Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.19KNew |
$279K - $315K
|
4.19K
$343K
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4.19K+ 841.97% |
$279K - $315K
|
4.69K
$384K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
4.16K+ 769.13% |
$277K - $313K
|
4.7K
$385K
|
|
|
Nov 14, 2024
Q3 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
4.15KNew |
$276K - $311K
|
4.15K
$339K
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
4.14KNew |
$275K - $311K
|
4.14K
$338K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
4.11KNew |
$273K - $309K
|
4.11K
$336K
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
3.74K+ 9.91% |
$249K - $281K
|
41.5K
$3.39M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.7K+ 93.67% |
$246K - $278K
|
7.65K
$626K
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
3.67K+ 19.46% |
$244K - $276K
|
22.5K
$1.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.65K+ 45.93% |
$243K - $274K
|
11.6K
$950K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
3.6K+ 22.65% |
$240K - $270K
|
19.5K
$1.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.57K+ 52.45% |
$238K - $268K
|
10.4K
$850K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.55KNew |
$236K - $267K
|
3.55K
$291K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.53KNew |
$235K - $265K
|
3.53K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.52KNew |
$234K - $264K
|
3.52K
$288K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
3.44K+ 11.55% |
$229K - $258K
|
33.2K
$2.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.33K+ 0.78% |
$222K - $250K
|
431K
$35.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
3.31K+ 12.57% |
$220K - $249K
|
29.6K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.21K+ 2.64% |
$213K - $241K
|
125K
$10.2M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
3.18K+ 28.35% |
$211K - $238K
|
14.4K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.06KNew |
$203K - $230K
|
3.06K
$250K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.05K+ 51.35% |
$203K - $229K
|
8.99K
$736K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
3.03KNew |
$202K - $228K
|
3.03K
$248K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
2.89KNew |
$193K - $217K
|
2.89K
$237K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
2.88K+ 12.83% |
$192K - $217K
|
25.4K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.82KNew |
$187K - $211K
|
2.82K
$230K
|
|
|
Oct 31, 2024
Q3 2024
|
Lincoln Capital LLC
|
BUY
|
- |
2.81KNew |
$187K - $211K
|
2.81K
$230K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.8K+ 12.38% |
$187K - $211K
|
25.4K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
2.69KNew |
$179K - $202K
|
2.69K
$220K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.6KNew |
$173K - $195K
|
2.6K
$213K
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2.51K+ 108.7% |
$167K - $189K
|
4.82K
$395K
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.43K+ 49.83% |
$162K - $182K
|
7.3K
$598K
|
|
|
Oct 22, 2024
Q3 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
2.29K+ 3.03% |
$152K - $172K
|
77.9K
$6.38M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.27K+ 5.38% |
$151K - $170K
|
44.4K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
2.13K+ 9.04% |
$142K - $160K
|
25.7K
$2.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.09K+ 6.03% |
$139K - $157K
|
36.7K
$3.01M
|
|
|
Oct 15, 2024
Q3 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.99K+ 4.31% |
$133K - $150K
|
48.1K
$3.94M
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
1.69K+ 26.32% |
$112K - $127K
|
8.09K
$662K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.62K+ 18.49% |
$108K - $122K
|
10.4K
$852K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.6K+ 6.7% |
$106K - $120K
|
25.5K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
1.57KNew |
$105K - $118K
|
1.57K
$129K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.57KNew |
$105K - $118K
|
1.57K
$129K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.51K+ 4.63% |
$100K - $113K
|
34.1K
$2.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.47K+ 16.2% |
$97.6K - $110K
|
10.5K
$861K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
1.46K+ 1.94% |
$97K - $109K
|
76.4K
$6.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
1.29K+ 2.83% |
$85.9K - $97K
|
46.9K
$3.84M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.23K+ 157.87% |
$82.1K - $92.6K
|
2.01K
$165K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.2K+ 2.92% |
$80.1K - $90.4K
|
42.4K
$3.47M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.09K+ 9.37% |
$72.6K - $81.9K
|
12.7K
$1.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.07K+ 26.69% |
$71K - $80.1K
|
5.06K
$414K
|