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Get Institutions for : 
First Trust Rba American Industrial Renaissance (AIRR)  
$69.63 0.59 (0.84%) as of 4:30 Mon 5/13


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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  : 
18.06 (35.02%)  




 
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 1328 - 2023-12-31 1,368,032 $79,127,000 621,710
   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
   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
   ROYAL BANK OF CANADA 1417 - 2023-12-31 184,173 $10,652,000 22,635
   IHT Wealth Management LLC 44 - 2023-12-31 153,464 $8,876,000 851
   Csenge Advisory Group 42 - 2024-03-31 115,726 $7,792,000 2,897
   Global Assets Advisory LLC 62 - 2024-03-31 508,762 $7,598,000 508,762
   Atlas Wealth LLC 10 - 2024-03-31 101,840 $6,857,000 738
   Morris Retirement Advisors LLC 11 - 2024-03-31 91,299 $6,147,000 2,649
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 499 - 2023-12-31 101,051 $5,845,000 17,878
   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
   SPC FINANCIAL, INC. 44 - 2024-03-31 73,078 $4,920,000 820
   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
   HIGHTOWER ADVISORS, LLC 1133 - 2024-03-31 49,791 $3,350,000 1,524
   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
   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
   Cetera Investment Advisers 831 - 2023-12-31 31,858 $1,843,000 3,988
   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
   FINANCIAL NETWORK 1070 - 2023-12-31 28,120 $1,626,000 3,611
   J P MORGAN CHASE & CO 3123 - 2024-03-31 22,987 $1,548,000 7,763
   ADVISORY SERVICES NETWORK, LLC 591 - 2024-03-31 19,149 $1,289,000 5,260
   Garden State Investment Advisory Services LLC 45 - 2023-12-31 21,814 $1,262,000 1,870
   COMERICA BANK 1475 - 2023-12-31 19,488 $1,127,000 2,926
   WealthBridge Capital Management LLC 55 - 2024-03-31 16,266 $1,095,000 1,007
   JANE STREET GROUP LLC 3298 - 2023-12-31 15,580 $901,000 9,759
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 749 - 2024-03-31 12,924 $870,000 1,942
   OPPENHEIMER & CO INC 804 - 2024-03-31 12,457 $839,000 3,358
   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
   Well Done LLC 81 - 2024-03-31 11,882 $800,000 1,808
   Good Life Advisors LLC 194 - 2024-03-31 10,928 $736,000 4,858
   TWO SIGMA INVESTMENTS LLC 2158 - 2023-12-31 12,000 $694,000 100
   Wealthcare Advisory Partners LLC 486 - 2024-03-31 9,440 $636,000 4,258
   WEDBUSH MORGAN SECURITIES INC 477 - 2023-12-31 10,887 $630,000 344
   Steward Partners Investment Advisory LLC 909 - 2023-12-31 10,521 $609,000 275
   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
   MULTIFINANCIAL SECURITIES CORP 1306 - 2023-12-31 6,234 $361,000 1,372
   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
   SIGNATUREFD, LLC 1582 - 2024-03-31 710 $48,000 153
   TSFG LLC 286 - 2024-03-31 637 $43,000 30
  60 Records found
  1    
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