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 213 institutions that hold shares in the stock, with a total of 16.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
103,451
shares
|
$8.07 Million
0.05% of portfolio
|
Q3 2024
Added 29.57%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
99,826
shares
|
$7.78 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
99,085
shares
|
$7.73 Million
3.19% of portfolio
|
Q3 2024
Reduced 1.96%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
97,796
shares
|
$7.63 Million
1.12% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Next Level Private LLC
Harrison, NY |
Oct 10, 2024 Q3 2024 |
86,671
shares
|
$6.76 Million
2.79% of portfolio
|
Q3 2024
Added 25.25%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
85,626
shares
|
$6.68 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
85,626
shares
|
$6.68 Million
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
82,481
shares
|
$6.43 Million
3.42% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 22, 2024 Q3 2024 |
77,926
shares
|
$6.08 Million
2.64% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
77,171
shares
|
$6.02 Million
0.44% of portfolio
|
Q3 2024
Reduced 10.25%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
76,411
shares
|
$5.96 Million
0.5% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
74,239
shares
|
$5.79 Million
0.05% of portfolio
|
Q3 2024
Added 219.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
72,145
shares
|
$5.63 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
71,138
shares
|
$5.55 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
67,077
shares
|
$5.23 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.09%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
64,945
shares
|
$5.06 Million
0.03% of portfolio
|
Q3 2024
Reduced 21.17%
|
|
|
Prudential PLC
London, England, X0 |
Nov 12, 2024 Q3 2024 |
64,500
shares
|
$5.03 Million
0.02% of portfolio
|
Q3 2024
Added 61.25%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
64,475
shares
|
$5.03 Million
0.67% of portfolio
|
Q3 2024
Reduced 28.23%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
63,868
shares
|
$4.98 Million
0.05% of portfolio
|
Q3 2024
Reduced 19.2%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
52,656
shares
|
$4.11 Million
2.2% of portfolio
|
Q3 2024
Added 133.58%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
52,409
shares
|
$4.09 Million
1.73% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
51,904
shares
|
$4.05 Million
0.01% of portfolio
|
Q3 2024
Added 27.53%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
50,548
shares
|
$3.94 Million
0.0% of portfolio
|
Q3 2024
Added 121.61%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2024 Q3 2024 |
49,452
shares
|
$3.86 Million
2.84% of portfolio
|
Q2 2024
Reduced 91.61%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
49,095
shares
|
$3.83 Million
2.63% of portfolio
|
Q3 2024
New holding
|