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Kowal Investment Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Kowal Investment 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
2021
Q4 		– Sell
-70
Closed -$3K – 135
2021
Q3 		$3K Buy
+70
New +$2.88K ﹤0.01% 720

Other funds holding AIRR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Kowal Investment Group's AIRR Position: Q4 2021 in Review

Kowal Investment Group sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q4 2021, closing a stake of 70 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in AIRR in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 72 funds tracked by Wall St. Rank hold AIRR as of Q4 2021.

  • Kowal Investment Group reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 70 First Trust RBA American Industrial Renaissance ETF shares in Q4 2021, an estimated $3K.
  • Kowal Investment Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's First Trust RBA American Industrial Renaissance ETF position peaked at $3K in Q3 2021.
  • 72 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.