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AIRR Institutional Ownership

First Trust RBA American Industrial RenaissanceTM ETF
1W: +1.6% 1M: +0.4% 3M: -15.9% YTD: +5.1% 1Y: +10.2% 3Y: +106.8% 5Y: +160.6%
$106.72
+2.34 (+2.24%)
 
Weekly Expected Move ±2.8%
$101 $104 $107 $110 $113
ETF NASDAQ · AUM $9.3B

Institutional Ownership — AIRR

588
Institutional Holders
+63 vs prior quarter
0.0%
Ownership
+0.00pp
8B
Total Invested
91
New Positions
306
Increased
129
Reduced
18
Closed
1.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (607 total)

# Holder Shares Value Change Change % Holding Period Filing
1 BANK OF AMERICA CORP /DE 10,426,985 1.1B +751,288 +7.8% 9Q SEC ↗
2 MORGAN STANLEY 6,622,518 $707M +721,660 +12.2% 50Q SEC ↗
3 LPL Financial LLC 6,080,121 $649M +916,666 +17.8% 39Q SEC ↗
4 RAYMOND JAMES FINANCIAL INC 2,844,303 $304M +226,591 +8.7% 7Q SEC ↗
5 WELLS FARGO & COMPANY/MN 2,679,410 $286M +387,027 +16.9% 8Q SEC ↗
6 UBS Group AG 2,379,873 $254M +34,700 +1.5% 47Q SEC ↗
7 ROYAL BANK OF CANADA 1,486,312 $159M +55,587 +3.9% 39Q SEC ↗
8 MENORA MIVTACHIM HOLDINGS LTD. NEW 1,350,500 $144M — +0.0% 1Q SEC ↗
9 Cambridge Investment Research Advisors 1,154,779 $123M +58,044 +5.3% 44Q SEC ↗
10 OSAIC HOLDINGS, INC. 1,116,658 $119M +243,071 +27.8% 26Q SEC ↗
11 Cetera Investment Advisers 889,881 $95M +122,057 +15.9% 13Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 816,728 $87M +31,869 +4.1% 16Q SEC ↗
13 COMMONWEALTH EQUITY SERVICES, LLC 756,258 $81M +134,099 +21.6% 35Q SEC ↗
14 Kestra Advisory Services, LLC 585,644 $62M -14,052 -2.3% 24Q SEC ↗
15 STIFEL FINANCIAL CORP 550,874 $59M +92,517 +20.2% 23Q SEC ↗
16 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 510,524 $54M +27,643 +5.7% 17Q SEC ↗
17 Parcion Private Wealth LLC 499,778 $53M -16,409 -3.2% 6Q SEC ↗
18 HighTower Advisors, LLC 442,987 $47M -4,561 -1.0% 47Q SEC ↗
19 AMERIPRISE FINANCIAL INC 427,150 $46M +168,666 +65.3% 4Q SEC ↗
20 MML INVESTORS SERVICES, LLC 343,640 $37M +59,175 +20.8% 14Q SEC ↗
21 Proficio Capital Partners LLC 333,906 $36M +114,425 +52.1% 4Q SEC ↗
22 Rockefeller Capital Management L.P. 318,869 $34M +23,655 +8.0% 9Q SEC ↗
23 HARBOUR INVESTMENTS, INC. 301,864 $32M +36,797 +13.9% 17Q SEC ↗
24 Mirae Asset Global Investments Co., Lt 286,000 $31M +146,000 +104.3% 12Q SEC ↗
25 Equitable Holdings, Inc. 268,920 $29M +20,665 +8.3% 14Q SEC ↗
26 Janney Montgomery Scott LLC 263,029 $28M +27,427 +11.6% 20Q SEC ↗
27 Sanctuary Advisors, LLC 257,146 $27M -20,148 -7.3% 9Q SEC ↗
28 NewEdge Advisors, LLC 255,007 $27M +46,111 +22.1% 15Q SEC ↗
29 FIL Ltd 250,947 $27M +118,425 +89.4% 5Q SEC ↗
30 BNP PARIBAS FINANCIAL MARKETS 250,356 $27M -250,544 -50.0% 5Q SEC ↗
31 JPMORGAN CHASE & CO 247,170 $26M +30,922 +14.3% 14Q SEC ↗
32 Comprehensive Wealth Management, LLC 245,734 $26M +20,550 +9.1% 6Q SEC ↗
33 Next Level Private LLC 234,279 $25M +11,538 +5.2% 11Q SEC ↗
34 Private Advisor Group, LLC 223,243 $24M -27,841 -11.1% 14Q SEC ↗
35 SAGE PRIVATE WEALTH GROUP, LLC 206,553 $22M +9,198 +4.7% 12Q SEC ↗
36 TRUIST FINANCIAL CORP 192,461 $21M +7,812 +4.2% 15Q SEC ↗
37 TRUE Private Wealth Advisors 189,260 $20M +177,839 +1557.1% 2Q SEC ↗
38 GREAT VALLEY ADVISOR GROUP, INC. 188,078 $20M +8,896 +5.0% 13Q SEC ↗
39 OPPENHEIMER & CO INC 180,118 $19M +22,968 +14.6% 15Q SEC ↗
40 Arkadios Wealth Advisors 177,746 $19M +75,234 +73.4% 7Q SEC ↗
41 Kranot Hishtalmut Le Morim Ve Gananot 177,688 $19M — +0.0% 7Q SEC ↗
42 Presidio Capital Management, LLC 174,591 $19M +26,501 +17.9% 6Q SEC ↗
43 Gateway Wealth Partners, LLC 159,922 $17M +133,284 +500.4% 9Q SEC ↗
44 CREATIVE FINANCIAL DESIGNS INC /ADV 159,408 $17M +153,894 +2791.0% 16Q SEC ↗
45 Steward Partners Investment Advisory, 150,473 $16M +25,221 +20.1% 15Q SEC ↗
46 Stratos Wealth Partners, LTD. 147,885 $16M +17,001 +13.0% 13Q SEC ↗
47 Pictet North America Advisors SA 146,319 $16M -9,445 -6.1% 9Q SEC ↗
48 Foundations Investment Advisors, LLC 145,468 $16M +22,534 +18.3% 4Q SEC ↗
49 CITIGROUP INC 138,497 $15M +25,663 +22.7% 27Q SEC ↗
50 KESTRA PRIVATE WEALTH SERVICES, LLC 134,943 $14M +42,409 +45.8% 21Q SEC ↗

