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Heritage Wealth Management (Ohio)’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio AIRR Stock Details AIRR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.79M Buy
22,004
+9,559
+77% +$778K 0.58% 45
2025
Q1 		$849K Buy
12,445
+7,885
+173% +$538K 0.29% 87
2024
Q4 		$351K Buy
+4,560
New +$351K 0.12% 170