SFC
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Strategic Financial Concepts’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Strategic Financial Concepts’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 		$1.1M Buy
9,968
+4,166
+72% +$471K 0.27% 85
2025
Q4 		$570K Buy
5,802
+3,017
+108% +$296K 0.52% 50
2025
Q3 		$262K Buy
2,785
+274
+11% +$24.5K 0.04% 218
2025
Q2 		$204K Sell
2,511
-4,528
-64% -$334K 0.03% 261
2025
Q1 		$480K Buy
7,039
+1,402
+25% +$105K 0.09% 188
2024
Q4 		$434K Buy
+5,637
New +$450K 0.08% 197
2024
Q3 		– Sell
-18,318
Closed -$250 – 260
2024
Q2 		$250 Buy
+18,318
New +$1.24M ﹤0.01% 700

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