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 |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
83,322
shares
|
$7.84 Million
1.72% of portfolio
|
Q4 2025
Added 32.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
81,884
shares
|
$7.71 Million
0.03% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
79,338
shares
|
$7.47 Million
0.01% of portfolio
|
Q4 2025
Added 30.25%
|
|
|
Hbw Advisory Services LLC
|
Jan 23, 2026 Q4 2025 |
78,818
shares
|
$7.42 Million
0.9% of portfolio
|
Q4 2025
Added 64.64%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
77,696
shares
|
$7.31 Million
0.6% of portfolio
|
Q3 2025
Added 8.47%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
77,427
shares
|
$7.29 Million
0.01% of portfolio
|
Q3 2025
Added 71.96%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
77,021
shares
|
$7.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
76,936
shares
|
$7.24 Million
4.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 12, 2026 Q4 2025 |
74,380
shares
|
$7 Million
0.24% of portfolio
|
Q4 2025
Added 19.48%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
73,328
shares
|
$6.9 Million
0.11% of portfolio
|
Q3 2025
Reduced 24.82%
|
|
|
Comprehensive Wealth Management, LLC
Lynnwood, WA |
Nov 04, 2025 Q3 2025 |
73,274
shares
|
$6.9 Million
5.55% of portfolio
|
Q3 2025
Added 36.81%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jan 15, 2026 Q4 2025 |
72,734
shares
|
$6.85 Million
0.41% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2026 Q4 2025 |
72,605
shares
|
$6.83 Million
0.35% of portfolio
|
Q4 2025
Added 34.87%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
67,600
shares
|
$6.36 Million
0.17% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
66,231
shares
|
$6.23 Million
0.94% of portfolio
|
Q3 2025
Added 10.78%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
65,154
shares
|
$6.13 Million
0.53% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 20, 2026 Q4 2025 |
65,025
shares
|
$6.12 Million
0.38% of portfolio
|
Q4 2025
Reduced 3.22%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
64,500
shares
|
$6.07 Million
0.05% of portfolio
|
Q3 2024
Added 61.25%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
63,583
shares
|
$5.99 Million
0.09% of portfolio
|
Q3 2025
Added 60.45%
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Jan 15, 2026 Q4 2025 |
61,920
shares
|
$5.83 Million
4.27% of portfolio
|
Q4 2025
Added 11.37%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Nov 05, 2025 Q3 2025 |
61,712
shares
|
$5.81 Million
1.28% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
60,072
shares
|
$5.65 Million
0.0% of portfolio
|
Q3 2025
Added 33.43%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
58,310
shares
|
$5.49 Million
0.66% of portfolio
|
Q3 2025
Added 3.2%
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 08, 2026 Q4 2025 |
58,203
shares
|
$5.48 Million
1.95% of portfolio
|
Q4 2025
Added 2.13%
|
|
|
Trade Well Securities, Llc.
Fort Wayne, IN |
Oct 09, 2025 Q3 2025 |
56,091
shares
|
$5.28 Million
2.28% of portfolio
|
Q3 2025
Added 14.74%
|
|