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Financial Advocates Investment Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Financial Advocates Investment 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
Q3 		– Sell
-18,289
Closed -$1.49M – 115
2025
Q2 		$1.49M Buy
18,289
+8,233
+82% +$607K 0.12% 162
2025
Q1 		$686K Buy
10,056
+2,793
+38% +$210K 0.05% 362
2024
Q4 		$560K Sell
7,263
-38
-0.5% -$3.03K 0.03% 420
2024
Q3 		$545K Buy
7,301
+2,428
+50% +$172K 0.03% 440
2024
Q2 		$333K Sell
4,873
-98
-2% -$6.65K 0.02% 557
2024
Q1 		$335K Sell
4,971
-60
-1% -$3.59K 0.02% 555
2023
Q4 		$291K Sell
5,031
-17,627
-78% -$909K 0.02% 564
2023
Q3 		$1.17M Sell
22,658
-3,257
-13% -$175K 0.08% 242
2023
Q2 		$1.4M Sell
25,915
-948
-4% -$45.8K 0.1% 213
2023
Q1 		$1.29M Buy
26,863
+9,878
+58% +$473K 0.09% 239
2022
Q4 		$749K Buy
+16,985
New +$747K 0.06% 353
2018
Q4 		– Sell
-9,629
Closed -$269K – 423
2018
Q3 		$269K Sell
9,629
-265
-3% -$7.35K 0.03% 419
2018
Q2 		$265K Buy
9,894
+941
+11% +$24.7K 0.03% 400
2018
Q1 		$233K Sell
8,953
-1,033
-10% -$27.7K 0.03% 422
2017
Q4 		$274K Buy
+9,986
New +$265K 0.04% 380

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 $445B AUM 25.58% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Financial Advocates Investment Management's AIRR Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q3 2025, closing a stake of 18,289 shares — an estimated $1.49M sold.

Financial Advocates Investment Management first reported a position in AIRR in Q4 2017 and held it in 15 quarters. The position peaked at $1.49M in Q2 2025. 385 funds tracked by Wall St. Rank hold AIRR as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 18,289 First Trust RBA American Industrial Renaissance ETF shares in Q3 2025, an estimated $1.49M.
  • Financial Advocates Investment Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2017 and held it in 15 quarters.
  • Financial Advocates Investment Management's First Trust RBA American Industrial Renaissance ETF position peaked at $1.49M in Q2 2025.
  • 385 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.