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Capital Analysts LLC’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Capital Analysts 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
2026
Q1 		$1.29M Buy
11,640
+3,392
+41% +$384K 0.03% 302
2025
Q4 		$811K Buy
8,248
+4,476
+119% +$439K 0.02% 345
2025
Q3 		$365K Buy
3,772
+3,305
+708% +$296K 0.01% 474
2025
Q2 		$38K Buy
467
+58
+14% +$4.28K ﹤0.01% 875
2025
Q1 		$28K Buy
409
+142
+53% +$10.7K ﹤0.01% 912
2024
Q4 		$21K Buy
+267
New +$21.3K ﹤0.01% 923
2024
Q3 		– Sell
-650
Closed -$44K – 1312
2024
Q2 		$44K Hold
650
– – ﹤0.01% 735
2024
Q1 		$44K Hold
650
– – ﹤0.01% 692
2023
Q4 		$38K Hold
650
– – ﹤0.01% 708
2023
Q3 		$33K Buy
+650
New +$34.9K ﹤0.01% 692

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return