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 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
197New |
$14.5K - $17K
|
197
$16.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
55+ 0.6% |
$4.04K - $4.73K
|
9.2K
$766K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30+ 0.31% |
$2.2K - $2.58K
|
9.73K
$810K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
3+ 0.1% |
$220 - $258
|
2.9K
$241K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-6- 24.0% |
$441 - $517
|
19
$1.58K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-37- 1.14% |
$2.72K - $3.19K
|
3.21K
$267K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-201- 30.36% |
$14.8K - $17.3K
|
461
$38.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-275- 8.99% |
$20.2K - $23.7K
|
2.79K
$232K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-687- 8.7% |
$50.5K - $59.1K
|
7.21K
$600K
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.12K- 2.04% |
$156K - $183K
|
102K
$8.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.02K- 99.9% |
$589K - $690K
|
8
$666
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 21.24% |
$752K - $880K
|
37.9K
$3.16M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-10.4K- 25.83% |
$761K - $891K
|
29.7K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-29.2K- 70.52% |
$2.15M - $2.52M
|
12.2K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-45.4K- 54.99% |
$3.33M - $3.9M
|
37.1K
$3.09M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-689K- 98.11% |
$50.6M - $59.3M
|
13.2K
$1.1M
|