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 |
|---|---|---|---|---|---|
|
Smith Thornton Advisors LLC
Huntsville, AL |
May 01, 2025 Q1 2025 |
24,593
shares
|
$1.71 Million
1.04% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
24,035
shares
|
$1.67 Million
1.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
24,009
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2025
Added 10.21%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
May 13, 2025 Q1 2025 |
23,291
shares
|
$1.62 Million
1.15% of portfolio
|
Q1 2025
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
22,668
shares
|
$1.58 Million
1.82% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
22,073
shares
|
$1.54 Million
0.17% of portfolio
|
Q1 2025
Added 21.92%
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
21,190
shares
|
$1.48 Million
0.16% of portfolio
|
Q1 2025
Added 14.08%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
20,967
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Added 26.51%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
20,806
shares
|
$1.45 Million
0.0% of portfolio
|
Q1 2025
Added 15.49%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
20,386
shares
|
$1.42 Million
0.1% of portfolio
|
Q1 2025
Added 8.03%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Apr 08, 2025 Q1 2025 |
19,963
shares
|
$1.39 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
19,644
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Reduced 98.53%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
19,106
shares
|
$1.33 Million
0.06% of portfolio
|
Q1 2025
Added 528.49%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
18,888
shares
|
$1.32 Million
0.11% of portfolio
|
Q1 2025
Added 42.59%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
18,868
shares
|
$1.31 Million
0.02% of portfolio
|
Q1 2025
Added 140.54%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
18,840
shares
|
$1.31 Million
0.32% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Brio Consultants, LLC
|
May 07, 2025 Q1 2025 |
18,784
shares
|
$1.31 Million
0.49% of portfolio
|
Q1 2025
New holding
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
18,784
shares
|
$1.31 Million
0.47% of portfolio
|
Q1 2025
Added 210.74%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
18,278
shares
|
$1.27 Million
0.64% of portfolio
|
Q1 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
17,464
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Added 115.87%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
17,361
shares
|
$1.21 Million
0.01% of portfolio
|
Q1 2025
Added 31.37%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
16,957
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Added 17.07%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
16,816
shares
|
$1.17 Million
0.03% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
16,696
shares
|
$1.16 Million
0.6% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
15,884
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2025
New holding
|