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

Lee Financial’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 Q1	$222K	Buy	+2,000	New	+$226K	0.03%	140
2024 Q1	–	Sell	-2,000	Closed	-$116K	–	168
2023 Q4	$116K	Hold	2,000	–	–	0.02%	167
2023 Q3	$103K	Hold	2,000	–	–	0.02%	163
2023 Q2	$108K	Hold	2,000	–	–	0.02%	159
2023 Q1	$96K	Hold	2,000	–	–	0.02%	173
2022 Q4	$88.2K	Hold	2,000	–	–	0.02%	206
2022 Q3	$76K	Hold	2,000	–	–	0.01%	212
2022 Q2	$74K	Hold	2,000	–	–	0.01%	210
2022 Q1	$85K	Buy	+2,000	New	+$84.6K	0.02%	197

Other funds holding AIRR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Lee Financial's AIRR Position: Q1 2026 in Review

Lee Financial opened a new position in First Trust RBA American Industrial Renaissance ETF (AIRR) in Q1 2026: 2,000 shares worth $222K. The stake represents 0.03% of the portfolio and ranks #140 among its holdings. This is a return to the name: Lee Financial previously reported a position in AIRR as recently as Q4 2023.

Lee Financial first reported a position in AIRR in Q1 2022 and has held it in 9 quarters since. 497 funds tracked by Wall St. Rank hold AIRR as of Q1 2026.

Lee Financial held 2,000 shares of First Trust RBA American Industrial Renaissance ETF worth $222K as of Q1 2026.
First Trust RBA American Industrial Renaissance ETF was a new Lee Financial position in Q1 2026.
First Trust RBA American Industrial Renaissance ETF made up 0.03% of Lee Financial's portfolio in Q1 2026, its #140 holding.
Lee Financial first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2022 and has held it in 9 quarters since.
497 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2026.

Based on Lee Financial's 13F filing for Q1 2026, filed 13 Apr 2026.