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

JFS 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
2024 Q1	–	Sell	-80	Closed	-$4.63K	–	2006
2023 Q4	$4.63K	Hold	80	–	–	﹤0.01%	1090
2023 Q3	$4.12K	Hold	80	–	–	﹤0.01%	1073
2023 Q2	$4.33K	Hold	80	–	–	﹤0.01%	1068
2023 Q1	$3.84K	Hold	80	–	–	﹤0.01%	1100
2022 Q4	$3.53K	Hold	80	–	–	﹤0.01%	1138
2022 Q3	$3K	Hold	80	–	–	﹤0.01%	1130
2022 Q2	$3K	Hold	80	–	–	﹤0.01%	1139
2022 Q1	$3K	Hold	80	–	–	﹤0.01%	1198
2021 Q4	$4K	Hold	80	–	–	﹤0.01%	823
2021 Q3	$3K	Buy	+80	New	+$3.29K	﹤0.01%	740

Other funds holding AIRR

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

JFS Wealth Advisors's AIRR Position: Q1 2024 in Review

JFS Wealth Advisors sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q1 2024, closing a stake of 80 shares — an estimated $4.63K sold.

JFS Wealth Advisors first reported a position in AIRR in Q3 2021 and held it in 10 quarters. The position peaked at $4.63K in Q4 2023. 142 funds tracked by Wall St. Rank hold AIRR as of Q1 2024.

JFS Wealth Advisors reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q1 2024 after selling out during the quarter.
JFS Wealth Advisors sold 80 First Trust RBA American Industrial Renaissance ETF shares in Q1 2024, an estimated $4.63K.
JFS Wealth Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2021 and held it in 10 quarters.
JFS Wealth Advisors's First Trust RBA American Industrial Renaissance ETF position peaked at $4.63K in Q4 2023.
142 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2024.

Based on JFS Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.