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

Avior 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
2023 Q4	–	Sell	-113	Closed	-$5.82K	–	1524
2023 Q3	$5.82K	Hold	113	–	–	﹤0.01%	1146
2023 Q2	$6.11K	Hold	113	–	–	﹤0.01%	1125
2023 Q1	$5.42K	Buy	+113	New	+$5.41K	﹤0.01%	1176

Other funds holding AIRR

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KAS

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Avior Wealth Management's AIRR Position: Q4 2023 in Review

Avior Wealth Management sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q4 2023, closing a stake of 113 shares — an estimated $5.82K sold.

Avior Wealth Management first reported a position in AIRR in Q1 2023 and held it in 3 quarters. The position peaked at $6.11K in Q2 2023. 135 funds tracked by Wall St. Rank hold AIRR as of Q4 2023.

Avior Wealth Management reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q4 2023 after selling out during the quarter.
Avior Wealth Management sold 113 First Trust RBA American Industrial Renaissance ETF shares in Q4 2023, an estimated $5.82K.
Avior Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2023 and held it in 3 quarters.
Avior Wealth Management's First Trust RBA American Industrial Renaissance ETF position peaked at $6.11K in Q2 2023.
135 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q4 2023.

Based on Avior Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.