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 |
|---|---|---|---|---|---|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
4,050
shares
|
$314,725
0.01% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
3,759
shares
|
$292,111
0.01% of portfolio
|
Q4 2024
Added 20.29%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
3,600
shares
|
$279,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
3,587
shares
|
$278,745
0.01% of portfolio
|
Q3 2024
Reduced 70.27%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
3,527
shares
|
$274,083
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
3,469
shares
|
$269,575
0.01% of portfolio
|
Q4 2024
Added 22.41%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Oct 09, 2024 Q3 2024 |
3,467
shares
|
$269,420
0.03% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
3,459
shares
|
$268,798
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
3,375
shares
|
$262,271
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
3,321
shares
|
$258,074
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
3,300
shares
|
$256,442
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
3,250
shares
|
$252,557
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Accel Wealth Management
|
Jan 21, 2025 Q4 2024 |
3,214
shares
|
$249,759
0.1% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
3,125
shares
|
$242,843
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
3,114
shares
|
$241,988
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
3,040
shares
|
$236,238
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Herold Advisors, Inc.
|
Nov 14, 2024 Q3 2024 |
2,897
shares
|
$225,125
0.05% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Willner & Heller, LLC
|
Jan 16, 2025 Q4 2024 |
2,897
shares
|
$225,125
0.2% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
2,855
shares
|
$221,862
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
2,850
shares
|
$221,473
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,810
shares
|
$218,365
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lincoln Capital LLC
|
Jan 16, 2025 Q4 2024 |
2,805
shares
|
$217,976
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,785
shares
|
$216,422
0.0% of portfolio
|
Q3 2024
Reduced 8.93%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,785
shares
|
$216,422
0.11% of portfolio
|
Q4 2024
Reduced 8.99%
|
|
|
Harvest Investment Services, LLC
|
Nov 14, 2024 Q3 2024 |
2,685
shares
|
$208,651
0.07% of portfolio
|
Q3 2024
New holding
|