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 404 institutions that hold shares in the stock, with a total of 39.9 Million shares, which have been reported (via 13F filing form) to have a value of $3.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
53,893
shares
|
$5.07 Million
2.05% of portfolio
|
Q3 2025
Reduced 0.66%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
53,832
shares
|
$5.07 Million
0.25% of portfolio
|
Q3 2025
Reduced 19.36%
|
|
|
Tru Independence LLC
|
Oct 23, 2025 Q3 2025 |
53,681
shares
|
$5.05 Million
1.43% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
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
|
|
|
Hbw Advisory Services LLC
|
Oct 16, 2025 Q3 2025 |
47,872
shares
|
$4.51 Million
0.59% of portfolio
|
Q3 2025
Added 235.31%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
47,670
shares
|
$4.49 Million
0.16% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
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
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
46,895
shares
|
$4.41 Million
2.02% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
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%
|
|
|
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%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
43,928
shares
|
$4.13 Million
0.29% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
42,109
shares
|
$3.96 Million
0.98% of portfolio
|
Q3 2025
Added 16.04%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
41,984
shares
|
$3.95 Million
0.09% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Oct 14, 2025 Q3 2025 |
41,565
shares
|
$3.91 Million
0.58% of portfolio
|
Q3 2025
Reduced 19.45%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
41,407
shares
|
$3.9 Million
0.28% of portfolio
|
Q3 2025
Reduced 17.71%
|
|