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Independent Financial Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Independent Financial Group’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 		$9.45M Buy
70,891
+1,289
+2% +$163K 0.18% 111
2026
Q1 		$7.71M Buy
69,602
+7,153
+11% +$809K 0.17% 121
2025
Q4 		$6.14M Sell
62,449
-1,063
-2% -$104K 0.14% 138
2025
Q3 		$6.14M Buy
63,512
+30,489
+92% +$2.73M 0.15% 131
2025
Q2 		$2.69M Buy
33,023
+3,940
+14% +$291K 0.07% 267
2025
Q1 		$1.98M Buy
29,083
+2,591
+10% +$195K 0.07% 283
2024
Q4 		$2.04M Buy
26,492
+419
+2% +$33.4K 0.07% 289
2024
Q3 		$1.95M Buy
26,073
+8,516
+49% +$603K 0.07% 272
2024
Q2 		$1.2M Buy
17,557
+1,752
+11% +$119K 0.05% 356
2024
Q1 		$1.06M Buy
15,805
+10,375
+191% +$620K 0.05% 363
2023
Q4 		$314K Buy
5,430
+340
+7% +$17.5K 0.02% 704
2023
Q3 		$262K Sell
5,090
-2,368
-32% -$127K 0.02% 715
2023
Q2 		$403K Sell
7,458
-155
-2% -$7.5K 0.03% 536
2023
Q1 		$366K Buy
7,613
+103
+1% +$4.93K 0.03% 541
2022
Q4 		$331K Buy
7,510
+300
+4% +$13.2K 0.03% 534
2022
Q3 		$276K Buy
+7,210
New +$297K 0.03% 559

Other funds holding AIRR

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Independent Financial Group's AIRR Position: Q2 2026 in Review

Independent Financial Group increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 1.9% in Q2 2026, buying an estimated $163K and bringing the position to 70,891 shares worth $9.45M. The position accounts for 0.18% of the portfolio, ranked #111.

Independent Financial Group first reported a position in AIRR in Q3 2022 and has held it in 16 quarters since. 545 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

  • Independent Financial Group held 70,891 shares of First Trust RBA American Industrial Renaissance ETF worth $9.45M as of Q2 2026.
  • Independent Financial Group bought 1,289 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $163K.
  • First Trust RBA American Industrial Renaissance ETF made up 0.18% of Independent Financial Group's portfolio in Q2 2026, its #111 holding.
  • Independent Financial Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2022 and has held it in 16 quarters since.
  • 545 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.