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 |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
29.9KNew |
$2.2M - $2.57M
|
29.9K
$2M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29.4K+ 41.39% |
$2.16M - $2.53M
|
101K
$6.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
28.6K+ 77.94% |
$2.1M - $2.47M
|
65.4K
$4.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
28.4KNew |
$2.09M - $2.45M
|
28.4K
$1.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28.1K+ 78.25% |
$2.06M - $2.42M
|
64K
$4.27M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
27.9KNew |
$2.05M - $2.4M
|
27.9K
$1.86M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
27.7KNew |
$2.04M - $2.39M
|
27.7K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
27.5K+ 37.04% |
$2.02M - $2.37M
|
102K
$6.79M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
27.2KNew |
$2M - $2.34M
|
27.2K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
26.1K+ 18391.55% |
$1.92M - $2.25M
|
26.3K
$1.75M
|
|
|
Jan 29, 2025
Q4 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
24.8KNew |
$1.82M - $2.14M
|
24.8K
$1.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
23.8KNew |
$1.75M - $2.05M
|
23.8K
$1.59M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
23.1KNew |
$1.7M - $1.99M
|
23.1K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
19.7K+ 83.6% |
$1.45M - $1.7M
|
43.3K
$2.89M
|
|
|
Jan 22, 2025
Q4 2024
|
Parkside Investments, LLC
|
BUY
|
- |
19.5K+ 19.91% |
$1.43M - $1.68M
|
117K
$7.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
19.4KNew |
$1.42M - $1.67M
|
19.4K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
18KNew |
$1.32M - $1.55M
|
18K
$1.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
16.6KNew |
$1.22M - $1.43M
|
16.6K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
16.6KNew |
$1.22M - $1.43M
|
16.6K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.1K+ 110.35% |
$1.19M - $1.39M
|
30.7K
$2.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.8K+ 9.94% |
$1.16M - $1.36M
|
175K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
14.4K+ 16.57% |
$1.06M - $1.24M
|
101K
$6.74M
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
13.9KNew |
$1.02M - $1.19M
|
13.9K
$925K
|
|
|
Feb 10, 2025
Q4 2024
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
13.8KNew |
$1.02M - $1.19M
|
13.8K
$924K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
13.4K+ 175.22% |
$985K - $1.15M
|
21.1K
$1.41M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
13.4K+ 29.64% |
$983K - $1.15M
|
58.5K
$3.9M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
13.1K+ 33.54% |
$960K - $1.13M
|
52K
$3.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
12.9KNew |
$944K - $1.11M
|
12.9K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
12.2K+ 455.64% |
$899K - $1.05M
|
14.9K
$996K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.1K+ 51.71% |
$888K - $1.04M
|
35.4K
$2.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Maridea Wealth Management LLC
Brooklyn, NY |
BUY
|
- |
11.7KNew |
$863K - $1.01M
|
11.7K
$784K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
11.6K+ 11.24% |
$854K - $1M
|
115K
$7.68M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11.3K+ 171.0% |
$830K - $973K
|
17.9K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
11.1KNew |
$816K - $956K
|
11.1K
$741K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
11.1KNew |
$815K - $955K
|
11.1K
$741K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
9.99KNew |
$734K - $860K
|
9.99K
$667K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
9.58K+ 106.56% |
$704K - $825K
|
18.6K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9.45KNew |
$695K - $814K
|
9.45K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
9.34KNew |
$686K - $804K
|
9.34K
$623K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
9.32KNew |
$685K - $802K
|
9.32K
$622K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.15K+ 6.92% |
$673K - $788K
|
141K
$9.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
8.69KNew |
$638K - $748K
|
8.69K
$580K
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
8.63KNew |
$634K - $743K
|
8.63K
$576K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
8.44K+ 33.27% |
$620K - $726K
|
33.8K
$2.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
8.41K+ 13.05% |
$618K - $724K
|
72.9K
$4.87M
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
8.28KNew |
$609K - $713K
|
8.28K
$553K
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.72K+ 74.39% |
$568K - $665K
|
18.1K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
7.64K+ 19.94% |
$561K - $657K
|
45.9K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
7.13KNew |
$524K - $614K
|
7.13K
$476K
|
|
|
Feb 03, 2025
Q4 2024
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
7.11K+ 75.02% |
$522K - $612K
|
16.6K
$1.11M
|