Stonebridge Financial Planning Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Stonebridge Financial Planning Group’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 Q1	$1.64M	Buy	14,842 +476	+3%	+$53.8K	0.6%	52
2025 Q4	$1.41M	Buy	14,366 +4,537	+46%	+$444K	0.51%	61
2025 Q3	$950K	Buy	9,829 +4,753	+94%	+$425K	0.36%	82
2025 Q2	$413K	Buy	5,076 +256	+5%	+$18.9K	0.17%	120
2025 Q1	$329K	Buy	+4,820	New	+$363K	0.15%	131
2022 Q1	–	Sell	-150	Closed	-$6K	–	124
2021 Q4	$6K	Hold	150	–	–	﹤0.01%	356
2021 Q3	$7K	Hold	150	–	–	﹤0.01%	361
2021 Q2	$6K	Buy	+150	New	+$6.21K	﹤0.01%	376

Other funds holding AIRR

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return