Waterfront Wealth’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Waterfront Wealth’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 Q3	$907K	Buy	9,209 +173	+2%	+$20K	0.14%	177
2026 Q2	$1.12M	Buy	9,036 +2,524	+39%	+$319K	0.17%	152
2026 Q1	$721K	Buy	6,512 +230	+4%	+$26K	0.13%	189
2025 Q4	$708K	Buy	6,282 +50	+0.8%	+$4.9K	0.13%	176
2025 Q3	$593K	Buy	6,232 +63	+1%	+$5.64K	0.12%	181
2025 Q2	$502K	Buy	6,169 +457	+8%	+$33.7K	0.11%	187
2025 Q1	$390K	Buy	5,712 +380	+7%	+$28.6K	0.1%	198
2024 Q4	$411K	Buy	5,332 +2,517	+89%	+$201K	0.1%	194
2024 Q3	$215K	Buy	+2,815	New	+$199K	0.05%	244

Other funds holding AIRR

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return

Comprehensive Wealth Management Lynnwood, Washington $221M AUM 9.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return

Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return

TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return

Waterfront Wealth's AIRR Position: Q3 2026 in Review

Waterfront Wealth increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 1.9% in Q3 2026, buying an estimated $20K and bringing the position to 9,209 shares worth $907K. The position accounts for 0.14% of the portfolio, ranked #177.

Waterfront Wealth first reported a position in AIRR in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.12M in Q2 2026. 315 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

Waterfront Wealth held 9,209 shares of First Trust RBA American Industrial Renaissance ETF worth $907K as of Q3 2026.
Waterfront Wealth bought 173 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $20K.
First Trust RBA American Industrial Renaissance ETF made up 0.14% of Waterfront Wealth's portfolio in Q3 2026, its #177 holding.
Waterfront Wealth first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2024 and has held it in 9 quarters since.
Waterfront Wealth's First Trust RBA American Industrial Renaissance ETF position peaked at $1.12M in Q2 2026.
315 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.