Sowell Financial Services’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Sowell Financial Services’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	$1.4M	Buy	10,489 +219	+2%	+$27.6K	0.05%	388
2026 Q1	$1.14M	Sell	10,270 -423	-4%	-$47.8K	0.04%	406
2025 Q4	$1.05M	Buy	10,693 +497	+5%	+$48.7K	0.04%	418
2025 Q3	$986K	Sell	10,196 -277	-3%	-$24.8K	0.04%	421
2025 Q2	$853K	Buy	10,473 +5,333	+104%	+$393K	0.03%	457
2025 Q1	$351K	Buy	+5,140	New	+$387K	0.02%	700
2017 Q1	–	Sell	-119	Closed	-$3K	–	263
2016 Q4	$3K	Buy	+119	New	+$2.59K	﹤0.01%	559

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

Sowell Financial Services's AIRR Position: Q2 2026 in Review

Sowell Financial Services increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 2.1% in Q2 2026, buying an estimated $27.6K and bringing the position to 10,489 shares worth $1.4M. The position accounts for 0.05% of the portfolio, ranked #388.

Sowell Financial Services first reported a position in AIRR in Q4 2016 and has held it in 7 quarters since. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Sowell Financial Services held 10,489 shares of First Trust RBA American Industrial Renaissance ETF worth $1.4M as of Q2 2026.
Sowell Financial Services bought 219 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $27.6K.
First Trust RBA American Industrial Renaissance ETF made up 0.05% of Sowell Financial Services's portfolio in Q2 2026, its #388 holding.
Sowell Financial Services first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2016 and has held it in 7 quarters since.
569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.