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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
35,227
shares
|
$2.45 Million
1.47% of portfolio
|
Q2 2024
Reduced 64.18%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
35,206
shares
|
$2.45 Million
1.28% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
34,044
shares
|
$2.37 Million
0.04% of portfolio
|
Q1 2025
Added 10.74%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
32,887
shares
|
$2.29 Million
0.15% of portfolio
|
Q1 2025
Added 9.96%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
31,590
shares
|
$2.2 Million
0.56% of portfolio
|
Q4 2022
Reduced 97.73%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Apr 22, 2025 Q1 2025 |
31,535
shares
|
$2.2 Million
0.42% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
31,402
shares
|
$2.19 Million
0.02% of portfolio
|
Q1 2025
Added 44.32%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
30,524
shares
|
$2.13 Million
0.06% of portfolio
|
Q1 2025
Added 9.41%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
30,506
shares
|
$2.12 Million
0.06% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
30,460
shares
|
$2.12 Million
0.6% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
30,127
shares
|
$2.1 Million
1.43% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
29,751
shares
|
$2.07 Million
0.03% of portfolio
|
Q1 2025
Added 41.31%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
29,364
shares
|
$2.05 Million
0.02% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
River Tree Advisors, LLC
Winter Park, FL |
Apr 17, 2025 Q1 2025 |
28,628
shares
|
$1.99 Million
1.47% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
28,282
shares
|
$1.97 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Goal Vest Advisory LLC
|
Apr 07, 2025 Q1 2025 |
28,237
shares
|
$1.97 Million
0.55% of portfolio
|
Q1 2025
Added 7.54%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
27,681
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2025
Added 8.26%
|
|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
27,252
shares
|
$1.9 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
27,188
shares
|
$1.89 Million
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
27,133
shares
|
$1.89 Million
0.03% of portfolio
|
Q1 2025
Added 76.88%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,342
shares
|
$1.83 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
26,070
shares
|
$1.82 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
25,897
shares
|
$1.8 Million
1.03% of portfolio
|
Q1 2025
Added 56.23%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,073
shares
|
$1.75 Million
0.04% of portfolio
|
Q4 2019
Reduced 91.01%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
25,007
shares
|
$1.74 Million
0.03% of portfolio
|
Q1 2025
New holding
|