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

Lokken 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
2025 Q3	$5.21M	Sell	53,893 -358	-0.7%	-$32K	1.79%	16
2025 Q2	$4.42M	Buy	54,251 +2,175	+4%	+$160K	1.7%	16
2025 Q1	$3.55M	Buy	52,076 +1,410	+3%	+$106K	1.5%	19
2024 Q4	$3.9M	Sell	50,666 -1,743	-3%	-$139K	1.69%	17
2024 Q3	$3.91M	Buy	52,409 +336	+0.6%	+$23.8K	1.63%	16
2024 Q2	$3.56M	Buy	52,073 +1,459	+3%	+$99K	1.67%	16
2024 Q1	$3.41M	Sell	50,614 -1,309	-3%	-$78.3K	1.7%	16
2023 Q4	$3M	Buy	51,923 +1,294	+3%	+$66.7K	1.7%	14
2023 Q3	$2.61M	Buy	+50,629	New	+$2.72M	1.71%	14

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

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

Lokken Investment Group's AIRR Position: Q3 2025 in Review

Lokken Investment Group reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 0.66% in Q3 2025, selling an estimated $32K and leaving 53,893 shares worth $5.21M. The position accounts for 1.79% of the portfolio, ranked #16.

Lokken Investment Group first reported a position in AIRR in Q3 2023 and has held it in 9 quarters since. 385 funds tracked by Wall St. Rank hold AIRR as of Q3 2025.

Lokken Investment Group held 53,893 shares of First Trust RBA American Industrial Renaissance ETF worth $5.21M as of Q3 2025.
Lokken Investment Group sold 358 First Trust RBA American Industrial Renaissance ETF shares in Q3 2025, an estimated $32K.
First Trust RBA American Industrial Renaissance ETF made up 1.79% of Lokken Investment Group's portfolio in Q3 2025, its #16 holding.
Lokken Investment Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2023 and has held it in 9 quarters since.
385 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.