Institutional Ownership 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). We have compiled data on the 414 institutions that hold shares in the stock, with a total of 40.3 Million shares, which have been reported (via 13F filing form) to have a value of $3.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
207,352
shares
|
$19.5 Million
0.5% of portfolio
|
Q3 2025
Added 15.37%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 07, 2026 Q4 2025 |
202,285
shares
|
$19 Million
5.65% of portfolio
|
Q4 2025
Added 7.84%
|
|
|
Sage Private Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
194,528
shares
|
$18.3 Million
11.58% of portfolio
|
Q3 2025
Added 16.62%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
177,955
shares
|
$16.8 Million
0.08% of portfolio
|
Q2 2025
Added 13.7%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
177,688
shares
|
$16.7 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
168,459
shares
|
$15.9 Million
0.13% of portfolio
|
Q3 2025
Added 21.39%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
150,190
shares
|
$14.1 Million
0.19% of portfolio
|
Q3 2025
Added 134.61%
|
|
|
Presidio Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
144,523
shares
|
$13.6 Million
4.13% of portfolio
|
Q4 2025
Reduced 0.67%
|
|
|
Parkside Investments, LLC
|
Nov 10, 2025 Q3 2025 |
142,285
shares
|
$13.4 Million
1.82% of portfolio
|
Q3 2025
Reduced 10.87%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
140,196
shares
|
$13.2 Million
0.93% of portfolio
|
Q3 2025
New holding
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
Nov 14, 2025 Q3 2025 |
138,385
shares
|
$13 Million
7.5% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
136,427
shares
|
$12.8 Million
0.03% of portfolio
|
Q3 2025
Added 27.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
133,873
shares
|
$12.6 Million
0.0% of portfolio
|
Q3 2025
Added 16.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
126,122
shares
|
$11.9 Million
0.06% of portfolio
|
Q3 2025
Added 15.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
120,410
shares
|
$11.3 Million
0.14% of portfolio
|
Q4 2025
Added 9.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
116,474
shares
|
$11 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 23, 2026 Q4 2025 |
108,743
shares
|
$10.2 Million
1.62% of portfolio
|
Q4 2025
New holding
|
|
|
Crumly & Associates Inc.
|
Jan 14, 2026 Q4 2025 |
107,724
shares
|
$10.1 Million
2.62% of portfolio
|
Q4 2025
Added 5.44%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
105,078
shares
|
$9.89 Million
0.05% of portfolio
|
Q3 2025
Added 55.84%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
100,776
shares
|
$9.49 Million
0.01% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
99,328
shares
|
$9.35 Million
0.15% of portfolio
|
Q3 2025
Added 81.88%
|
|
|
Atlas Wealth LLC
Cincinnati, OH |
Nov 12, 2025 Q3 2025 |
99,259
shares
|
$9.34 Million
5.07% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
92,341
shares
|
$8.69 Million
0.02% of portfolio
|
Q3 2025
Added 6.03%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
90,694
shares
|
$8.54 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.81%
|
|
|
Fiduciary Planning LLC
Coral Springs, FL |
Oct 15, 2025 Q3 2025 |
85,760
shares
|
$8.07 Million
3.23% of portfolio
|
Q3 2025
Added 1.68%
|
|