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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
Q3 		$9.2M Buy
89,135
+3,640
+4% +$420K 2.37% 13
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

CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
TWM
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return
FA
Fagan Associates Troy, New York $861M AUM 31.91% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $416M AUM 11.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCA
Prosperity Capital Advisors Westlake, Ohio $2.03B AUM 15.9% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Fiduciary Planning's AIRR Position: Q3 2026 in Review

Fiduciary Planning increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 4.3% in Q3 2026, buying an estimated $420K and bringing the position to 89,135 shares worth $9.2M. The position accounts for 2.37% of the portfolio, ranked #13.

Fiduciary Planning first reported a position in AIRR in Q3 2023 and has held it in 13 quarters since. The position peaked at $11.4M in Q2 2026. 62 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

  • Fiduciary Planning held 89,135 shares of First Trust RBA American Industrial Renaissance ETF worth $9.2M as of Q3 2026.
  • Fiduciary Planning bought 3,640 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $420K.
  • First Trust RBA American Industrial Renaissance ETF made up 2.37% of Fiduciary Planning's portfolio in Q3 2026, its #13 holding.
  • Fiduciary Planning first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2023 and has held it in 13 quarters since.
  • Fiduciary Planning's First Trust RBA American Industrial Renaissance ETF position peaked at $11.4M in Q2 2026.
  • 62 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Fiduciary Planning's 13F filing for Q3 2026, filed 14 Oct 2026.