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

Bleakley 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 Q2	$2.44M	Buy	18,284 +7,743	+73%	+$977K	0.03%	421
2026 Q1	$1.17M	Sell	10,541 -1,764	-14%	-$200K	0.02%	494
2025 Q4	$1.21M	Buy	12,305 +510	+4%	+$50K	0.02%	439
2025 Q3	$1.14M	Sell	11,795 -96	-0.8%	-$8.59K	0.03%	389
2025 Q2	$968K	Sell	11,891 -227	-2%	-$16.7K	0.02%	402
2025 Q1	$827K	Sell	12,118 -7,930	-40%	-$597K	0.03%	368
2024 Q4	$1.54M	Buy	20,048 +325	+2%	+$25.9K	0.05%	308
2024 Q3	$1.47M	Buy	+19,723	New	+$1.4M	0.04%	316

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

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bleakley Financial Group's AIRR Position: Q2 2026 in Review

Bleakley Financial Group increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 73% in Q2 2026, buying an estimated $977K and bringing the position to 18,284 shares worth $2.44M. The position accounts for 0.03% of the portfolio, ranked #421.

Bleakley Financial Group first reported a position in AIRR in Q3 2024 and has held it in 8 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Bleakley Financial Group held 18,284 shares of First Trust RBA American Industrial Renaissance ETF worth $2.44M as of Q2 2026.
Bleakley Financial Group bought 7,743 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $977K.
First Trust RBA American Industrial Renaissance ETF made up 0.03% of Bleakley Financial Group's portfolio in Q2 2026, its #421 holding.
Bleakley Financial Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2024 and has held it in 8 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.