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Activest Wealth Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Activest Wealth Management’s Portfolio AIRR Stock Details AIRR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-277
Closed -$14.3K – 324
2023
Q3 		$14.3K Buy
+277
New +$14.9K 0.01% 154

Other funds holding AIRR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Activest Wealth Management's AIRR Position: Q4 2023 in Review

Activest Wealth Management sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q4 2023, closing a stake of 277 shares — an estimated $14.3K sold.

Activest Wealth Management first reported a position in AIRR in Q3 2023 and held it in 1 quarter. The position peaked at $14.3K in Q3 2023. 135 funds tracked by Wall St. Rank hold AIRR as of Q4 2023.

  • Activest Wealth Management reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q4 2023 after selling out during the quarter.
  • Activest Wealth Management sold 277 First Trust RBA American Industrial Renaissance ETF shares in Q4 2023, an estimated $14.3K.
  • Activest Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2023 and held it in 1 quarter.
  • Activest Wealth Management's First Trust RBA American Industrial Renaissance ETF position peaked at $14.3K in Q3 2023.
  • 135 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q4 2023.

Based on Activest Wealth Management's 13F filing for Q4 2023, filed 19 Jan 2024.