Concurrent Investment Advisors’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Concurrent Investment Advisors’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 Q3	$8.27M	Buy	80,090 +21,297	+36%	+$2.46M	0.06%	345
2026 Q2	$7.83M	Buy	58,793 +18,305	+45%	+$2.31M	0.07%	324
2026 Q1	$4.49M	Buy	40,488 +4,735	+13%	+$536K	0.05%	378
2025 Q4	$3.52M	Sell	35,753 -4,530	-11%	-$444K	0.04%	418
2025 Q3	$3.89M	Buy	40,283 +20,753	+106%	+$1.86M	0.07%	287
2025 Q2	$1.59M	Sell	19,530 -69,435	-78%	-$5.12M	0.03%	488
2025 Q1	$6.07M	Buy	88,965 +21,740	+32%	+$1.64M	0.15%	149
2024 Q4	$5.18M	Buy	67,225 +40,536	+152%	+$3.23M	0.14%	153
2024 Q3	$1.99M	Sell	26,689 -12,828	-32%	-$909K	0.06%	314
2024 Q2	$2.7M	Buy	39,517 +15,751	+66%	+$1.07M	0.09%	222
2024 Q1	$1.6M	Buy	+23,766	New	+$1.42M	0.06%	278

Other funds holding AIRR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return

Concurrent Investment Advisors's AIRR Position: Q3 2026 in Review

Concurrent Investment Advisors increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 36% in Q3 2026, buying an estimated $2.46M and bringing the position to 80,090 shares worth $8.27M. The position accounts for 0.06% of the portfolio, ranked #345.

Concurrent Investment Advisors first reported a position in AIRR in Q1 2024 and has held it in 11 quarters since. 443 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

Concurrent Investment Advisors held 80,090 shares of First Trust RBA American Industrial Renaissance ETF worth $8.27M as of Q3 2026.
Concurrent Investment Advisors bought 21,297 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $2.46M.
First Trust RBA American Industrial Renaissance ETF made up 0.06% of Concurrent Investment Advisors's portfolio in Q3 2026, its #345 holding.
Concurrent Investment Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2024 and has held it in 11 quarters since.
443 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Concurrent Investment Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.