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

AE 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
2026
Q2 		$4.37M Buy
32,824
+2,315
+8% +$292K 0.02% 465
2026
Q1 		$3.38M Buy
30,509
+3,667
+14% +$415K 0.02% 504
2025
Q4 		$2.64M Buy
26,842
+4,604
+21% +$451K 0.02% 536
2025
Q3 		$2.15M Buy
22,238
+5,212
+31% +$466K 0.01% 546
2025
Q2 		$1.39M Sell
17,026
-335
-2% -$24.7K 0.01% 632
2025
Q1 		$1.18M Buy
17,361
+4,146
+31% +$312K 0.01% 663
2024
Q4 		$1.02M Buy
13,215
+1,197
+10% +$95.5K 0.01% 693
2024
Q3 		$897K Sell
12,018
-867
-7% -$61.4K 0.01% 717
2024
Q2 		$880K Buy
12,885
+704
+6% +$47.8K 0.01% 734
2024
Q1 		$820K Sell
12,181
-2,713
-18% -$162K 0.01% 700
2023
Q4 		$823K Buy
14,894
+2,087
+16% +$108K ﹤0.01% 1227
2023
Q3 		$660K Buy
12,807
+4,559
+55% +$245K ﹤0.01% 1256
2023
Q2 		$446K Sell
8,248
-196
-2% -$9.48K ﹤0.01% 1452
2023
Q1 		$405K Sell
8,444
-544
-6% -$26.1K ﹤0.01% 1436
2022
Q4 		$397K Sell
8,988
-305
-3% -$13.4K ﹤0.01% 1395
2022
Q3 		$355K Sell
9,293
-165
-2% -$6.79K ﹤0.01% 1401
2022
Q2 		$351K Buy
9,458
+357
+4% +$14K ﹤0.01% 1372
2022
Q1 		$385K Buy
9,101
+314
+4% +$13.3K ﹤0.01% 1320
2021
Q4 		$396K Buy
+8,787
New +$391K ﹤0.01% 1347

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 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 $85.1B AUM 27.35% 1-Year Est. Return

AE Wealth Management's AIRR Position: Q2 2026 in Review

AE Wealth Management increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 7.6% in Q2 2026, buying an estimated $292K and bringing the position to 32,824 shares worth $4.37M. The position accounts for 0.02% of the portfolio, ranked #465.

AE Wealth Management first reported a position in AIRR in Q4 2021 and has held it in 19 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

  • AE Wealth Management held 32,824 shares of First Trust RBA American Industrial Renaissance ETF worth $4.37M as of Q2 2026.
  • AE Wealth Management bought 2,315 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $292K.
  • First Trust RBA American Industrial Renaissance ETF made up 0.02% of AE Wealth Management's portfolio in Q2 2026, its #465 holding.
  • AE Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2021 and has held it in 19 quarters since.
  • 568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.