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

Carlson Financial’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 		$3.28M Buy
24,605
+798
+3% +$101K 1.67% 12
2026
Q1 		$2.64M Buy
23,807
+602
+3% +$68.1K 1.55% 13
2025
Q4 		$2.28M Buy
+23,205
New +$2.27M 1.32% 15

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Carlson Financial's AIRR Position: Q2 2026 in Review

Carlson Financial increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 3.4% in Q2 2026, buying an estimated $101K and bringing the position to 24,605 shares worth $3.28M. The position accounts for 1.67% of the portfolio, ranked #12.

Carlson Financial first reported a position in AIRR in Q4 2025 and has held it in 3 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

  • Carlson Financial held 24,605 shares of First Trust RBA American Industrial Renaissance ETF worth $3.28M as of Q2 2026.
  • Carlson Financial bought 798 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $101K.
  • First Trust RBA American Industrial Renaissance ETF made up 1.67% of Carlson Financial's portfolio in Q2 2026, its #12 holding.
  • Carlson Financial first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2025 and has held it in 3 quarters since.
  • 568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.