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

HCR Wealth 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
2020
Q3 		– Sell
-510
Closed -$12K – 241
2020
Q2 		$12K Buy
+510
New +$11.2K ﹤0.01% 219

Other funds holding AIRR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

HCR Wealth Advisors's AIRR Position: Q3 2020 in Review

HCR Wealth Advisors sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q3 2020, closing a stake of 510 shares — an estimated $12K sold.

HCR Wealth Advisors first reported a position in AIRR in Q2 2020 and held it in 1 quarter. The position peaked at $12K in Q2 2020. 21 funds tracked by Wall St. Rank hold AIRR as of Q3 2020.

  • HCR Wealth Advisors reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q3 2020 after selling out during the quarter.
  • HCR Wealth Advisors sold 510 First Trust RBA American Industrial Renaissance ETF shares in Q3 2020, an estimated $12K.
  • HCR Wealth Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2020 and held it in 1 quarter.
  • HCR Wealth Advisors's First Trust RBA American Industrial Renaissance ETF position peaked at $12K in Q2 2020.
  • 21 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2020.

Based on HCR Wealth Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.