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Bickling Financial Services’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Bickling Financial Services’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
2022
Q4 		$299K Buy
6,774
+7
+0.1% +$308 0.19% 88
2022
Q3 		$259K Hold
6,767
– – 0.17% 92
2022
Q2 		$251K Buy
6,767
+1
+0% +$39 0.16% 102
2022
Q1 		$287K Hold
6,766
– – 0.15% 104
2021
Q4 		$305K Buy
6,766
+2
+0% +$89 0.15% 100
2021
Q3 		$277K Sell
6,764
-249
-4% -$10.3K 0.14% 96
2021
Q2 		$288K Sell
7,013
-1
-0% -$41 0.13% 99
2021
Q1 		$285K Buy
+7,014
New +$268K 0.14% 89

Other funds holding AIRR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bickling Financial Services's AIRR Position: Q4 2022 in Review

Bickling Financial Services increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 0.1% in Q4 2022, buying an estimated $308 and bringing the position to 6,774 shares worth $299K. The position accounts for 0.19% of the portfolio, ranked #88.

Bickling Financial Services first reported a position in AIRR in Q1 2021 and has held it in 8 quarters since. The position peaked at $305K in Q4 2021. 80 funds tracked by Wall St. Rank hold AIRR as of Q4 2022.

  • Bickling Financial Services held 6,774 shares of First Trust RBA American Industrial Renaissance ETF worth $299K as of Q4 2022.
  • Bickling Financial Services bought 7 First Trust RBA American Industrial Renaissance ETF shares in Q4 2022, an estimated $308.
  • First Trust RBA American Industrial Renaissance ETF made up 0.19% of Bickling Financial Services's portfolio in Q4 2022, its #88 holding.
  • Bickling Financial Services first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2021 and has held it in 8 quarters since.
  • Bickling Financial Services's First Trust RBA American Industrial Renaissance ETF position peaked at $305K in Q4 2021.
  • 80 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.