Cedar Brook Financial Partners’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Cedar Brook Financial Partners’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
2024 Q2	–	Sell	-27,987	Closed	-$1.88M	–	38
2024 Q1	$1.88M	Buy	27,987 +5,905	+27%	+$353K	0.37%	59
2023 Q4	$1.22M	Buy	22,082 +8,953	+68%	+$462K	0.27%	92
2023 Q3	$676K	Buy	13,129 +1,914	+17%	+$103K	0.18%	133
2023 Q2	$606K	Buy	11,215 +412	+4%	+$19.9K	0.14%	150
2023 Q1	$519K	Buy	10,803 +5,566	+106%	+$267K	0.13%	177
2022 Q4	$231K	Buy	+5,237	New	+$230K	0.07%	318

Other funds holding AIRR

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

KAS

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Cedar Brook Financial Partners's AIRR Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q2 2024, closing a stake of 27,987 shares — an estimated $1.88M sold.

Cedar Brook Financial Partners first reported a position in AIRR in Q4 2022 and held it in 6 quarters. The position peaked at $1.88M in Q1 2024. 189 funds tracked by Wall St. Rank hold AIRR as of Q2 2024.

Cedar Brook Financial Partners reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 27,987 First Trust RBA American Industrial Renaissance ETF shares in Q2 2024, an estimated $1.88M.
Cedar Brook Financial Partners first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2022 and held it in 6 quarters.
Cedar Brook Financial Partners's First Trust RBA American Industrial Renaissance ETF position peaked at $1.88M in Q1 2024.
189 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.