First Trust Rba American IndAIRRETF

13F holders, Q4 2025 (December 31)
457holders +72
62new positions
20sold out
4famous investors
$98.38avg. 13F price*

At the end of Q4 2025, 457 institutions reported holding First Trust Rba American Ind (AIRR) in their 13F filings, up 72 from Q3 2025. 62 opened new positions and 20 sold out. The largest holders were Bank of America Corp. ($852.6M), Morgan Stanley ($519.1M) and LPL Financial LLC ($449.3M). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
First Trust Rba American Ind
CUSIP
33738R704
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 140Q1 2024Q2 2024: 189Q2 2024Q3 2024: 207Q3 2024Q4 2024: 306Q4 2024Q1 2025: 334Q1 2025Q2 2025: 346Q2 2025Q3 2025: 385Q3 2025Q4 2025: 457Q4 2025Q1 2026: 502Q1 2026Q2 2026: 569Q2 2026

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions62$71.4M
Exits20$10.8M

All 13F filers, Q3 2025 → Q4 2025: 6,856,296 shares bought and 666,028 shares sold, net +6,190,268 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 457 holders

Bank of America Corp. 0.06% Add +22.1% 8,671,525 $852.6M
Morgan Stanley 0.03% Add +12.2% 5,279,524 $519.1M
LPL Financial LLC 0.12% Add +12.0% 4,570,226 $449.3M
Raymond James Financial Inc. 0.07% Add +28.0% 2,325,393 $228.6M
UBS Group AG 0.04% Add +9.9% 2,107,557 $207.2M
Wells Fargo & Company 0.04% Add +18.6% 2,089,134 $205.4M
Royal Bank of Canada 0.02% Add +18.2% 1,195,261 $117.5M
Cambridge Investment Research Advisors, Inc. 0.26% Add +0.6% 992,070 $97.5M
Osaic Holdings, Inc. 0.10% Add +9.2% 698,990 $68.7M
Kestra Advisory Services, LLC 0.25% Add +6.7% 618,766 $60.8M
Parcion Private Wealth LLC 3.65% Reduce -2.2% 609,240 $59.9M
Cetera Investment Advisers 0.06% Add +36.9% 596,297 $58.6M
Commonwealth Equity Services, LLC 0.07% Add +20.6% 534,011 $52.5M
Envestnet Asset Management Inc. 0.01% Add +31.3% 495,221 $48.7M
FIL Ltd 0.04% Reduce -16.1% 473,250 $46.8M
Northwestern Mutual Wealth Management Co. 0.03% Add +15.2% 448,299 $44.1M
Stifel Financial Corp. 0.04% Add +9.4% 411,795 $40.5M
BNP Paribas Financial Markets 0.03% Reduce -10.9% 400,800 $39.4M
HighTower Advisors, LLC 0.03% Reduce -1.3% 304,332 $29.9M
Rockefeller Capital Management L.P. 0.05% Add +101.0% 274,168 $27.0M
Mirae Asset Global Investments Co., Ltd. 0.07% Reduce -6.8% 270,000 $26.5M
MML Investors Services, LLC 0.06% Add +7.1% 258,025 $25.4M
Sanctuary Advisors, LLC 0.14% Add +73.5% 251,848 $24.8M
Pictet North America Advisors SA 2.10% Add +0.0% 224,873 $22.1M
Harbour Investments, Inc. 0.43% Add +5.0% 217,797 $21.4M
Private Advisor Group, LLC 0.10% Reduce -10.9% 215,597 $21.2M
Janney Montgomery Scott LLC 0.05% Add +132.1% 214,316 $21.1M
Equitable Holdings, Inc. 0.14% Add +21.7% 204,989 $20.2M
Next Level Private LLC 5.21% Add +7.8% 202,285 $19.9M
Sage Private Wealth Group, LLC 10.47% Add +1.8% 198,026 $19.5M
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 1.14% No change 177,688 $17.5M
JPMorgan Chase & Co. 0.00% Add +16.2% 155,617 $15.3M
Oppenheimer & Co. Inc. 0.22% Add +3.3% 155,164 $15.3M
IHT Wealth Management, LLC 0.37% Reduce -31.9% 154,386 $15.2M
NewEdge Advisors, LLC 0.05% Add +39.8% 146,891 $14.4M
Presidio Capital Management, LLC 4.27% Reduce -0.7% 144,523 $14.2M
Parkside Investments, LLC 1.73% Reduce -2.0% 139,455 $13.7M
Proficio Capital Partners LLC 0.95% Reduce -1.9% 137,566 $13.5M
Frederick Financial Consultants, LLC 7.37% Reduce -1.1% 136,896 $13.5M
Pioneer Family Office, LLC 9.08% — 136,620 $13.4M
Comprehensive Wealth Management, LLC 7.81% Add +83.9% 134,738 $13.2M
