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

SFG Wealth Management’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
2025
Q1 		– Sell
-4,530
Closed -$349K – 116
2024
Q4 		$349K Buy
+4,530
New +$361K 0.18% 70
2024
Q3 		– Sell
-19,874
Closed -$1.36M – 92
2024
Q2 		$1.36M Buy
+19,874
New +$1.35M 0.77% 24

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 $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

SFG Wealth Management's AIRR Position: Q1 2025 in Review

SFG Wealth Management sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q1 2025, closing a stake of 4,530 shares — an estimated $349K sold.

SFG Wealth Management first reported a position in AIRR in Q2 2024 and held it in 2 quarters. The position peaked at $1.36M in Q2 2024. 334 funds tracked by Wall St. Rank hold AIRR as of Q1 2025.

  • SFG Wealth Management reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q1 2025 after selling out during the quarter.
  • SFG Wealth Management sold 4,530 First Trust RBA American Industrial Renaissance ETF shares in Q1 2025, an estimated $349K.
  • SFG Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2024 and held it in 2 quarters.
  • SFG Wealth Management's First Trust RBA American Industrial Renaissance ETF position peaked at $1.36M in Q2 2024.
  • 334 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2025.

Based on SFG Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.