Recent Activity

New Positions (20)
Sold Out (20)
Biggest Increases (20)
HolderAddedChange %Total Shares
LPL Financial LLC +916,666 +17.8% 6,080,121
BANK OF AMERICA CORP /DE +751,288 +7.8% 10,426,985
MORGAN STANLEY +721,660 +12.2% 6,622,518
WELLS FARGO & COMPANY/MN +387,027 +16.9% 2,679,410
OSAIC HOLDINGS, INC. +243,071 +27.8% 1,116,658
RAYMOND JAMES FINANCIAL INC +226,591 +8.7% 2,844,303
TRUE Private Wealth Advisors +177,839 +1557.1% 189,260
AMERIPRISE FINANCIAL INC +168,666 +65.3% 427,150
CREATIVE FINANCIAL DESIGNS INC /ADV +153,894 +2791.0% 159,408
Mirae Asset Global Investments Co., +146,000 +104.3% 286,000
COMMONWEALTH EQUITY SERVICES, LLC +134,099 +21.6% 756,258
Gateway Wealth Partners, LLC +133,284 +500.4% 159,922
Cetera Investment Advisers +122,057 +15.9% 889,881
FIL Ltd +118,425 +89.4% 250,947
Proficio Capital Partners LLC +114,425 +52.1% 333,906
Wealth Watch Advisors, INC +100,044 +877.3% 111,447
STIFEL FINANCIAL CORP +92,517 +20.2% 550,874
Qube Research & Technologies Ltd +79,260 +373.1% 100,505
Arkadios Wealth Advisors +75,234 +73.4% 177,746
MML INVESTORS SERVICES, LLC +59,175 +20.8% 343,640
Biggest Decreases (20)
HolderReducedChange %Total Shares
BNP PARIBAS FINANCIAL MARKETS -250,544 -50.0% 250,356
D. E. Shaw & Co., Inc. -87,213 -84.1% 16,528
Jaffetilchin Investment Partners, L -41,493 -57.0% 31,241
Wealthcare Advisory Partners LLC -33,000 -69.3% 14,618
Private Advisor Group, LLC -27,841 -11.1% 223,243
Sanctuary Advisors, LLC -20,148 -7.3% 257,146
PRUDENTIAL PLC -17,569 -19.0% 74,857
Parcion Private Wealth LLC -16,409 -3.2% 499,778
Clear Creek Financial Management, L -14,310 -18.6% 62,725
Kestra Advisory Services, LLC -14,052 -2.3% 585,644
Sovran Advisors, LLC -13,601 -24.6% 41,732
VALLEY WEALTH MANAGERS, INC. -9,955 -10.5% 84,896
ASSETMARK, INC -9,876 -22.9% 33,274
Pictet North America Advisors SA -9,445 -6.1% 146,319
KINTRA WEALTH, LLC -8,963 -66.4% 4,530
Bank of New York Mellon Corp -8,264 -17.4% 39,264
Atlas Wealth LLC -8,053 -8.2% 89,657
Gotham Asset Management, LLC -7,421 -35.9% 13,262
Dakota Wealth Management -6,845 -12.4% 48,207
Strategic Financial Concepts, LLC -6,831 -68.5% 3,137

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms