Marshall Investment Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Marshall Investment Management’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	$3.89M	Sell	35,103 -973	-3%	-$110K	1.87%	17
2025 Q4	$3.55M	Sell	36,076 -1,455	-4%	-$143K	1.78%	17
2025 Q3	$3.63M	Buy	+37,531	New	+$3.36M	1.92%	15
2025 Q2	–	Sell	-55,253	Closed	-$3.77M	–	29
2025 Q1	$3.77M	Sell	55,253 -32,298	-37%	-$2.43M	2.34%	14
2024 Q4	$6.54M	Buy	+87,551	New	+$6.98M	3.85%	5

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

Marshall Investment Management's AIRR Position: Q1 2026 in Review

Marshall Investment Management reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 2.7% in Q1 2026, selling an estimated $110K and leaving 35,103 shares worth $3.89M. The position accounts for 1.87% of the portfolio, ranked #17.

Marshall Investment Management first reported a position in AIRR in Q4 2024 and has held it in 5 quarters since. The position peaked at $6.54M in Q4 2024. 497 funds tracked by Wall St. Rank hold AIRR as of Q1 2026.

Marshall Investment Management held 35,103 shares of First Trust RBA American Industrial Renaissance ETF worth $3.89M as of Q1 2026.
Marshall Investment Management sold 973 First Trust RBA American Industrial Renaissance ETF shares in Q1 2026, an estimated $110K.
First Trust RBA American Industrial Renaissance ETF made up 1.87% of Marshall Investment Management's portfolio in Q1 2026, its #17 holding.
Marshall Investment Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and has held it in 5 quarters since.
Marshall Investment Management's First Trust RBA American Industrial Renaissance ETF position peaked at $6.54M in Q4 2024.
497 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.