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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Concurrent Investment Advisors's AIRR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 13% in Q1 2026, buying an estimated $536K and bringing the position to 40,488 shares worth $4.49M. The position accounts for 0.05% of the portfolio, ranked #378.

Concurrent Investment Advisors first reported a position in AIRR in Q1 2024 and has held it in 9 quarters since. The position peaked at $6.07M in Q1 2025. 497 funds tracked by Wall St. Rank hold AIRR as of Q1 2026.

Concurrent Investment Advisors held 40,488 shares of First Trust RBA American Industrial Renaissance ETF worth $4.49M as of Q1 2026.
Concurrent Investment Advisors bought 4,735 First Trust RBA American Industrial Renaissance ETF shares in Q1 2026, an estimated $536K.
First Trust RBA American Industrial Renaissance ETF made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #378 holding.
Concurrent Investment Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's First Trust RBA American Industrial Renaissance ETF position peaked at $6.07M in Q1 2025.
497 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.