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

VitalStone Financial’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	$710K	Buy	9,508 +1,030	+12%	+$73K	0.48%	46
2024 Q2	$579K	Buy	8,478 +457	+6%	+$31K	0.42%	48
2024 Q1	$540K	Buy	8,021 +1,408	+21%	+$84.2K	0.41%	45
2023 Q4	$382K	Buy	6,613 +667	+11%	+$34.4K	0.31%	63
2023 Q3	$288K	Buy	+5,946	New	+$319K	0.24%	67

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 $44.6B AUM 28.94% 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 $31B AUM 28.39% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

VitalStone Financial's AIRR Position: Q3 2024 in Review

VitalStone Financial increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 12% in Q3 2024, buying an estimated $73K and bringing the position to 9,508 shares worth $710K. The position accounts for 0.48% of the portfolio, ranked #46.

VitalStone Financial first reported a position in AIRR in Q3 2023 and has held it in 5 quarters since. 207 funds tracked by Wall St. Rank hold AIRR as of Q3 2024.

VitalStone Financial held 9,508 shares of First Trust RBA American Industrial Renaissance ETF worth $710K as of Q3 2024.
VitalStone Financial bought 1,030 First Trust RBA American Industrial Renaissance ETF shares in Q3 2024, an estimated $73K.
First Trust RBA American Industrial Renaissance ETF made up 0.48% of VitalStone Financial's portfolio in Q3 2024, its #46 holding.
VitalStone Financial first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2023 and has held it in 5 quarters since.
207 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.