Medallion Wealth Advisors’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Medallion Wealth Advisors’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 Q3	$421K	Buy	4,079 +881	+28%	+$102K	0.13%	145
2026 Q2	$426K	Buy	3,198 +295	+10%	+$37.2K	0.13%	142
2026 Q1	$322K	Buy	+2,903	New	+$328K	0.11%	180

Other funds holding AIRR

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Medallion Wealth Advisors's AIRR Position: Q3 2026 in Review

Medallion Wealth Advisors increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 28% in Q3 2026, buying an estimated $102K and bringing the position to 4,079 shares worth $421K. The position accounts for 0.13% of the portfolio, ranked #145.

Medallion Wealth Advisors first reported a position in AIRR in Q1 2026 and has held it in 3 quarters since. The position peaked at $426K in Q2 2026. 485 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

Medallion Wealth Advisors held 4,079 shares of First Trust RBA American Industrial Renaissance ETF worth $421K as of Q3 2026.
Medallion Wealth Advisors bought 881 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $102K.
First Trust RBA American Industrial Renaissance ETF made up 0.13% of Medallion Wealth Advisors's portfolio in Q3 2026, its #145 holding.
Medallion Wealth Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2026 and has held it in 3 quarters since.
Medallion Wealth Advisors's First Trust RBA American Industrial Renaissance ETF position peaked at $426K in Q2 2026.
485 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Medallion Wealth Advisors's 13F filing for Q3 2026, filed 13 Nov 2026.