VisionPoint Advisory Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

VisionPoint Advisory 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
2024 Q3	–	Sell	-221	Closed	-$15.1K	–	259
2024 Q2	$15.1K	Hold	221	–	–	0.01%	441
2024 Q1	$14.9K	Hold	221	–	–	0.01%	416
2023 Q4	$12.8K	Buy	+221	New	+$11.4K	﹤0.01%	396

Other funds holding AIRR

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

VisionPoint Advisory Group's AIRR Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q3 2024, closing a stake of 221 shares — an estimated $15.1K sold.

VisionPoint Advisory Group first reported a position in AIRR in Q4 2023 and held it in 3 quarters. The position peaked at $15.1K in Q2 2024. 207 funds tracked by Wall St. Rank hold AIRR as of Q3 2024.

VisionPoint Advisory Group reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q3 2024 after selling out during the quarter.
VisionPoint Advisory Group sold 221 First Trust RBA American Industrial Renaissance ETF shares in Q3 2024, an estimated $15.1K.
VisionPoint Advisory Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2023 and held it in 3 quarters.
VisionPoint Advisory Group's First Trust RBA American Industrial Renaissance ETF position peaked at $15.1K in Q2 2024.
207 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.