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

Rooted Wealth 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 Q2	$4.22M	Buy	31,643 +885	+3%	+$112K	1.03%	26
2026 Q1	$3.81M	Buy	30,758 +1,436	+5%	+$162K	1%	26
2025 Q4	$3.33M	Buy	29,322 +5,472	+23%	+$536K	0.94%	24
2025 Q3	$2.31M	Buy	23,850 +1,156	+5%	+$103K	0.71%	29
2025 Q2	$1.93M	Buy	22,694 +2,731	+14%	+$201K	0.67%	29
2025 Q1	$1.25M	Buy	+19,963	New	+$1.5M	0.54%	34

Other funds holding AIRR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Rooted Wealth Advisors's AIRR Position: Q2 2026 in Review

Rooted Wealth Advisors increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 2.9% in Q2 2026, buying an estimated $112K and bringing the position to 31,643 shares worth $4.22M. The position accounts for 1.03% of the portfolio, ranked #26.

Rooted Wealth Advisors first reported a position in AIRR in Q1 2025 and has held it in 6 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Rooted Wealth Advisors held 31,643 shares of First Trust RBA American Industrial Renaissance ETF worth $4.22M as of Q2 2026.
Rooted Wealth Advisors bought 885 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $112K.
First Trust RBA American Industrial Renaissance ETF made up 1.03% of Rooted Wealth Advisors's portfolio in Q2 2026, its #26 holding.
Rooted Wealth Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2025 and has held it in 6 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.