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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
   HBW Advisory Services LLC 52 - 2024-03-31 50,450 $2,918,000 0
   Trueblood Wealth Management LLC 99 - 2024-03-31 8,416 $567,000 0
   Cresset Asset Management LLC 1198 - 2023-12-31 8,905 $515,000 0
   Quad-Cities Investment Group LLC 118 - 2024-03-31 4,901 $330,000 0
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1525 - 2023-09-30 5,175 $267,000 0
   Capital Advisors Ltd. LLC 253 - 2024-03-31 3,375 $227,000 0
   Lee Financial CORP 165 - 2023-12-31 2,000 $116,000 0
   ALPHAMARK ADVISORS LLC 278 - 2024-03-31 1,475 $99,000 0
   MGB Wealth Management LLC 216 - 2024-03-31 1,100 $74,000 0
   Geneos Wealth Management Inc. 997 - 2024-03-31 900 $61,000 0
   DB Wealth Management Group LLC 167 - 2023-12-31 919 $53,000 0
   Capital Analysts Inc. 694 - 2023-12-31 650 $38,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 916 - 2024-03-31 355 $24,000 0
   Cherry Tree Wealth Management LLC 336 - 2024-03-31 221 $15,000 0
   VisionPoint Advisory Group LLC 415 - 2024-03-31 221 $15,000 0
   BARRETT & COMPANY INC. 449 - 2024-03-31 100 $7,000 0
   Founders Financial Alliance LLC 461 - 2023-12-31 107 $6,000 0
   INDIANA TRUST & INVESTMENT MANAGEMENT CO 430 - 2024-03-31 55 $4,000 0
   Annis Gardner Whiting Capital Advisors LLC 605 - 2023-12-31 60 $3,000 0
   Covestor Ltd 1822 - 2024-03-31 46 $3,000 0
   Activest Wealth Management 421 *Closed 2024-03-31 0 $0 0
   MCF Advisors LLC 988 - 2024-03-31 3 $0 0
  22 Records found
  1    
  Page 1 of 1
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