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Get Institutions for : 
First Trust Rba American Industrial Renaissance (AIRR)  
$64.94 0.72 (1.12%) as of 4:30 Fri 4/26


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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  : 
13.37 (25.93%)  




 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MORGAN STANLEY 1328 - 2023-12-31 1,368,032 $79,127,000 621,710
   LPL FINANCIAL CORP 426 - 2023-12-31 1,080,501 $62,496,000 211,640
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 266 - 2024-03-31 696,419 $46,890,000 -14,763
   UBS Group AG 881 - 2023-12-31 547,735 $31,681,000 49,046
   RAYMOND JAMES & ASSOCIATES 756 - 2024-03-31 312,070 $21,012,000 31,194
   Kestra Advisory Services LLC 172 - 2023-12-31 268,138 $15,509,000 -3,476
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 328 - 2024-03-31 223,399 $15,041,000 16,174
   Advisor Group Holdings Inc. 676 - 2023-12-31 221,167 $12,793,000 48,734
   ROYAL BANK OF CANADA 1417 - 2023-12-31 184,173 $10,652,000 22,635
   COMMONWEALTH EQUITY SERVICES LLC. 733 - 2023-12-31 171,103 $9,897,000 -1,139
   IHT Wealth Management LLC 44 - 2023-12-31 153,464 $8,876,000 851
   Alpha Omega Group Inc. 4 - 2023-12-31 132,636 $7,672,000 -993
   Global Assets Advisory LLC 62 - 2024-03-31 508,762 $7,598,000 508,762
   Csenge Advisory Group 44 - 2023-12-31 112,829 $6,526,000 504
   NWAM LLC 44 - 2023-12-31 105,740 $6,116,000 12,119
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 499 - 2023-12-31 101,051 $5,845,000 17,878
   ICA Group Wealth Management LLC 19 - 2023-12-31 93,810 $5,426,000 -7,637
   HARBOUR INVESTMENTS INC. 79 - 2023-12-31 93,590 $5,413,000 8,198
   H D Vest Advisory Services 271 - 2023-12-31 92,011 $5,322,000 10,016
   Atlas Wealth LLC 11 - 2023-12-31 101,102 $5,209,000 0
   Morris Retirement Advisors LLC 12 - 2023-12-31 88,650 $5,127,000 35,865
   Parkside Investments LLC 43 *New 2024-03-31 73,445 $4,945,000 73,445
   STIFEL FINANCIAL CORP 1112 - 2023-12-31 83,333 $4,820,000 -6,308
   MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. - 2023-12-31 81,200 $4,727,000 57,200
   Fiduciary Planning LLC - 2023-12-31 78,267 $4,527,000 55,109
   SPC FINANCIAL, INC. 43 - 2023-12-31 72,258 $4,179,000 4,966
   Riggs Asset Managment Co. Inc. 29 - 2023-12-31 72,231 $4,178,000 -2,300
   THEORY FINANCIAL LLC 13 - 2023-12-31 71,437 $4,132,000 2,105
   ENVESTNET ASSET MANAGEMENT INC 2061 - 2023-12-31 66,256 $3,832,000 55,995
   RFG Advisory Group LLC 135 - 2024-03-31 52,819 $3,556,000 20,032
   Equitable Holdings Inc. 278 - 2023-12-31 61,263 $3,543,000 12,699
   RiverTree Advisors LLC 19 - 2024-03-31 51,516 $3,469,000 -3,251
   MML INVESTORS SERVICES LLC 795 - 2023-12-31 54,180 $3,134,000 44,164
   Lokken Investment Group LLC 14 - 2023-12-31 51,923 $3,003,000 1,294
   HBW Advisory Services LLC 52 - 2024-03-31 50,450 $2,918,000 0
   Hobart Private Capital LLC 26 *New 2024-03-31 43,057 $2,899,000 43,057
   HIGHTOWER ADVISORS, LLC 1230 - 2023-12-31 48,267 $2,792,000 -1,502
   Next Level Private LLC 22 - 2024-03-31 40,859 $2,751,000 28,669
   Sigma Planning Corp 96 - 2023-12-31 43,907 $2,540,000 -42,613
   BB&T CORP 1157 - 2023-12-31 41,638 $2,408,000 -1,289
   Ameritas Advisory Services LLC 156 - 2023-12-31 37,382 $2,274,000 -4,774
   PCG Wealth Advisors LLC 34 - 2024-03-31 31,685 $2,133,000 -7,926
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1881 - 2023-12-31 34,873 $2,017,000 4,856
   GOLDMAN SACHS GROUP INC/ 3145 - 2023-12-31 34,057 $1,970,000 -4,081
   Cedar Brook Financial Partners LLC 59 - 2024-03-31 27,987 $1,884,000 5,905
   CWM LLC 637 - 2024-03-31 27,671 $1,863,000 -3,716
   Goss Wealth Management LLC 685 - 2023-12-31 32,325 $1,858,000 -8,607
   ARVEST INVESTMENTS INC. 74 - 2024-03-31 27,382 $1,844,000 -2,713
