Purchases and Sales Made in Q4 2024 in 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) during Q4 2024. The information is specifically focused on institutions that hold shares of FIRST TR VI RBA AMERN INDL REN.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.73KNew |
$200K - $235K
|
2.73K
$210K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
2.69K+ 7.9% |
$198K - $232K
|
36.8K
$2.84M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
2.66K+ 6.28% |
$196K - $229K
|
45.1K
$3.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.62KNew |
$193K - $226K
|
2.62K
$202K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
2.6KNew |
$191K - $224K
|
2.6K
$201K
|
|
|
Feb 03, 2025
Q4 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
2.52K+ 89.41% |
$185K - $217K
|
5.33K
$412K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
2.49K+ 20.79% |
$183K - $215K
|
14.5K
$1.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.35K+ 18.08% |
$173K - $202K
|
15.3K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
2.29K+ 11.72% |
$168K - $197K
|
21.8K
$1.68M
|
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
2.25KNew |
$165K - $193K
|
2.25K
$173K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.16K+ 137.42% |
$159K - $186K
|
3.74K
$288K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.16K+ 137.42% |
$159K - $186K
|
3.74K
$288K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
2.14K+ 42.33% |
$157K - $184K
|
7.2K
$556K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
2.1K+ 18.1% |
$154K - $181K
|
13.7K
$1.06M
|
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
2.05K+ 49.58% |
$151K - $176K
|
6.19K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.94K+ 58.79% |
$143K - $167K
|
5.24K
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.84K+ 7.22% |
$135K - $158K
|
27.3K
$2.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
BUY
|
- |
1.82K+ 41.38% |
$134K - $157K
|
6.23K
$481K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.72K+ 40.08% |
$127K - $148K
|
6.03K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.71K+ 17.99% |
$126K - $147K
|
11.2K
$866K
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.71K+ 20.8% |
$126K - $147K
|
9.92K
$766K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
1.66K+ 830.0% |
$122K - $143K
|
1.86K
$144K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
1.49K+ 49.18% |
$110K - $128K
|
4.52K
$349K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.38K+ 4.2% |
$101K - $119K
|
34.3K
$2.64M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.37K+ 9.56% |
$101K - $118K
|
15.7K
$1.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
1.35KNew |
$98.8K - $116K
|
1.35K
$104K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
1.3KNew |
$95.2K - $111K
|
1.3K
$100K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.26K+ 10.81% |
$92.5K - $108K
|
12.9K
$995K
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.23K+ 24.53% |
$90.5K - $106K
|
6.25K
$483K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.2K+ 9.96% |
$88K - $103K
|
13.2K
$1.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Gentry Private Wealth, LLC
Wichita, KS |
BUY
|
- |
1.01K+ 17.1% |
$74.4K - $87.1K
|
6.93K
$535K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
946+ 22.56% |
$69.5K - $81.4K
|
5.14K
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
913+ 31.52% |
$67.1K - $78.6K
|
3.81K
$294K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
911+ 163.55% |
$66.9K - $78.4K
|
1.47K
$113K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
815+ 14.32% |
$59.9K - $70.2K
|
6.51K
$502K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
800+ 800.0% |
$58.8K - $68.9K
|
900
$69.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
779+ 16.57% |
$57.2K - $67.1K
|
5.48K
$423K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
750New |
$55.1K - $64.6K
|
750
$57.9K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
713+ 2.5% |
$52.4K - $61.4K
|
29.3K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
693New |
$50.9K - $59.7K
|
693
$53.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
654+ 23.48% |
$48.1K - $56.3K
|
3.44K
$265K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
635+ 22.41% |
$46.7K - $54.7K
|
3.47K
$268K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
634+ 20.29% |
$46.6K - $54.6K
|
3.76K
$290K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
625+ 15.21% |
$45.9K - $53.8K
|
4.73K
$365K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
587New |
$43.1K - $50.5K
|
587
$45.3K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
569+ 12.32% |
$41.8K - $49K
|
5.19K
$400K
|
|
|
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
556+ 165.48% |
$40.9K - $47.9K
|
892
$68.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
534+ 5.08% |
$39.2K - $46K
|
11K
$853K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
500+ 14.08% |
$36.7K - $43K
|
4.05K
$313K
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
495+ 7.51% |
$36.4K - $42.6K
|
7.09K
$547K
|