Merit Financial Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Merit Financial 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
2026 Q2	$12M	Buy	89,936 +9,210	+11%	+$1.16M	0.07%	227
2026 Q1	$8.94M	Buy	80,726 +11,337	+16%	+$1.28M	0.07%	247
2025 Q4	$6.82M	Buy	69,389 +19,905	+40%	+$1.95M	0.05%	276
2025 Q3	$4.78M	Buy	49,484 +20,732	+72%	+$1.85M	0.04%	324
2025 Q2	$2.34M	Buy	28,752 +24,897	+646%	+$1.84M	0.03%	474
2025 Q1	$263K	Buy	+3,855	New	+$290K	﹤0.01%	1175

Other funds holding AIRR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Merit Financial Group's AIRR Position: Q2 2026 in Review

Merit Financial Group increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 11% in Q2 2026, buying an estimated $1.16M and bringing the position to 89,936 shares worth $12M. The position accounts for 0.07% of the portfolio, ranked #227.

Merit Financial Group first reported a position in AIRR in Q1 2025 and has held it in 6 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Merit Financial Group held 89,936 shares of First Trust RBA American Industrial Renaissance ETF worth $12M as of Q2 2026.
Merit Financial Group bought 9,210 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $1.16M.
First Trust RBA American Industrial Renaissance ETF made up 0.07% of Merit Financial Group's portfolio in Q2 2026, its #227 holding.
Merit Financial Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2025 and has held it in 6 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.