Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
7.53K+ 6.96% |
$464K - $552K
|
116K
$9.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
6.81KNew |
$420K - $499K
|
6.81K
$542K
|
|
|
Aug 05, 2024
Q2 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
6.67KNew |
$411K - $488K
|
6.67K
$531K
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
6.58KNew |
$405K - $482K
|
6.58K
$524K
|
|
|
Jul 24, 2024
Q2 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
6.4KNew |
$395K - $469K
|
6.4K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
6.28KNew |
$387K - $460K
|
6.28K
$500K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
6.04K+ 95.16% |
$372K - $442K
|
12.4K
$986K
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
5.93KNew |
$366K - $434K
|
5.93K
$472K
|
|
|
Jul 10, 2024
Q2 2024
|
Parkside Investments, LLC
|
BUY
|
- |
5.91K+ 8.05% |
$364K - $433K
|
79.4K
$6.32M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
5.74K+ 4.96% |
$354K - $420K
|
121K
$9.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
5.67KNew |
$349K - $415K
|
5.67K
$451K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
5.16K+ 142.52% |
$318K - $378K
|
8.78K
$699K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.8KNew |
$296K - $352K
|
4.8K
$382K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
4.56K+ 37.36% |
$281K - $334K
|
16.8K
$1.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
4.44K+ 23.2% |
$274K - $325K
|
23.6K
$1.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
4.43K+ 104.83% |
$273K - $324K
|
8.65K
$689K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.3K+ 5.25% |
$265K - $315K
|
86.2K
$6.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
4.19K+ 547.97% |
$258K - $307K
|
4.96K
$395K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
4.15KNew |
$256K - $304K
|
4.15K
$331K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
3.99KNew |
$246K - $292K
|
3.99K
$318K
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
3.77KNew |
$232K - $276K
|
3.77K
$300K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.54KNew |
$218K - $259K
|
3.54K
$282K
|
|
|
Jul 15, 2024
Q2 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
3.5KNew |
$216K - $256K
|
3.5K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
3.31KNew |
$204K - $243K
|
3.31K
$264K
|
|
|
Aug 06, 2024
Q2 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.3KNew |
$203K - $242K
|
3.3K
$263K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.28K+ 29.67% |
$202K - $240K
|
14.3K
$1.14M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.24K+ 18.97% |
$200K - $237K
|
20.3K
$1.62M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
3.18KNew |
$196K - $233K
|
3.18K
$253K
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
3.04KNew |
$187K - $223K
|
3.04K
$242K
|
|
|
Aug 09, 2024
Q2 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
3KNew |
$185K - $220K
|
3K
$239K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
2.99KNew |
$184K - $219K
|
2.99K
$238K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.98KNew |
$184K - $218K
|
2.98K
$237K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
2.97K+ 23.0% |
$183K - $218K
|
15.9K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.91KNew |
$179K - $213K
|
2.91K
$232K
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
2.87K+ 32.75% |
$177K - $210K
|
11.6K
$927K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.87K+ 3.95% |
$177K - $210K
|
75.6K
$6.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
2.59K+ 15.94% |
$160K - $190K
|
18.9K
$1.5M
|
|
|
Jul 30, 2024
Q2 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
2.59K+ 6.01% |
$160K - $189K
|
45.6K
$3.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.47K+ 23.63% |
$152K - $181K
|
12.9K
$1.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.42K+ 25.58% |
$149K - $177K
|
11.9K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.31KNew |
$142K - $169K
|
2.31K
$184K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.14K+ 7.76% |
$132K - $157K
|
29.7K
$2.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.96K+ 33.02% |
$121K - $143K
|
7.89K
$628K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.88K+ 2.57% |
$116K - $137K
|
75K
$5.97M
|
|
|
Aug 09, 2024
Q2 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
1.7K+ 18.28% |
$105K - $124K
|
11K
$876K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.7KNew |
$104K - $124K
|
1.7K
$135K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.61K+ 7.66% |
$99.3K - $118K
|
22.6K
$1.8M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.51KNew |
$93.1K - $111K
|
1.51K
$120K
|
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
1.46K+ 12.3% |
$90.1K - $107K
|
13.3K
$1.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.46K+ 2.88% |
$89.9K - $107K
|
52.1K
$4.15M
|