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

Mutual 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 Q1	$4.58M	Buy	41,335 +5,081	+14%	+$575K	0.1%	205
2025 Q4	$3.56M	Buy	36,254 +1,025	+3%	+$100K	0.08%	246
2025 Q3	$3.42M	Buy	35,229 +3,373	+11%	+$302K	0.08%	248
2025 Q2	$2.82M	Buy	31,856 +1,350	+4%	+$99.6K	0.07%	253
2025 Q1	$2.12M	Buy	30,506 +3,233	+12%	+$243K	0.06%	276
2024 Q4	$2.23M	Buy	27,273 +1,837	+7%	+$146K	0.06%	257
2024 Q3	$1.94M	Buy	25,436 +2,803	+12%	+$199K	0.06%	285
2024 Q2	$1.66M	Buy	22,633 +1,611	+8%	+$109K	0.05%	319
2024 Q1	$1.42M	Buy	+21,022	New	+$1.26M	0.05%	361

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