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Get Institutions for : 
First Trust Rba American Industrial Renaissance (AIRR)  
$72.66 0.55 (0.75%) as of 4:30 Tue 5/28


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 127    6
Total shares held : 
7,917,012  
% of shares held : 
8.8%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  18  
Amount of shares held : 
1,272,438  
% of shares held change : 
  1.41%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$50.64  
Last Quarter's Ending Price : 
$57.84  
Last Quarter's Average Price
$51.57  
Change from last quarter's     
avg. price to the last closing  : 
21.09 (40.9%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
11
 76,575
 0.97%
 
Increased Positions :
53
 1,473,815
 18.62%
 
Unchanged Positions :
22
 170,327
 2.15%
 
Decreased Positions :
41
-187,113
-2.36%
 
Closed Positions :
5
-90,839
-1.15%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MORGAN STANLEY 1098 - 2024-03-31 1,675,023 $112,779,000 306,991
   UBS Group AG 808 - 2024-03-31 648,191 $43,643,000 100,456
   RAYMOND JAMES & ASSOCIATES 756 - 2024-03-31 312,070 $21,012,000 31,194
   ROYAL BANK OF CANADA 1108 - 2024-03-31 308,104 $20,745,000 123,931
   Kestra Advisory Services LLC 167 - 2024-03-31 269,572 $18,150,000 1,434
   Advisor Group Holdings Inc. 476 - 2024-03-31 244,243 $16,446,000 23,076
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 328 - 2024-03-31 223,399 $15,041,000 16,174
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. 569 - 2024-03-31 175,000 $11,783,000 93,800
   Riggs Asset Managment Co. Inc. 6 - 2024-03-31 170,296 $11,466,000 98,065
   Csenge Advisory Group 42 - 2024-03-31 115,726 $7,792,000 2,897
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 485 - 2024-03-31 108,090 $7,278,000 7,039
   Atlas Wealth LLC 10 - 2024-03-31 101,840 $6,857,000 738
   ICA Group Wealth Management LLC 18 - 2024-03-31 98,355 $6,622,000 4,545
   Morris Retirement Advisors LLC 11 - 2024-03-31 91,299 $6,147,000 2,649
   JAFFETILCHIN INVESTMENT PARTNERS LLC 38 - 2024-03-31 84,901 $5,716,000 69,365
   Cetera Investment Advisers 939 - 2024-03-31 80,812 $5,441,000 48,954
   HARBOUR INVESTMENTS INC. 79 - 2023-12-31 93,590 $5,413,000 8,198
   Sigma Planning Corp 117 - 2024-03-31 78,363 $5,276,000 34,456
   ENVESTNET ASSET MANAGEMENT INC 1974 - 2024-03-31 73,278 $4,934,000 7,022
   SPC FINANCIAL, INC. 44 - 2024-03-31 73,078 $4,920,000 820
   Equitable Holdings Inc. 247 - 2024-03-31 71,154 $4,791,000 9,891
   MML INVESTORS SERVICES LLC 713 - 2024-03-31 62,515 $4,209,000 8,335
   RFG Advisory Group LLC 135 - 2024-03-31 52,819 $3,556,000 20,032
   HIGHTOWER ADVISORS, LLC 1133 - 2024-03-31 49,791 $3,350,000 1,524
   Ameritas Advisory Services LLC 187 - 2024-03-31 43,634 $2,839,000 6,252
   Next Level Private LLC 22 - 2024-03-31 40,859 $2,751,000 28,669
   US BANCORP 865 - 2024-03-31 28,012 $1,886,000 20,064
   Cedar Brook Financial Partners LLC 59 - 2024-03-31 27,987 $1,884,000 5,905
   Envestnet Portfolio Solutions Inc. 657 - 2024-03-31 27,599 $1,858,000 15,216
   JANNEY MONTGOMERY SCOTT LLC 1215 - 2024-03-31 25,679 $1,729,000 7,034
   Total Clarity Wealth Management Inc. 42 - 2024-03-31 25,614 $1,725,000 4,044
   CITIGROUP INC 1884 - 2024-03-31 25,502 $1,717,000 4,381
   Capital Wealth Alliance LLC 28 - 2024-03-31 24,792 $1,669,000 5,193
   Garden State Investment Advisory Services LLC 39 - 2024-03-31 23,409 $1,567,000 1,595
   J P MORGAN CHASE & CO 3123 - 2024-03-31 22,987 $1,548,000 7,763
   COMERICA BANK 1362 - 2024-03-31 20,234 $1,362,000 746
   ADVISORY SERVICES NETWORK, LLC 591 - 2024-03-31 19,149 $1,289,000 5,260
   MULTIFINANCIAL SECURITIES CORP 1051 - 2024-03-31 18,322 $1,234,000 12,088
   WealthBridge Capital Management LLC 55 - 2024-03-31 16,266 $1,095,000 1,007
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 749 - 2024-03-31 12,924 $870,000 1,942
   Steward Partners Investment Advisory LLC 848 - 2024-03-31 12,683 $854,000 2,162
   OPPENHEIMER & CO INC 804 - 2024-03-31 12,457 $839,000 3,358
   ESSEX FINANCIAL SERVICES INC 233 - 2024-03-31 12,205 $822,000 7,530
   HANOVER ADVISORS INC 31 - 2024-03-31 12,079 $813,000 3,071
   Well Done LLC 81 - 2024-03-31 11,882 $800,000 1,808
   Integrated Wealth Concepts LLC 873 - 2024-03-31 11,050 $744,000 2,240
   Good Life Advisors LLC 194 - 2024-03-31 10,928 $736,000 4,858
   Wealthcare Advisory Partners LLC 486 - 2024-03-31 9,440 $636,000 4,258
   NATIONAL ASSET MANAGEMENT, INC. 683 - 2024-03-31 12,315 $634,000 1,259
   CASCADE INVESTMENT GROUP INC. 56 - 2024-03-31 8,971 $604,000 54
   Insight Wealth Partners LLC 49 - 2024-03-31 8,775 $591,000 3,160
   Atomi Financial Group Inc. 298 - 2024-03-31 8,615 $580,000 353
   VitalStone Financial LLC 46 - 2024-03-31 8,021 $540,000 1,408
   GREAT VALLEY ADVISOR GROUP INC. 528 - 2024-03-31 6,348 $427,000 325
   RAYMOND JAMES TRUST CO 944 - 2024-03-31 4,665 $314,000 14
   Bickling Financial Services Inc. 88 - 2022-12-31 6,774 $299,000 7
   Global Retirement Partners LLC 666 - 2024-03-31 4,224 $284,000 157
   FMR LLC 3340 - 2024-03-31 864 $58,000 118
   Aptus Capital Advisors LLC 878 - 2024-03-31 765 $52,000 600
   SIGNATUREFD, LLC 1582 - 2024-03-31 710 $48,000 153
   TSFG LLC 286 - 2024-03-31 637 $43,000 30

  61 Records found
  1    
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