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 303 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
29,729
shares
|
$2.3 Million
1.61% of portfolio
|
Q4 2024
Reduced 25.83%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
29,271
shares
|
$2.26 Million
0.02% of portfolio
|
Q4 2024
Added 2.5%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
28,514
shares
|
$2.2 Million
0.65% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
28,432
shares
|
$2.19 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
27,898
shares
|
$2.15 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
27,746
shares
|
$2.14 Million
0.6% of portfolio
|
Q4 2024
Added 23.16%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
27,743
shares
|
$2.14 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
27,273
shares
|
$2.11 Million
0.06% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,342
shares
|
$2.03 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
|
Goal Vest Advisory LLC
|
Jan 17, 2025 Q4 2024 |
26,258
shares
|
$2.03 Million
0.57% of portfolio
|
Q4 2024
Added 18391.55%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
25,569
shares
|
$1.97 Million
0.01% of portfolio
|
Q4 2024
Added 31.96%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
25,486
shares
|
$1.97 Million
0.11% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
25,073
shares
|
$1.94 Million
0.04% of portfolio
|
Q4 2019
Reduced 91.01%
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jan 29, 2025 Q4 2024 |
24,826
shares
|
$1.92 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Elmwood Wealth Management, Inc.
|
Jan 13, 2025 Q4 2024 |
23,805
shares
|
$1.84 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
23,383
shares
|
$1.81 Million
2.13% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Jan 14, 2025 Q4 2024 |
23,144
shares
|
$1.79 Million
1.13% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
21,784
shares
|
$1.68 Million
0.0% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
21,758
shares
|
$1.68 Million
0.02% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
21,054
shares
|
$1.63 Million
0.02% of portfolio
|
Q4 2024
Added 175.22%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
20,048
shares
|
$1.55 Million
0.05% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
19,350
shares
|
$1.49 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
18,871
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2024
Added 39.86%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
18,460
shares
|
$1.43 Million
0.85% of portfolio
|
Q4 2024
Added 19.92%
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
18,255
shares
|
$1.41 Million
0.39% of portfolio
|
Q4 2024
Reduced 38.24%
|