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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
1.03K+ 12.15% |
$68.6K - $77.4K
|
9.51K
$778K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
942+ 29.6% |
$62.7K - $70.8K
|
4.12K
$338K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
773New |
$51.5K - $58.1K
|
773
$63.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
657+ 30.18% |
$43.7K - $49.3K
|
2.83K
$232K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
541New |
$36K - $40.6K
|
541
$44.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
485+ 10.16% |
$32.3K - $36.4K
|
5.26K
$430K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
350New |
$23.3K - $26.3K
|
350
$28.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
336+ 0.65% |
$22.4K - $25.2K
|
52.4K
$4.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
336New |
$22.4K - $25.2K
|
336
$27.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
326+ 4.13% |
$21.7K - $24.5K
|
8.21K
$672K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
318+ 1.13% |
$21.2K - $23.9K
|
28.6K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
314+ 7.88% |
$20.9K - $23.6K
|
4.3K
$352K
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
293+ 0.79% |
$19.5K - $22K
|
37.4K
$3.06M
|
|
|
Oct 15, 2024
Q3 2024
|
Accel Wealth Management
|
BUY
|
- |
261+ 8.73% |
$17.4K - $19.6K
|
3.25K
$266K
|
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
250New |
$16.6K - $18.8K
|
250
$20.5K
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
211+ 1.7% |
$14K - $15.8K
|
12.6K
$1.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
200New |
$13.3K - $15K
|
200
$16.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
190New |
$12.6K - $14.3K
|
190
$15.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
183New |
$12.2K - $13.7K
|
183
$15K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
164+ 4.35% |
$10.9K - $12.3K
|
3.94K
$322K
|
|
|
Oct 15, 2024
Q3 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 5.15% |
$9.98K - $11.3K
|
3.06K
$250K
|
|
|
Nov 06, 2024
Q3 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
142New |
$9.45K - $10.7K
|
142
$11.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
142+ 4.76% |
$9.45K - $10.7K
|
3.13K
$256K
|
|
|
Oct 03, 2024
Q3 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
103+ 0.13% |
$6.86K - $7.74K
|
82.5K
$6.75M
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
99+ 2.01% |
$6.59K - $7.44K
|
5.02K
$411K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
93New |
$6.19K - $6.99K
|
93
$7.61K
|
|
|
Nov 12, 2024
Q3 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
66+ 29.86% |
$4.39K - $4.96K
|
287
$23.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
30New |
$2K - $2.25K
|
30
$2.46K
|
|
|
Oct 15, 2024
Q3 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
16+ 0.24% |
$1.06K - $1.2K
|
6.59K
$540K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15+ 2.41% |
$998 - $1.13K
|
638
$52.2K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1+ 0.03% |
$66.6 - $75.1
|
3.13K
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.24% |
$66.6 - $75.1
|
419
$34.3K
|
|
|
Oct 24, 2024
Q3 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 1.0% |
$66.6 - $75.1
|
101
$8.27K
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-7- 0.08% |
$466 - $526
|
8.65K
$708K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-25- 0.27% |
$1.66K - $1.88K
|
9.15K
$749K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-49- 0.5% |
$3.26K - $3.68K
|
9.7K
$794K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-50- 0.38% |
$3.33K - $3.76K
|
13K
$1.06M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-74- 2.09% |
$4.93K - $5.56K
|
3.47K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-75- 10.18% |
$4.99K - $5.63K
|
662
$54.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Herold Advisors, Inc.
|
SELL
|
- |
-144- 4.74% |
$9.58K - $10.8K
|
2.9K
$237K
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-165- 1.57% |
$11K - $12.4K
|
10.4K
$849K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-218- 1.84% |
$14.5K - $16.4K
|
11.6K
$952K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-242- 4.08% |
$16.1K - $18.2K
|
5.69K
$466K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-273- 8.93% |
$18.2K - $20.5K
|
2.79K
$228K
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-319- 3.88% |
$21.2K - $24K
|
7.89K
$646K
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-325- 22.03% |
$21.6K - $24.4K
|
1.15K
$94.1K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-441- 4.58% |
$29.4K - $33.1K
|
9.19K
$752K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-449- 5.3% |
$29.9K - $33.7K
|
8.02K
$657K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-473- 5.53% |
$31.5K - $35.5K
|
8.08K
$662K
|