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 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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Fulcrum Equity Management's AIRR Position: Q2 2026 in Review

Fulcrum Equity Management opened a new position in First Trust RBA American Industrial Renaissance ETF (AIRR) in Q2 2026: 3,377 shares worth $450K. The stake represents 0.33% of the portfolio and ranks #72 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in AIRR as recently as Q4 2025.

Fulcrum Equity Management first reported a position in AIRR in Q2 2021 and has held it in 7 quarters since. The position peaked at $2.86M in Q1 2023. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Fulcrum Equity Management held 3,377 shares of First Trust RBA American Industrial Renaissance ETF worth $450K as of Q2 2026.
First Trust RBA American Industrial Renaissance ETF was a new Fulcrum Equity Management position in Q2 2026.
First Trust RBA American Industrial Renaissance ETF made up 0.33% of Fulcrum Equity Management's portfolio in Q2 2026, its #72 holding.
Fulcrum Equity Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2021 and has held it in 7 quarters since.
Fulcrum Equity Management's First Trust RBA American Industrial Renaissance ETF position peaked at $2.86M in Q1 2023.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.