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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Mirae Asset Global Investments

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return