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Fiduciary Planning’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Fiduciary Planning’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 		$11.4M Buy
85,495
+696
+0.8% +$87.9K 2.98% 11
2026
Q1 		$9.39M Sell
84,799
-781
-0.9% -$88.3K 2.84% 11
2025
Q4 		$8.41M Sell
85,580
-180
-0.2% -$17.6K 2.55% 11
2025
Q3 		$8.29M Buy
85,760
+1,416
+2% +$127K 2.53% 11
2025
Q2 		$6.87M Sell
84,344
-3,590
-4% -$265K 2.27% 12
2025
Q1 		$6M Buy
87,934
+6,308
+8% +$475K 1.98% 12
2024
Q4 		$6.29M Buy
81,626
+3,700
+5% +$295K 2.04% 12
2024
Q3 		$5.82M Buy
77,926
+2,290
+3% +$162K 1.97% 14
2024
Q2 		$5.17M Buy
75,636
+2,871
+4% +$195K 1.85% 14
2024
Q1 		$4.9M Sell
72,765
-5,502
-7% -$329K 1.85% 14
2023
Q4 		$4.53M Buy
78,267
+55,109
+238% +$2.84M 1.93% 13
2023
Q3 		$1.19M Buy
+23,158
New +$1.24M 0.56% 28

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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

Fiduciary Planning's AIRR Position: Q2 2026 in Review

Fiduciary Planning increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 0.82% in Q2 2026, buying an estimated $87.9K and bringing the position to 85,495 shares worth $11.4M. The position accounts for 2.98% of the portfolio, ranked #11.

Fiduciary Planning first reported a position in AIRR in Q3 2023 and has held it in 12 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

  • Fiduciary Planning held 85,495 shares of First Trust RBA American Industrial Renaissance ETF worth $11.4M as of Q2 2026.
  • Fiduciary Planning bought 696 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $87.9K.
  • First Trust RBA American Industrial Renaissance ETF made up 2.98% of Fiduciary Planning's portfolio in Q2 2026, its #11 holding.
  • Fiduciary Planning first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2023 and has held it in 12 quarters since.
  • 568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Fiduciary Planning's 13F filing for Q2 2026, filed 31 Jul 2026.