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Legacy Investment Solutions’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$442K Buy
+5,433
New +$401K 0.23% 53
2024
Q4 		$298K Buy
3,737
+2,163
+137% +$172K 0.19% 59
2024
Q3 		$132K Buy
+1,574
New +$112K 0.08% 73

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Legacy Investment Solutions's AIRR Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in First Trust RBA American Industrial Renaissance ETF (AIRR) in Q2 2025: 5,433 shares worth $442K. The stake represents 0.23% of the portfolio and ranks #53 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in AIRR as recently as Q4 2024.

Legacy Investment Solutions first reported a position in AIRR in Q3 2024 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold AIRR as of Q2 2025.

  • Legacy Investment Solutions held 5,433 shares of First Trust RBA American Industrial Renaissance ETF worth $442K as of Q2 2025.
  • First Trust RBA American Industrial Renaissance ETF was a new Legacy Investment Solutions position in Q2 2025.
  • First Trust RBA American Industrial Renaissance ETF made up 0.23% of Legacy Investment Solutions's portfolio in Q2 2025, its #53 holding.
  • Legacy Investment Solutions first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2024 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.