Institutional Ownership 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). We have compiled data on the 345 institutions that hold shares in the stock, with a total of 33.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
170,172
shares
|
$11.9 Million
0.07% of portfolio
|
Q1 2025
Added 52.13%
|
|
|
Next Level Private LLC
Harrison, NY |
Apr 11, 2025 Q1 2025 |
162,698
shares
|
$11.3 Million
4.42% of portfolio
|
Q1 2025
Added 61.03%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
162,635
shares
|
$11.3 Million
1.69% of portfolio
|
Q1 2025
Added 38.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
158,175
shares
|
$11 Million
0.34% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
156,508
shares
|
$10.9 Million
0.07% of portfolio
|
Q1 2025
Added 36.0%
|
|
|
Presidio Capital Management, LLC
|
Apr 08, 2025 Q1 2025 |
145,612
shares
|
$10.1 Million
4.09% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
145,535
shares
|
$10.1 Million
0.1% of portfolio
|
Q1 2025
Added 11.65%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
130,603
shares
|
$9.1 Million
6.43% of portfolio
|
Q1 2025
Added 53.47%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
120,006
shares
|
$8.36 Million
0.65% of portfolio
|
Q1 2025
Added 107.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
119,801
shares
|
$8.34 Million
0.07% of portfolio
|
Q1 2025
Added 17.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
119,093
shares
|
$8.29 Million
0.27% of portfolio
|
Q1 2025
Added 13.16%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
115,111
shares
|
$8.02 Million
0.0% of portfolio
|
Q1 2025
Added 34.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
100,583
shares
|
$7.01 Million
0.05% of portfolio
|
Q4 2024
Added 41.39%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
98,815
shares
|
$6.88 Million
1.65% of portfolio
|
Q1 2025
Added 125.3%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
May 08, 2025 Q1 2025 |
97,762
shares
|
$6.81 Million
3.9% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
97,469
shares
|
$6.79 Million
0.42% of portfolio
|
Q1 2025
Added 604.2%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
89,765
shares
|
$6.25 Million
0.02% of portfolio
|
Q1 2025
Added 40.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
88,965
shares
|
$6.2 Million
0.15% of portfolio
|
Q1 2025
Added 32.34%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Apr 11, 2025 Q1 2025 |
87,934
shares
|
$6.12 Million
2.58% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
84,611
shares
|
$5.89 Million
0.02% of portfolio
|
Q1 2025
Added 29.41%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
82,399
shares
|
$5.74 Million
1.91% of portfolio
|
Q1 2025
Added 39.58%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
82,392
shares
|
$5.74 Million
0.13% of portfolio
|
Q1 2025
Added 15.81%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
74,467
shares
|
$5.19 Million
0.02% of portfolio
|
Q1 2025
Added 27.32%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
73,233
shares
|
$5.1 Million
0.45% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
72,657
shares
|
$5.06 Million
0.37% of portfolio
|
Q1 2025
Reduced 9.17%
|