   Cetera Investment Advisers 831 - 2023-12-31 31,858 $1,843,000 3,988
   Total Clarity Wealth Management Inc. 42 - 2024-03-31 25,614 $1,725,000 4,044
   FINANCIAL NETWORK 1070 - 2023-12-31 28,120 $1,626,000 3,611
   BENJAMIN F. EDWARDS & COMPANY INC. 383 - 2023-12-31 27,121 $1,569,000 -279
   Stegent Equity Advisors Inc. 21 - 2023-12-31 27,027 $1,563,000 21,896
   Claraphi Advisory Network LLC 50 *New 2022-12-31 31,590 $1,394,000 31,590
   Garden State Investment Advisory Services LLC 45 - 2023-12-31 21,814 $1,262,000 1,870
   CITIGROUP INC 1936 - 2023-12-31 21,121 $1,222,000 5,787
   Capital Wealth Alliance LLC - 2023-12-31 19,599 $1,134,000 3,093
   COMERICA BANK 1475 - 2023-12-31 19,488 $1,127,000 2,926
   Private Advisor Group LLC 1071 - 2023-12-31 18,638 $1,078,000 -12,411
   JANNEY MONTGOMERY SCOTT LLC 1391 - 2023-12-31 18,645 $1,078,000 164
   JANE STREET GROUP LLC 3298 - 2023-12-31 15,580 $901,000 9,759
   JAFFETILCHIN INVESTMENT PARTNERS LLC 145 *New 2023-12-31 15,536 $899,000 15,536
   WealthBridge Capital Management LLC 61 - 2023-12-31 15,259 $883,000 3,272
   J P MORGAN CHASE & CO 3385 - 2023-12-31 15,224 $881,000 7,180
   AE Wealth Management LLC 1219 - 2023-12-31 14,894 $823,000 2,087
   ESSEX FINANCIAL SERVICES INC 233 - 2024-03-31 12,205 $822,000 7,530
   ADVISORY SERVICES NETWORK, LLC 715 - 2023-12-31 13,889 $803,000 -8,522
   Well Done LLC 81 - 2024-03-31 11,882 $800,000 1,808
   Envestnet Portfolio Solutions Inc. 904 - 2023-12-31 12,383 $716,000 1,251
   TWO SIGMA INVESTMENTS LLC 2158 - 2023-12-31 12,000 $694,000 100
   NATIONAL ASSET MANAGEMENT, INC. 695 - 2023-12-31 11,056 $639,000 -1,259
   Wealthcare Advisory Partners LLC 486 - 2024-03-31 9,440 $636,000 4,258
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 759 - 2023-12-31 10,982 $635,000 6,728
   WEDBUSH MORGAN SECURITIES INC 477 - 2023-12-31 10,887 $630,000 344
   BAROMETER CAPITAL MANAGEMENT INC. 88 - 2023-12-31 10,600 $613,000 -4,600
   Steward Partners Investment Advisory LLC 909 - 2023-12-31 10,521 $609,000 275
   U.S. Capital Wealth Advisors LLC 418 - 2023-12-31 10,342 $598,000 -380
   NBC SECURITIES INC. 388 - 2024-03-31 8,649 $582,000 -588
   Trueblood Wealth Management LLC 99 - 2024-03-31 8,416 $567,000 0
   NewEdge Wealth LLC 487 - 2023-12-31 9,763 $565,000 -445
   Atria Wealth Solutions Inc. 1163 - 2023-12-31 9,153 $529,000 -2,173
   OPPENHEIMER & CO INC 951 - 2023-12-31 9,099 $526,000 -300
   CASCADE INVESTMENT GROUP INC. 59 - 2023-12-31 8,917 $516,000 -10
   Cresset Asset Management LLC 1198 - 2023-12-31 8,905 $515,000 0
   Integrated Wealth Concepts LLC 987 *New 2023-12-31 8,810 $510,000 8,810
   Southland Equity Partners LLC 105 *New 2024-03-31 7,215 $486,000 7,215
   Atomi Financial Group Inc. 283 - 2023-12-31 8,262 $478,000 -1,076
   US BANCORP 1539 - 2023-12-31 7,948 $460,000 528
   KESTRA PRIVATE WEALTH SERVICES LLC 756 - 2023-12-31 7,903 $457,000 -1,994
   VitalStone Financial LLC 63 - 2023-12-31 6,613 $382,000 667
   MULTIFINANCIAL SECURITIES CORP 1306 - 2023-12-31 6,234 $361,000 1,372
   Good Life Advisors LLC 301 - 2023-12-31 6,070 $351,000 0
   GREAT VALLEY ADVISOR GROUP INC. 542 - 2023-12-31 6,023 $348,000 -218
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 493 - 2024-03-31 5,008 $335,000 -827
   Quad-Cities Investment Group LLC 118 - 2024-03-31 4,901 $330,000 0
   Stratos Wealth Partners LTD. 1051 - 2024-03-31 4,860 $327,000 -25
   Insight Wealth Partners LLC 61 *New 2023-12-31 5,615 $325,000 5,615
   RAYMOND JAMES TRUST CO 944 - 2024-03-31 4,665 $314,000 14
   Ignite Planners LLC 208 - 2024-03-31 4,678 $313,000 -925
   Bickling Financial Services Inc. 88 - 2022-12-31 6,774 $299,000 7
  100 Records found
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