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EPG Wealth Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

EPG Wealth 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
2025
Q2 		– Sell
-3,355
Closed -$229K – 315
2025
Q1 		$229K Buy
3,355
+3
+0.1% +$226 0.06% 215
2024
Q4 		$258K Buy
+3,352
New +$267K 0.07% 207

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

EPG Wealth Management's AIRR Position: Q2 2025 in Review

EPG Wealth Management sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q2 2025, closing a stake of 3,355 shares — an estimated $229K sold.

EPG Wealth Management first reported a position in AIRR in Q4 2024 and held it in 2 quarters. The position peaked at $258K in Q4 2024. 346 funds tracked by Wall St. Rank hold AIRR as of Q2 2025.

  • EPG Wealth Management reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q2 2025 after selling out during the quarter.
  • EPG Wealth Management sold 3,355 First Trust RBA American Industrial Renaissance ETF shares in Q2 2025, an estimated $229K.
  • EPG Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and held it in 2 quarters.
  • EPG Wealth Management's First Trust RBA American Industrial Renaissance ETF position peaked at $258K in Q4 2024.
  • 346 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.