LFAS
AIRR icon

Level Four Advisory Services’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Level Four Advisory Services’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 		$1.09M Buy
9,827
+1,444
+17% +$163K 0.04% 407
2025
Q4 		$824K Buy
8,383
+255
+3% +$25K 0.03% 446
2025
Q3 		$786K Buy
8,128
+2,752
+51% +$246K 0.03% 453
2025
Q2 		$438K Buy
5,376
+695
+15% +$51.3K 0.02% 557
2025
Q1 		$319K Buy
4,681
+922
+25% +$69.4K 0.01% 617
2024
Q4 		$290K Buy
3,759
+634
+20% +$50.6K 0.01% 631
2024
Q3 		$233K Buy
3,125
+142
+5% +$10.1K 0.01% 699
2024
Q2 		$204K Buy
+2,983
New +$203K 0.01% 702
2023
Q3 		– Sell
-21,612
Closed -$1.17M – 764
2023
Q2 		$1.17M Sell
21,612
-1,350
-6% -$65.3K 0.07% 262
2023
Q1 		$1.1M Buy
+22,962
New +$1.1M 0.07% 262

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 $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return