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 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
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-10.4K- 25.83% |
$761K - $891K
|
29.7K
$2.37M
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-10.9K- 14.23% |
$799K - $936K
|
65.5K
$5.22M
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-29.2K- 70.52% |
$2.15M - $2.52M
|
12.2K
$973K
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-45.4K- 54.99% |
$3.33M - $3.9M
|
37.1K
$2.96M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-63.5K- 32.32% |
$4.67M - $5.47M
|
133K
$10.6M
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-179K- 96.95% |
$13.2M - $15.4M
|
5.64K
$449K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-689K- 98.11% |
$50.6M - $59.3M
|
13.2K
$1.05M
|