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 |
---|---|---|---|---|---|---|---|
Feb 03, 2025
Q4 2024
|
Meitav Dash Investments LTD
|
BUY
|
- |
350KNew |
$25.7M - $30.1M
|
350K
$27.5M
|
|
Jan 14, 2025
Q4 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
218KNew |
$16M - $18.7M
|
218K
$17.1M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
185KNew |
$13.6M - $15.9M
|
185K
$14.5M
|
|
Jan 24, 2025
Q4 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
122KNew |
$8.96M - $10.5M
|
122K
$9.59M
|
|
Jan 24, 2025
Q4 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
97.8KNew |
$7.19M - $8.42M
|
97.8K
$7.69M
|
|
Jan 30, 2025
Q4 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
94.3K+ 56.72% |
$6.93M - $8.11M
|
260K
$20.5M
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
87.6KNew |
$6.43M - $7.54M
|
87.6K
$6.88M
|
|
Jan 31, 2025
Q4 2024
|
Fagan Associates, Inc.
|
BUY
|
- |
59.4KNew |
$4.36M - $5.11M
|
59.4K
$4.67M
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
59KNew |
$4.34M - $5.08M
|
59K
$4.64M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
47.4K+ 454.95% |
$3.48M - $4.08M
|
57.8K
$4.54M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
46.9K+ 72.24% |
$3.45M - $4.04M
|
112K
$8.79M
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
40.5K+ 151.88% |
$2.98M - $3.49M
|
67.2K
$5.28M
|
|
Jan 30, 2025
Q4 2024
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
35.4KNew |
$2.6M - $3.05M
|
35.4K
$2.78M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
33.8K+ 95.49% |
$2.48M - $2.91M
|
69.1K
$5.43M
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
32.7KNew |
$2.4M - $2.81M
|
32.7K
$2.57M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
31K+ 12.31% |
$2.28M - $2.67M
|
283K
$22.2M
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
30.6K+ 1175.38% |
$2.25M - $2.63M
|
33.2K
$2.61M
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
30.1KNew |
$2.21M - $2.59M
|
30.1K
$2.36M
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29.4K+ 41.39% |
$2.16M - $2.53M
|
101K
$7.9M
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.6K+ 77.94% |
$2.1M - $2.47M
|
65.4K
$5.14M
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
27.7KNew |
$2.04M - $2.39M
|
27.7K
$2.18M
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
26.1K+ 18391.55% |
$1.92M - $2.25M
|
26.3K
$2.06M
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
24.8KNew |
$1.82M - $2.14M
|
24.8K
$1.95M
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
23.8KNew |
$1.75M - $2.05M
|
23.8K
$1.87M
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
23.1KNew |
$1.7M - $1.99M
|
23.1K
$1.82M
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
19.5K+ 19.91% |
$1.43M - $1.68M
|
117K
$9.22M
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
19.4KNew |
$1.42M - $1.67M
|
19.4K
$1.52M
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.6KNew |
$1.22M - $1.43M
|
16.6K
$1.3M
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.1K+ 110.35% |
$1.19M - $1.39M
|
30.7K
$2.42M
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
14.4K+ 16.57% |
$1.06M - $1.24M
|
101K
$7.94M
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
13.9KNew |
$1.02M - $1.19M
|
13.9K
$1.09M
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 175.22% |
$985K - $1.15M
|
21.1K
$1.65M
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
13.4K+ 29.64% |
$983K - $1.15M
|
58.5K
$4.6M
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
12.9KNew |
$944K - $1.11M
|
12.9K
$1.01M
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11.3K+ 171.0% |
$830K - $973K
|
17.9K
$1.41M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.1KNew |
$816K - $956K
|
11.1K
$873K
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9.45KNew |
$695K - $814K
|
9.45K
$743K
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
8.69KNew |
$638K - $748K
|
8.69K
$683K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
8.44K+ 33.27% |
$620K - $726K
|
33.8K
$2.66M
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
8.28KNew |
$609K - $713K
|
8.28K
$651K
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.72K+ 74.39% |
$568K - $665K
|
18.1K
$1.42M
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.13KNew |
$524K - $614K
|
7.13K
$560K
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
7.11K+ 75.02% |
$522K - $612K
|
16.6K
$1.3M
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
6.54KNew |
$480K - $563K
|
6.54K
$514K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.23K+ 14.03% |
$458K - $536K
|
50.6K
$3.98M
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
6.14KNew |
$451K - $529K
|
6.14K
$483K
|
|
Jan 31, 2025
Q4 2024
|
Strategic Advisors LLC
|
BUY
|
- |
5.97KNew |
$438K - $514K
|
5.97K
$469K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.42K+ 5.43% |
$398K - $466K
|
105K
$8.27M
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.38K+ 39.86% |
$395K - $463K
|
18.9K
$1.48M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.22K+ 23.16% |
$383K - $449K
|
27.7K
$2.18M
|