Fulcrum Equity Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Fulcrum Equity 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
2026 Q3	–	Sell	-3,377	Closed	-$450K	–	133
2026 Q2	$450K	Buy	+3,377	New	+$426K	0.33%	72
2026 Q1	–	Sell	-3,283	Closed	-$323K	–	128
2025 Q4	$323K	Sell	3,283 -6,411	-66%	-$628K	0.31%	78
2025 Q3	$937K	Buy	+9,694	New	+$867K	0.95%	25
2024 Q3	–	Sell	-17,768	Closed	-$1.21M	–	138
2024 Q2	$1.21M	Buy	+17,768	New	+$1.21M	1.09%	22
2023 Q2	–	Sell	-59,465	Closed	-$2.86M	–	86
2023 Q1	$2.86M	Sell	59,465 -2,004	-3%	-$96K	2.68%	7
2022 Q4	$2.71M	Buy	+61,469	New	+$2.7M	2.22%	17
2021 Q3	–	Sell	-57,761	Closed	-$2.37M	–	180
2021 Q2	$2.37M	Buy	+57,761	New	+$2.39M	0.88%	35

Other funds holding AIRR

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return

Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return

Fulcrum Equity Management's AIRR Position: Q3 2026 in Review

Fulcrum Equity Management sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q3 2026, closing a stake of 3,377 shares — an estimated $450K sold.

Fulcrum Equity Management first reported a position in AIRR in Q2 2021 and held it in 7 quarters. The position peaked at $2.86M in Q1 2023. 191 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

Fulcrum Equity Management reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q3 2026 after selling out during the quarter.
Fulcrum Equity Management sold 3,377 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $450K.
Fulcrum Equity Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2021 and held it in 7 quarters.
Fulcrum Equity Management's First Trust RBA American Industrial Renaissance ETF position peaked at $2.86M in Q1 2023.
191 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Fulcrum Equity Management's 13F filing for Q3 2026, filed 21 Oct 2026.