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
|
Archford Capital Strategies, LLC
|
BUY
|
- |
495+ 7.51% |
$36.4K - $42.6K
|
7.09K
$549K
|
|
Feb 05, 2025
Q4 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
353+ 3.4% |
$25.9K - $30.4K
|
10.7K
$831K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
350+ 30.43% |
$25.7K - $30.1K
|
1.5K
$116K
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
330New |
$24.3K - $28.4K
|
330
$25.6K
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
325+ 1.65% |
$23.9K - $28K
|
20K
$1.55M
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
BUY
|
- |
324+ 7.86% |
$23.8K - $27.9K
|
4.45K
$345K
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
304New |
$22.3K - $26.2K
|
304
$23.6K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
300New |
$22K - $25.8K
|
300
$23.3K
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
288New |
$21.2K - $24.8K
|
288
$22.3K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
267New |
$19.6K - $23K
|
267
$20.7K
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
250New |
$18.4K - $21.5K
|
250
$19.4K
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
250New |
$18.4K - $21.5K
|
250
$19.4K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
220New |
$16.2K - $18.9K
|
220
$17.1K
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
209+ 0.71% |
$15.4K - $18K
|
29.8K
$2.31M
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
208New |
$15.3K - $17.9K
|
208
$16.1K
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
202+ 60.12% |
$14.8K - $17.4K
|
538
$41.7K
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
197New |
$14.5K - $17K
|
197
$15.3K
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
185+ 616.67% |
$13.6K - $15.9K
|
215
$16.7K
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
133New |
$9.77K - $11.4K
|
133
$10.3K
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
118+ 3.0% |
$8.67K - $10.2K
|
4.05K
$314K
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
117New |
$8.6K - $10.1K
|
117
$9.07K
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
106New |
$7.79K - $9.13K
|
106
$8.22K
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
65New |
$4.78K - $5.6K
|
65
$5.04K
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
58+ 20.21% |
$4.26K - $4.99K
|
345
$26.7K
|
|
Jan 16, 2025
Q4 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
55+ 0.6% |
$4.04K - $4.73K
|
9.2K
$713K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
30+ 0.31% |
$2.2K - $2.58K
|
9.73K
$754K
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
9+ 0.07% |
$661 - $775
|
12.7K
$988K
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6+ 0.64% |
$441 - $517
|
947
$73.4K
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
3+ 0.1% |
$220 - $258
|
2.9K
$225K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1+ 0.23% |
$73.5 - $86.1
|
428
$33.2K
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1+ 0.09% |
$73.5 - $86.1
|
1.1K
$85.3K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.23% |
$73.5 - $86.1
|
431
$33.4K
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
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
$712K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-6- 24.0% |
$441 - $517
|
19
$1.47K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-15- 2.35% |
$1.1K - $1.29K
|
623
$48.3K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-23- 0.04% |
$1.69K - $1.98K
|
52.6K
$4.08M
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
SELL
|
- |
-37- 1.14% |
$2.72K - $3.19K
|
3.21K
$249K
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-38- 0.52% |
$2.79K - $3.27K
|
7.26K
$563K
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-81- 5.36% |
$5.95K - $6.97K
|
1.43K
$111K
|
|
Feb 04, 2025
Q4 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-155- 0.66% |
$11.4K - $13.3K
|
23.4K
$1.81M
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-182- 1.01% |
$13.4K - $15.7K
|
17.9K
$1.38M
|
|
Feb 14, 2025
Q4 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-195- 5.62% |
$14.3K - $16.8K
|
3.27K
$254K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-201- 30.36% |
$14.8K - $17.3K
|
461
$35.7K
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-201- 37.15% |
$14.8K - $17.3K
|
340
$26.4K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-239- 2.96% |
$17.6K - $20.6K
|
7.84K
$608K
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-240- 0.19% |
$17.6K - $20.7K
|
124K
$9.64M
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-275- 8.99% |
$20.2K - $23.7K
|
2.79K
$216K
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
SELL
|
- |
-557- 1.19% |
$40.9K - $48K
|
46.4K
$3.59M
|