NW
AIRR icon

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

NewEdge Wealth’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 		$992K Sell
8,957
-81
-0.9% -$9.16K 0.01% 628
2025
Q4 		$889K Sell
9,038
-64
-0.7% -$6.27K 0.01% 662
2025
Q3 		$898K Sell
9,102
-82
-0.9% -$7.33K 0.01% 592
2025
Q2 		$812K Hold
9,184
– – 0.01% 583
2025
Q1 		$626K Hold
9,184
– – 0.01% 581
2024
Q4 		$708K Sell
9,184
-2
-0% -$159 0.01% 555
2024
Q3 		$686K Sell
9,186
-441
-5% -$31.2K 0.01% 544
2024
Q2 		$658K Hold
9,627
– – 0.01% 484
2024
Q1 		$626K Sell
9,627
-136
-1% -$8.13K 0.01% 515
2023
Q4 		$565K Sell
9,763
-445
-4% -$22.9K 0.01% 488
2023
Q3 		$526K Buy
10,208
+4,550
+80% +$244K 0.02% 456
2023
Q2 		$306K Buy
+5,658
New +$274K 0.01% 540

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
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