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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
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 $376B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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 $528B AUM 27.57% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return