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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
   LPL FINANCIAL CORP 440 - 2024-03-31 1,020,142 $68,686,000 -60,359
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 266 - 2024-03-31 696,419 $46,890,000 -14,763
   Kestra Advisory Services LLC 172 - 2023-12-31 268,138 $15,509,000 -3,476
   Alpha Omega Group Inc. 4 - 2024-03-31 128,384 $8,644,000 -4,252
   NWAM LLC 30 - 2024-03-31 105,647 $7,193,000 -93
   COMMONWEALTH EQUITY SERVICES LLC. 1026 - 2024-03-31 93,900 $6,322,000 -77,203
   H D Vest Advisory Services 271 - 2024-03-31 87,212 $5,872,000 -4,799
   ICA Group Wealth Management LLC 19 - 2023-12-31 93,810 $5,426,000 -7,637
   Fiduciary Planning LLC 14 - 2024-03-31 72,765 $4,899,000 -5,502
   STIFEL FINANCIAL CORP 1112 - 2023-12-31 83,333 $4,820,000 -6,308
   RiverTree Advisors LLC 19 - 2024-03-31 51,516 $3,469,000 -3,251
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1622 - 2024-03-31 33,077 $2,227,000 -1,796
   PCG Wealth Advisors LLC 34 - 2024-03-31 31,685 $2,133,000 -7,926
   GOLDMAN SACHS GROUP INC/ 3145 - 2023-12-31 34,057 $1,970,000 -4,081
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 376 - 2024-03-31 26,628 $1,793,000 -493
   Stegent Equity Advisors Inc. 19 - 2024-03-31 25,298 $1,703,000 -1,729
   Private Advisor Group LLC 1195 - 2024-03-31 13,520 $910,000 -5,118
   U.S. Capital Wealth Advisors LLC 413 - 2024-03-31 9,753 $657,000 -589
   NATIONAL ASSET MANAGEMENT, INC. 695 - 2023-12-31 11,056 $639,000 -1,259
   NewEdge Wealth LLC 514 - 2024-03-31 9,627 $626,000 -136
   BAROMETER CAPITAL MANAGEMENT INC. 82 - 2024-03-31 9,300 $593,000 -1,300
   NBC SECURITIES INC. 388 - 2024-03-31 8,649 $582,000 -588
   Atria Wealth Solutions Inc. 1163 - 2023-12-31 9,153 $529,000 -2,173
   CASCADE INVESTMENT GROUP INC. 59 - 2023-12-31 8,917 $516,000 -10
   KESTRA PRIVATE WEALTH SERVICES LLC 867 - 2024-03-31 6,256 $421,000 -1,647
   Financial Advocates Investment Management 552 - 2024-03-31 4,971 $335,000 -60
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 493 - 2024-03-31 5,008 $335,000 -827
   Stratos Wealth Partners LTD. 1051 - 2024-03-31 4,860 $327,000 -25
   Ignite Planners LLC 208 - 2024-03-31 4,678 $313,000 -925
   Gladstone Institutional Advisory LLC 591 - 2023-12-31 3,999 $231,000 -4,859
   FMR LLC 3424 - 2023-12-31 746 $43,000 -21
   PRINCIPAL SECURITIES INC. 1706 - 2024-03-31 541 $36,000 -130
   PROEQUITIES INC. 1389 - 2024-03-31 433 $29,000 -17
   IFP Advisors Inc 2003 - 2023-12-31 254 $15,000 -962
   Aptus Capital Advisors LLC 784 - 2023-12-31 165 $10,000 -22,474
   Coppell Advisory Solutions LLC 1375 - 2023-12-31 14 $1,000 -16

  41 Records found
  1    
  Page 1 of 1
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