Steward Partners Investment Advisory, LLC 0.07% Add +5.6% 123,040 $12.1M
Stratos Wealth Partners, LTD. 0.13% Add +9.2% 120,410 $11.8M
Truist Financial Corp. 0.02% Add +50.7% 116,684 $11.5M
Fourpath Capital Management, LLC 1.46% New 108,743 $10.7M
Crumly & Associates Inc. 2.22% Add +5.4% 107,724 $10.6M
US Bancorp \de 0.01% Reduce -0.1% 100,621 $9.9M
Atlas Wealth LLC 3.93% Add +1.2% 100,463 $9.9M
N.E.W. Advisory Services LLC 0.72% Add +584.9% 99,184 $9.8M
Rockport Wealth LLC 1.86% New 97,377 $9.6M
Riggs Asset Managment Co. Inc. 1.93% Add +75.1% 97,101 $9.5M
Prudential PLC 0.07% Add +43.3% 92,426 $9.1M
Symphony Financial Services, Inc. 4.34% Add +12.0% 86,190 $8.5M
Schorn Wealth LLC 2.55% Reduce -0.2% 85,580 $8.4M
Redstone Wealth Management, LLC 6.63% — 85,384 $8.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +30.3% 79,338 $8.4M
Prospera Financial Services Inc 0.14% Reduce -6.6% 84,679 $8.3M
Precedent Wealth Partners, LLC 1.72% Add +32.7% 83,322 $8.2M
Envestnet Portfolio Solutions, Inc. 0.03% Add +1.6% 83,192 $8.2M
Thryve Wealth Management LLC 4.02% — 82,715 $8.1M
Advisory Services Network, LLC 0.11% Reduce -17.9% 81,497 $8.0M
Citigroup Inc. 0.01% Add +33.9% 80,411 $7.9M
HBW Advisory Services LLC 0.84% Add +64.6% 78,818 $7.7M
Cwm, LLC 0.02% Add +1.4% 78,118 $7.7M
AlphaCore Capital LLC 0.17% New 78,107 $7.7M
Investors Portfolio Services LLC 6.66% — 75,209 $7.4M
Daymark Wealth Partners, LLC 0.23% Add +19.5% 74,380 $7.3M
Kestra Private Wealth Services, LLC 0.09% Add +16.0% 73,738 $7.2M
Jaffetilchin Investment Partners, LLC 0.42% Reduce -0.0% 72,734 $7.2M
Flagship Harbor Advisors, LLC 0.34% Add +34.9% 72,605 $7.1M
Arkadios Wealth Advisors 0.14% Add +3.3% 69,808 $6.9M
Merit Financial Group, LLC 0.05% Add +40.2% 69,389 $6.8M
Fagan Associates, Inc. 0.89% Add +2.5% 67,869 $6.7M
Southern Capital Services Inc. 4.08% — 65,928 $6.5M
Smith, Moore & Co. 0.48% Add +0.2% 65,154 $6.4M
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.38% Reduce -3.2% 65,025 $6.4M
&partners 0.03% Add +71.7% 64,284 $6.3M
Rehmann Capital Advisory Group 0.33% Reduce -0.4% 63,824 $6.3M
Independent Financial Group, LLC 0.14% Reduce -1.7% 62,449 $6.1M
TradeWell Securities, LLC. 2.37% Add +10.6% 62,035 $6.1M
Guided Capital Wealth Management, LLC 4.27% Add +11.4% 61,920 $6.1M
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 1.19% No change 61,712 $6.1M
Sovran Advisors, LLC 0.52% Reduce -4.5% 54,098 $6.1M
Quadcap Wealth Management, LLC 0.68% Add +3.7% 60,462 $5.9M
WPG Advisers, LLC 4.26% Add +10.3% 58,444 $5.7M
Elmwood Wealth Management, Inc. 1.81% Add +2.1% 58,203 $5.7M
Fischer Investment Strategies, LLC 3.27% Add +2.4% 57,126 $5.6M
Cascade Financial Partners, LLC 0.56% Add +8.1% 56,561 $5.6M
tru Independence LLC 1.35% Add +1.6% 54,527 $5.4M
PCG Wealth Advisors, LLC 1.51% Add +2.8% 54,109 $5.3M
Nwam LLC 0.30% Add +14.4% 47,114 $5.3M
Mach-1 Financial Group, LLC 1.08% New 53,381 $5.2M
Dakota Wealth Management 0.09% New 53,241 $5.2M
Western Wealth Management, LLC 0.24% Add +38.9% 53,091 $5.2M
Apollon Wealth Management, LLC 0.09% Add +31.7% 51,555 $5.1M
Prosperity Financial Group, Inc. 1.81% Add +3.0% 51,191 $5.0M
Bank of New York Mellon Corp 0.00% Add +619.3% 48,903 $4.8M
Gaddis Premier Wealth Advisors LLC 3.64% — 48,777 $4.8M
Sigma Planning Corp 0.13% Add +6.1% 48,125 $4.7M
WealthBridge Capital Management, LLC 1.07% Add +13.8% 47,898 $4.7M

"% of holder's portfolio" is AIRR's weight in each manager's 13F, not the share of First Trust Rba American Ind the manager owns.

Show all 457 holders