Migdal Insurance & Financial Holdings’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Migdal Insurance & Financial Holdings’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	$71.5K	Buy	+645	New	+$73K	﹤0.01%	265
2025 Q3	–	Sell	-345	Closed	-$28K	–	325
2025 Q2	$28K	Hold	345	–	–	﹤0.01%	299
2025 Q1	$24K	Hold	345	–	–	﹤0.01%	338
2024 Q4	$27K	Hold	345	–	–	﹤0.01%	264
2024 Q3	$26K	Hold	345	–	–	﹤0.01%	277
2024 Q2	$24K	Buy	+345	New	+$23.4K	﹤0.01%	347
2019 Q3	–	Sell	-550	Closed	-$15K	–	736
2019 Q2	$15K	Sell	550 -132	-19%	-$3.33K	﹤0.01%	693
2019 Q1	$17K	Hold	682	–	–	﹤0.01%	648
2018 Q4	$15K	Hold	682	–	–	﹤0.01%	650
2018 Q3	$19K	Buy	+682	New	+$18.9K	﹤0.01%	746

Other funds holding AIRR

Bank of America

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 $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return