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

Plotkin Financial 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
2021
Q4 		– Sell
-9,050
Closed -$371K – 86
2021
Q3 		$371K Sell
9,050
-21,489
-70% -$885K 0.22% 64
2021
Q2 		$1.25M Buy
+30,539
New +$1.26M 0.69% 36

Other funds holding AIRR

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AOG
Alpha Omega Group Reston, Virginia $84.1M AUM 6.41% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
TF
Theory Financial Fort Collins, Colorado $285M AUM 14.75% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Plotkin Financial Advisors's AIRR Position: Q4 2021 in Review

Plotkin Financial Advisors sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q4 2021, closing a stake of 9,050 shares — an estimated $371K sold.

Plotkin Financial Advisors first reported a position in AIRR in Q2 2021 and held it in 2 quarters. The position peaked at $1.25M in Q2 2021. 72 funds tracked by Wall St. Rank hold AIRR as of Q4 2021.

  • Plotkin Financial Advisors reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q4 2021 after selling out during the quarter.
  • Plotkin Financial Advisors sold 9,050 First Trust RBA American Industrial Renaissance ETF shares in Q4 2021, an estimated $371K.
  • Plotkin Financial Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2021 and held it in 2 quarters.
  • Plotkin Financial Advisors's First Trust RBA American Industrial Renaissance ETF position peaked at $1.25M in Q2 2021.
  • 72 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q4 2021.

Based on Plotkin Financial Advisors's 13F filing for Q4 2021, filed 15 Nov 2024.