Atria Wealth Solutions’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Atria Wealth Solutions’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 Q2	$2.16M	Sell	26,438 -3,313	-11%	-$244K	0.05%	399
2025 Q1	$2.03M	Buy	29,751 +8,697	+41%	+$654K	0.02%	626
2024 Q4	$1.62M	Buy	21,054 +13,404	+175%	+$1.07M	0.02%	715
2024 Q3	$571K	Buy	7,650 +3,700	+94%	+$262K	0.01%	1178
2024 Q2	$270K	Sell	3,950 -5,023	-56%	-$341K	﹤0.01%	1575
2024 Q1	$604K	Sell	8,973 -180	-2%	-$10.8K	0.01%	1167
2023 Q4	$529K	Sell	9,153 -2,173	-19%	-$112K	0.01%	1179
2023 Q3	$584K	Buy	11,326 +3,344	+42%	+$180K	0.01%	1060
2023 Q2	$431K	Buy	+7,982	New	+$386K	0.01%	1228
2023 Q1	–	Sell	-7,458	Closed	-$329K	–	1856
2022 Q4	$329K	Sell	7,458 -126	-2%	-$5.54K	0.01%	1309
2022 Q3	$290K	Buy	+7,584	New	+$312K	0.01%	1319
2022 Q2	–	Sell	-6,768	Closed	-$287K	–	1632
2022 Q1	$287K	Buy	+6,768	New	+$286K	﹤0.01%	1341

Other funds holding AIRR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Atria Wealth Solutions's AIRR Position: Q2 2025 in Review

Atria Wealth Solutions reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 11% in Q2 2025, selling an estimated $244K and leaving 26,438 shares worth $2.16M. The position accounts for 0.05% of the portfolio, ranked #399.

Atria Wealth Solutions first reported a position in AIRR in Q1 2022 and has held it in 12 quarters since. 346 funds tracked by Wall St. Rank hold AIRR as of Q2 2025.

Atria Wealth Solutions held 26,438 shares of First Trust RBA American Industrial Renaissance ETF worth $2.16M as of Q2 2025.
Atria Wealth Solutions sold 3,313 First Trust RBA American Industrial Renaissance ETF shares in Q2 2025, an estimated $244K.
First Trust RBA American Industrial Renaissance ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #399 holding.
Atria Wealth Solutions first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2022 and has held it in 12 quarters since.
346 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.