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 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
800+ 800.0% |
$58.8K - $68.9K
|
900
$71.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
779+ 16.57% |
$57.2K - $67.1K
|
5.48K
$436K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
750New |
$55.1K - $64.6K
|
750
$59.7K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
713+ 2.5% |
$52.4K - $61.4K
|
29.3K
$2.33M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
693New |
$50.9K - $59.7K
|
693
$55.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
635+ 22.41% |
$46.7K - $54.7K
|
3.47K
$276K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
625+ 15.21% |
$45.9K - $53.8K
|
4.73K
$377K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
587New |
$43.1K - $50.5K
|
587
$46.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
500+ 14.08% |
$36.7K - $43K
|
4.05K
$322K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
495+ 7.51% |
$36.4K - $42.6K
|
7.09K
$564K
|
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
353+ 3.4% |
$25.9K - $30.4K
|
10.7K
$854K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
350+ 30.43% |
$25.7K - $30.1K
|
1.5K
$119K
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
325+ 1.65% |
$23.9K - $28K
|
20K
$1.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
324+ 7.86% |
$23.8K - $27.9K
|
4.45K
$354K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300New |
$22K - $25.8K
|
300
$23.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
288New |
$21.2K - $24.8K
|
288
$22.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
250New |
$18.4K - $21.5K
|
250
$19.9K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
250New |
$18.4K - $21.5K
|
250
$19.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
208New |
$15.3K - $17.9K
|
208
$16.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
197New |
$14.5K - $17K
|
197
$15.7K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
185+ 616.67% |
$13.6K - $15.9K
|
215
$17.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
117New |
$8.6K - $10.1K
|
117
$9.31K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
65New |
$4.78K - $5.6K
|
65
$5.17K
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
58+ 20.21% |
$4.26K - $4.99K
|
345
$27.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
55+ 0.6% |
$4.04K - $4.73K
|
9.2K
$732K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30+ 0.31% |
$2.2K - $2.58K
|
9.73K
$775K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
3+ 0.1% |
$220 - $258
|
2.9K
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.09% |
$73.5 - $86.1
|
1.1K
$87.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.23% |
$73.5 - $86.1
|
428
$34.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-2- 0.02% |
$147 - $172
|
9.18K
$731K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-6- 24.0% |
$441 - $517
|
19
$1.51K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-23- 0.04% |
$1.69K - $1.98K
|
52.6K
$4.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-37- 1.14% |
$2.72K - $3.19K
|
3.21K
$256K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-38- 0.52% |
$2.79K - $3.27K
|
7.26K
$578K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 5.36% |
$5.95K - $6.97K
|
1.43K
$114K
|
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-155- 0.66% |
$11.4K - $13.3K
|
23.4K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-201- 30.36% |
$14.8K - $17.3K
|
461
$36.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-239- 2.96% |
$17.6K - $20.6K
|
7.84K
$624K
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-240- 0.19% |
$17.6K - $20.7K
|
124K
$9.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-275- 8.99% |
$20.2K - $23.7K
|
2.79K
$222K
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-557- 1.19% |
$40.9K - $48K
|
46.4K
$3.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-687- 8.7% |
$50.5K - $59.1K
|
7.21K
$574K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.08K- 2.58% |
$79.4K - $93K
|
40.8K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Alpha Omega Group, Inc.
|
SELL
|
- |
-1.33K- 1.26% |
$97.4K - $114K
|
104K
$8.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.87K- 4.13% |
$137K - $161K
|
43.3K
$3.45M
|
|
|
Jan 24, 2025
Q4 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-2.12K- 2.04% |
$156K - $183K
|
102K
$8.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.27K- 19.42% |
$167K - $196K
|
9.43K
$751K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-8.02K- 99.9% |
$589K - $690K
|
8
$637
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
SELL
|
- |
-10.2K- 21.24% |
$752K - $880K
|
37.9K
$3.02M
|