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Advyzon Investment Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Advyzon Investment 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
2025
Q4 		– Sell
-48,517
Closed -$4.69M – 570
2025
Q3 		$4.69M Buy
+48,517
New +$4.34M 0.81% 25

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advyzon Investment Management's AIRR Position: Q4 2025 in Review

Advyzon Investment Management sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q4 2025, closing a stake of 48,517 shares — an estimated $4.69M sold.

Advyzon Investment Management first reported a position in AIRR in Q3 2025 and held it in 1 quarter. The position peaked at $4.69M in Q3 2025. 454 funds tracked by Wall St. Rank hold AIRR as of Q4 2025.

  • Advyzon Investment Management reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q4 2025 after selling out during the quarter.
  • Advyzon Investment Management sold 48,517 First Trust RBA American Industrial Renaissance ETF shares in Q4 2025, an estimated $4.69M.
  • Advyzon Investment Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2025 and held it in 1 quarter.
  • Advyzon Investment Management's First Trust RBA American Industrial Renaissance ETF position peaked at $4.69M in Q3 2025.
  • 454 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q4 2025.

Based on Advyzon Investment Management's 13F filing for Q4 2025, filed 13 Feb 2026.