Fortis Advisors’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Fortis Advisors’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 Q1	$4.64M	Sell	41,923 -4,884	-10%	-$552K	2.33%	13
2025 Q4	$4.6M	Sell	46,807 -1,441	-3%	-$141K	2.53%	14
2025 Q3	$4.66M	Sell	48,248 -7,523	-13%	-$673K	2.66%	13
2025 Q2	$4.54M	Sell	55,771 -763	-1%	-$56.3K	2.91%	11
2025 Q1	$3.86M	Buy	56,534 +2,913	+5%	+$219K	2.51%	11
2024 Q4	$4.13M	Buy	53,621 +4,169	+8%	+$332K	2.71%	11
2024 Q3	$3.69M	Buy	49,452 +45,302	+1,092%	+$3.21M	2.39%	11
2024 Q2	$283K	Buy	4,150 +250	+6%	+$17K	0.2%	79
2024 Q1	$263K	Buy	+3,900	New	+$233K	0.18%	80

Other funds holding AIRR

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return