MGB Wealth Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

MGB Wealth 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
2025 Q4	$112K	Buy	1,135 +1	+0.1%	+$98	0.03%	240
2025 Q3	$110K	Hold	1,134	–	–	0.03%	244
2025 Q2	$92.3K	Buy	1,134 +33	+3%	+$2.43K	0.03%	244
2025 Q1	$75.1K	Hold	1,101	–	–	0.03%	240
2024 Q4	$84.8K	Buy	1,101 +1	+0.1%	+$80	0.03%	229
2024 Q3	$82.2K	Hold	1,100	–	–	0.03%	224
2024 Q2	$78.3K	Hold	1,100	–	–	0.03%	224
2024 Q1	$74.1K	Hold	1,100	–	–	0.03%	215
2023 Q4	$63.6K	Buy	+1,100	New	+$56.7K	0.03%	213

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MGB Wealth Management's AIRR Position: Q4 2025 in Review

MGB Wealth Management increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 0.09% in Q4 2025, buying an estimated $98 and bringing the position to 1,135 shares worth $112K. The position accounts for 0.03% of the portfolio, ranked #240.

MGB Wealth Management first reported a position in AIRR in Q4 2023 and has held it in 9 quarters since. 456 funds tracked by Wall St. Rank hold AIRR as of Q4 2025.

MGB Wealth Management held 1,135 shares of First Trust RBA American Industrial Renaissance ETF worth $112K as of Q4 2025.
MGB Wealth Management bought 1 First Trust RBA American Industrial Renaissance ETF share in Q4 2025, an estimated $98.
First Trust RBA American Industrial Renaissance ETF made up 0.03% of MGB Wealth Management's portfolio in Q4 2025, its #240 holding.
MGB Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2023 and has held it in 9 quarters since.
456 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.