Rothschild Investment LLC’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Rothschild Investment LLC’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	$403K	Buy	3,021 +30	+1%	+$3.79K	0.02%	671
2026 Q1	$331K	Buy	2,991 +2,481	+486%	+$281K	0.02%	524
2025 Q4	$50.2K	Buy	510 +145	+40%	+$14.2K	﹤0.01%	1018
2025 Q3	$35.3K	Sell	365 -173	-32%	-$15.5K	﹤0.01%	1094
2025 Q2	$43.8K	Sell	538 -20	-4%	-$1.48K	﹤0.01%	812
2025 Q1	$38.1K	Buy	558 +343	+160%	+$25.8K	﹤0.01%	849
2024 Q4	$16.6K	Buy	215 +185	+617%	+$14.8K	﹤0.01%	1047
2024 Q3	$2.24K	Buy	+30	New	+$2.13K	﹤0.01%	1661

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

Rothschild Investment LLC's AIRR Position: Q2 2026 in Review

Rothschild Investment LLC increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 1% in Q2 2026, buying an estimated $3.79K and bringing the position to 3,021 shares worth $403K. The position accounts for 0.02% of the portfolio, ranked #671.

Rothschild Investment LLC first reported a position in AIRR in Q3 2024 and has held it in 8 quarters since. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Rothschild Investment LLC held 3,021 shares of First Trust RBA American Industrial Renaissance ETF worth $403K as of Q2 2026.
Rothschild Investment LLC bought 30 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $3.79K.
First Trust RBA American Industrial Renaissance ETF made up 0.02% of Rothschild Investment LLC's portfolio in Q2 2026, its #671 holding.
Rothschild Investment LLC first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2024 and has held it in 8 quarters since.
569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.