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Essex Financial Services’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Essex Financial Services’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 		$3.1M Buy
23,281
+353
+2% +$44.6K 0.15% 138
2026
Q1 		$2.54M Buy
22,928
+801
+4% +$90.6K 0.14% 148
2025
Q4 		$2.18M Buy
22,127
+1,372
+7% +$134K 0.12% 160
2025
Q3 		$2.01M Buy
20,755
+635
+3% +$56.8K 0.12% 162
2025
Q2 		$1.64M Sell
20,120
-266
-1% -$19.6K 0.11% 175
2025
Q1 		$1.39M Buy
20,386
+1,515
+8% +$114K 0.1% 183
2024
Q4 		$1.45M Buy
18,871
+5,378
+40% +$429K 0.1% 176
2024
Q3 		$1.03M Sell
13,493
-2,763
-17% -$196K 0.07% 237
2024
Q2 		$1.12M Buy
16,256
+4,051
+33% +$275K 0.08% 216
2024
Q1 		$822K Buy
12,205
+7,530
+161% +$450K 0.08% 233
2023
Q4 		$270K Buy
+4,675
New +$241K 0.03% 417

Other funds holding AIRR

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Essex Financial Services's AIRR Position: Q2 2026 in Review

Essex Financial Services increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 1.5% in Q2 2026, buying an estimated $44.6K and bringing the position to 23,281 shares worth $3.1M. The position accounts for 0.15% of the portfolio, ranked #138.

Essex Financial Services first reported a position in AIRR in Q4 2023 and has held it in 11 quarters since. 394 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

  • Essex Financial Services held 23,281 shares of First Trust RBA American Industrial Renaissance ETF worth $3.1M as of Q2 2026.
  • Essex Financial Services bought 353 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $44.6K.
  • First Trust RBA American Industrial Renaissance ETF made up 0.15% of Essex Financial Services's portfolio in Q2 2026, its #138 holding.
  • Essex Financial Services first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2023 and has held it in 11 quarters since.
  • 394 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.