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 |
|---|---|---|---|---|---|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Oct 28, 2025 Q3 2025 |
55,771
shares
|
$5.25 Million
3.23% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Riggs Asset Managment Co. Inc.
|
Nov 12, 2025 Q3 2025 |
55,445
shares
|
$5.22 Million
1.34% of portfolio
|
Q3 2025
Added 11.57%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 20, 2026 Q4 2025 |
54,098
shares
|
$5.09 Million
0.52% of portfolio
|
Q4 2025
Reduced 4.47%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
53,893
shares
|
$5.07 Million
2.05% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
53,681
shares
|
$5.05 Million
1.43% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
53,241
shares
|
$5.01 Million
0.09% of portfolio
|
Q4 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Oct 29, 2025 Q3 2025 |
52,998
shares
|
$4.99 Million
3.97% of portfolio
|
Q3 2025
Added 268.02%
|
|
|
Pcg Wealth Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
52,621
shares
|
$4.95 Million
1.64% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
52,306
shares
|
$4.92 Million
0.58% of portfolio
|
Q3 2025
Added 7.89%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 14, 2025 Q3 2025 |
49,680
shares
|
$4.68 Million
1.76% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
49,484
shares
|
$4.66 Million
0.05% of portfolio
|
Q3 2025
Added 72.11%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
48,517
shares
|
$4.57 Million
0.81% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Nov 07, 2025 Q3 2025 |
48,248
shares
|
$4.54 Million
3.28% of portfolio
|
Q3 2025
Reduced 13.49%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
48,234
shares
|
$4.54 Million
1.04% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Pecaut & Co.
|
Nov 03, 2025 Q3 2025 |
47,914
shares
|
$4.51 Million
1.54% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
47,898
shares
|
$4.51 Million
1.08% of portfolio
|
Q4 2025
Added 13.75%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
47,645
shares
|
$4.48 Million
0.26% of portfolio
|
Q2 2025
Added 27.96%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
46,917
shares
|
$4.42 Million
2.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
46,741
shares
|
$4.4 Million
0.51% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 16, 2026 Q4 2025 |
45,785
shares
|
$4.31 Million
1.84% of portfolio
|
Q4 2025
Reduced 2.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
45,583
shares
|
$4.29 Million
0.09% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
45,349
shares
|
$4.27 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.88%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
45,141
shares
|
$4.25 Million
0.15% of portfolio
|
Q4 2025
Reduced 5.31%
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
45,092
shares
|
$4.24 Million
0.01% of portfolio
|
Q4 2025
Added 42.96%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
44,678
shares
|
$4.21 Million
0.15% of portfolio
|
Q4 2025
Added 16.7%
|
|