Money Concepts Capital’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Money Concepts Capital’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
2023 Q1	–	Sell	-500	Closed	-$22.1K	–	526
2022 Q4	$22.1K	Buy	+500	New	+$22K	﹤0.01%	1630
2022 Q2	–	Sell	-749	Closed	-$32K	–	1463
2022 Q1	$32K	Buy	749 +500	+201%	+$21.2K	﹤0.01%	1402
2021 Q4	$11K	Buy	+249	New	+$11.1K	﹤0.01%	674
2021 Q1	$17K	Buy	+408	New	+$15.6K	﹤0.01%	630

Other funds holding AIRR

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

AOG

Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $334M AUM 11.57% 1-Year Est. Return

IGWM

ICA Group Wealth Management Denver, Colorado $167M AUM 18.57% 1-Year Est. Return

Money Concepts Capital's AIRR Position: Q1 2023 in Review

Money Concepts Capital sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q1 2023, closing a stake of 500 shares — an estimated $22.1K sold.

Money Concepts Capital first reported a position in AIRR in Q1 2021 and held it in 4 quarters. The position peaked at $32K in Q1 2022. 88 funds tracked by Wall St. Rank hold AIRR as of Q1 2023.

Money Concepts Capital reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 500 First Trust RBA American Industrial Renaissance ETF shares in Q1 2023, an estimated $22.1K.
Money Concepts Capital first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2021 and held it in 4 quarters.
Money Concepts Capital's First Trust RBA American Industrial Renaissance ETF position peaked at $32K in Q1 2022.
88 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.