Purchases and Sales Made in Q2 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.42K+ 44.47% |
$584K - $768K
|
30.6K
$2.83M
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
9.04K+ 10.97% |
$560K - $737K
|
91.4K
$8.46M
|
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
BUY
|
- |
9.01K+ 53.14% |
$558K - $734K
|
26K
$2.4M
|
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
8.71K+ 22.1% |
$539K - $710K
|
48.1K
$4.45M
|
|
|
Aug 14, 2025
Q2 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
8.36KNew |
$517K - $681K
|
8.36K
$774K
|
|
|
Aug 12, 2025
Q2 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
8.23K+ 81.87% |
$510K - $671K
|
18.3K
$1.69M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
8.05K+ 68.84% |
$499K - $656K
|
19.7K
$1.83M
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
8K+ 2.84% |
$495K - $652K
|
290K
$26.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.53K+ 13.07% |
$466K - $614K
|
65.2K
$6.03M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.44K+ 3.08% |
$461K - $606K
|
249K
$23.1M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.39K+ 144.96% |
$458K - $603K
|
12.5K
$1.16M
|
|
|
Aug 11, 2025
Q2 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
7.37K+ 14.96% |
$456K - $601K
|
56.6K
$5.24M
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
7.3K+ 30.39% |
$452K - $595K
|
31.3K
$2.9M
|
|
|
Jul 16, 2025
Q2 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
6.96KNew |
$431K - $568K
|
6.96K
$645K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
6.92KNew |
$428K - $564K
|
6.92K
$641K
|
|
|
Jul 09, 2025
Q2 2025
|
Presidio Capital Management, LLC
|
BUY
|
- |
6.89K+ 4.73% |
$427K - $562K
|
153K
$14.1M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
6.45K+ 21.12% |
$399K - $525K
|
37K
$3.42M
|
|
|
Aug 04, 2025
Q2 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
6.29K+ 4.82% |
$390K - $513K
|
137K
$12.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
6.21K+ 144.88% |
$384K - $506K
|
10.5K
$971K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
6.14K+ 12.19% |
$380K - $500K
|
56.5K
$5.23M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.03K+ 73.1% |
$373K - $491K
|
14.3K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
6KNew |
$372K - $489K
|
6K
$555K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
5.93K+ 21.41% |
$367K - $483K
|
33.6K
$3.11M
|
|
|
Aug 12, 2025
Q2 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
5.83K+ 19.13% |
$361K - $475K
|
36.3K
$3.36M
|
|
|
Aug 12, 2025
Q2 2025
|
Calton & Associates, Inc.
|
BUY
|
- |
5.77KNew |
$358K - $471K
|
5.77K
$535K
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.62K+ 17.91% |
$348K - $458K
|
37K
$3.43M
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.59K+ 16.41% |
$346K - $455K
|
39.6K
$3.67M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.33K+ 103.75% |
$330K - $435K
|
10.5K
$970K
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
5.33K+ 9.89% |
$330K - $434K
|
59.2K
$5.48M
|
|
|
Aug 07, 2025
Q2 2025
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
5.25K+ 11.53% |
$325K - $428K
|
50.8K
$4.71M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
5.23KNew |
$324K - $426K
|
5.23K
$484K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
5.08K+ 54.57% |
$315K - $414K
|
14.4K
$1.33M
|
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
4.53K+ 41.17% |
$280K - $369K
|
15.5K
$1.44M
|
|
|
Aug 12, 2025
Q2 2025
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
4.52KNew |
$280K - $369K
|
4.52K
$419K
|
|
|
Aug 12, 2025
Q2 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
4.37K+ 29.37% |
$271K - $356K
|
19.3K
$1.78M
|
|
|
Aug 14, 2025
Q2 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.27KNew |
$264K - $348K
|
4.27K
$395K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
4.04K+ 79.22% |
$250K - $329K
|
9.14K
$846K
|
|
|
Jul 21, 2025
Q2 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
3.89K+ 8.34% |
$241K - $317K
|
50.5K
$4.68M
|
|
|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
3.82KNew |
$236K - $311K
|
3.82K
$353K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3.67K+ 23.07% |
$227K - $299K
|
19.5K
$1.81M
|
|
|
Jul 21, 2025
Q2 2025
|
Curran Financial Partners, LLC
|
BUY
|
- |
3.65KNew |
$226K - $298K
|
3.65K
$338K
|
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
3.63K+ 8.09% |
$225K - $296K
|
48.5K
$4.49M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
3.33K+ 4.48% |
$206K - $272K
|
77.8K
$7.2M
|
|
|
Aug 06, 2025
Q2 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
3.2KNew |
$198K - $261K
|
3.2K
$296K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
3.2KNew |
$198K - $261K
|
3.2K
$296K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.2KNew |
$198K - $261K
|
3.2K
$296K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.19KNew |
$197K - $260K
|
3.19K
$295K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
3.15K+ 4.6% |
$195K - $257K
|
71.6K
$6.63M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.05KNew |
$189K - $248K
|
3.05K
$282K
|
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
3K+ 9.11% |
$186K - $244K
|
35.9K
$3.32M
|