Atomi Financial Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Atomi Financial Group’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 Q1	$451K	Buy	4,070 +877	+27%	+$99.2K	0.01%	756
2025 Q4	$314K	Sell	3,193 -320	-9%	-$31.4K	0.01%	907
2025 Q3	$340K	Sell	3,513 -1,712	-33%	-$153K	0.01%	819
2025 Q2	$425K	Buy	+5,225	New	+$385K	0.02%	659
2025 Q1	–	Sell	-7,206	Closed	-$555K	–	1041
2024 Q4	$555K	Sell	7,206 -687	-9%	-$54.8K	0.03%	441
2024 Q3	$589K	Sell	7,893 -319	-4%	-$22.6K	0.04%	393
2024 Q2	$561K	Sell	8,212 -403	-5%	-$27.4K	0.04%	354
2024 Q1	$580K	Buy	8,615 +353	+4%	+$21.1K	0.05%	300
2023 Q4	$478K	Sell	8,262 -1,076	-12%	-$55.5K	0.07%	284
2023 Q3	$481K	Buy	+9,338	New	+$501K	0.16%	159

Other funds holding AIRR

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B 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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return