
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
324+ 7.86% |
$23.8K - $27.9K
|
4.45K
$370K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
288New |
$21.2K - $24.8K
|
288
$24K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
250New |
$18.4K - $21.5K
|
250
$20.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
250New |
$18.4K - $21.5K
|
250
$20.8K
|