Bogart Wealth LLC’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Bogart Wealth LLC’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 Q4	–	Sell	-93	Closed	-$8.99K	–	1587
2025 Q3	$8.99K	Hold	93	–	–	﹤0.01%	853
2025 Q2	$7.57K	Hold	93	–	–	﹤0.01%	846
2025 Q1	$6.34K	Hold	93	–	–	﹤0.01%	859
2024 Q4	$7.17K	Hold	93	–	–	﹤0.01%	806
2024 Q3	$6.94K	Buy	+93	New	+$6.59K	﹤0.01%	766

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

KAS

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

Bogart Wealth LLC's AIRR Position: Q4 2025 in Review

Bogart Wealth LLC sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q4 2025, closing a stake of 93 shares — an estimated $8.99K sold.

Bogart Wealth LLC first reported a position in AIRR in Q3 2024 and held it in 5 quarters. The position peaked at $8.99K in Q3 2025. 457 funds tracked by Wall St. Rank hold AIRR as of Q4 2025.

Bogart Wealth LLC reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q4 2025 after selling out during the quarter.
Bogart Wealth LLC sold 93 First Trust RBA American Industrial Renaissance ETF shares in Q4 2025, an estimated $8.99K.
Bogart Wealth LLC first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2024 and held it in 5 quarters.
Bogart Wealth LLC's First Trust RBA American Industrial Renaissance ETF position peaked at $8.99K in Q3 2025.
457 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q4 2025.

Based on Bogart Wealth LLC's 13F filing for Q4 2025, filed 30 Jan 2026.