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 285 institutions that hold shares in the stock, with a total of 21.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
16,573
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
15,749
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 9.56%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
15,340
shares
|
$1.19 Million
0.02% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
13,855
shares
|
$1.08 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
13,841
shares
|
$1.08 Million
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Creekside Partners
Petaluma, CA |
Feb 07, 2025 Q4 2024 |
13,708
shares
|
$1.07 Million
0.55% of portfolio
|
Q4 2024
Added 18.1%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
13,344
shares
|
$1.04 Million
0.19% of portfolio
|
Q2 2024
Added 12.3%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
13,246
shares
|
$1.03 Million
0.09% of portfolio
|
Q4 2024
Reduced 98.11%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
12,895
shares
|
$1 Million
0.03% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Peddock Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
12,852
shares
|
$998,728
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Wealth Partners, LLC
|
Nov 13, 2024 Q3 2024 |
12,740
shares
|
$990,025
0.19% of portfolio
|
Q3 2024
Added 9.37%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
12,600
shares
|
$979,145
0.02% of portfolio
|
Q3 2024
Added 1.7%
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
12,222
shares
|
$949,771
0.32% of portfolio
|
Q4 2024
Reduced 70.52%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,129
shares
|
$942,544
0.03% of portfolio
|
Q4 2024
Added 40.3%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
12,018
shares
|
$933,918
0.01% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
11,991
shares
|
$931,820
0.03% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Feb 12, 2025 Q4 2024 |
11,743
shares
|
$912,548
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
11,104
shares
|
$862,891
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
11,096
shares
|
$862,270
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
10,799
shares
|
$839,190
0.16% of portfolio
|
Q4 2024
Added 124.0%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Feb 05, 2025 Q4 2024 |
10,724
shares
|
$833,362
0.35% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
10,515
shares
|
$817,120
0.0% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
9,991
shares
|
$776,400
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
9,921
shares
|
$770,960
0.02% of portfolio
|
Q4 2024
Added 20.8%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,734
shares
|
$756,429
0.02% of portfolio
|
Q4 2024
Added 0.31%
|