Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
4.08K+ 11.98% |
$208K - $227K
|
38.1K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.78K+ 70.7% |
$193K - $210K
|
9.14K
$748K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3.75K+ 5.3% |
$192K - $208K
|
74.5K
$6.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
3.49K+ 76.75% |
$178K - $194K
|
8.04K
$658K
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.34K+ 41.89% |
$171K - $186K
|
11.3K
$927K
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.44K+ 64.28% |
$125K - $136K
|
6.24K
$511K
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.14K+ 12.04% |
$110K - $119K
|
19.9K
$1.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.94K+ 2.93% |
$99.3K - $108K
|
68.3K
$5.59M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.92K+ 2.93% |
$97.9K - $106K
|
67.3K
$5.51M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.91K+ 17.07% |
$97.8K - $106K
|
13.1K
$1.07M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.72K+ 11.63% |
$87.8K - $95.5K
|
16.5K
$1.35M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.33K+ 31.33% |
$68K - $74K
|
5.58K
$457K
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
1.27K+ 1.27% |
$65K - $70.7K
|
101K
$8.3M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.2K+ 1.49% |
$61.3K - $66.7K
|
82K
$6.71M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
1.19K+ 4242.86% |
$60.7K - $66K
|
1.22K
$99.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.08K+ 2.62% |
$55K - $59.8K
|
42.2K
$3.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
993+ 25.07% |
$50.7K - $55.2K
|
4.95K
$405K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
749+ 14.08% |
$38.3K - $41.6K
|
6.07K
$497K
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
734+ 7.91% |
$37.5K - $40.8K
|
10K
$820K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
689+ 17.39% |
$35.2K - $38.3K
|
4.65K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
650New |
$33.2K - $36.1K
|
650
$53.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
596+ 7.21% |
$30.4K - $33.1K
|
8.86K
$725K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
545New |
$27.8K - $30.3K
|
545
$44.6K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
540+ 4.59% |
$27.6K - $30K
|
12.3K
$1.01M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
326+ 0.74% |
$16.7K - $18.1K
|
44.2K
$3.62M
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
277New |
$14.2K - $15.4K
|
277
$22.7K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
260+ 46.93% |
$13.3K - $14.4K
|
814
$66.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
225+ 2.45% |
$11.5K - $12.5K
|
9.4K
$769K
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
60New |
$3.07K - $3.33K
|
60
$4.91K
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
24+ 2.68% |
$1.23K - $1.33K
|
919
$75.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
16+ 114.29% |
$817 - $889
|
30
$2.46K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3New |
$153 - $167
|
3
$246
|
|
|
Oct 05, 2023
Q3 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
2+ 0.04% |
$102 - $111
|
5.37K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.28% |
$51.1 - $55.6
|
355
$29.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.13% |
$51.1 - $55.6
|
758
$62K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-105- 6.65% |
$5.36K - $5.83K
|
1.48K
$121K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-130- 1.2% |
$6.64K - $7.22K
|
10.7K
$878K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-153- 1.43% |
$7.82K - $8.5K
|
10.5K
$863K
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-275- 28.62% |
$14K - $15.3K
|
686
$56.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-349- 5.94% |
$17.8K - $19.4K
|
5.53K
$453K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-367- 7.53% |
$18.8K - $20.4K
|
4.51K
$369K
|
|
|
Nov 07, 2023
Q3 2023
|
Atlas Wealth LLC
Cincinnati, OH |
SELL
|
- |
-777- 0.76% |
$39.7K - $43.2K
|
101K
$8.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-1.5K- 8.98% |
$76.6K - $83.3K
|
15.2K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.65K- 13.85% |
$84.3K - $91.7K
|
10.3K
$840K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.78K- 5.99% |
$90.7K - $98.6K
|
27.9K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.99K- 3.63% |
$102K - $111K
|
52.8K
$4.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.01K- 6.82% |
$102K - $111K
|
27.4K
$2.24M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.19K- 24.36% |
$163K - $177K
|
9.9K
$810K
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-3.26K- 12.57% |
$166K - $181K
|
22.7K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
SELL
|
- |
-3.26K- 7.06% |
$167K - $181K
|
42.9K
$3.51M
|