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

Compass Financial Management’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 		$335K Buy
+2,527
New +$319K 0.04% 334

Other funds holding AIRR

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Compass Financial Management's AIRR Position: Q2 2026 in Review

Compass Financial Management opened a new position in First Trust RBA American Industrial Renaissance ETF (AIRR) in Q2 2026: 2,527 shares worth $335K. The stake represents 0.04% of the portfolio and ranks #334 among its holdings.

545 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

  • Compass Financial Management held 2,527 shares of First Trust RBA American Industrial Renaissance ETF worth $335K as of Q2 2026.
  • First Trust RBA American Industrial Renaissance ETF was a new Compass Financial Management position in Q2 2026.
  • First Trust RBA American Industrial Renaissance ETF made up 0.04% of Compass Financial Management's portfolio in Q2 2026, its #334 holding.
  • 545 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.