WFG Advisors’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

WFG Advisors’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
2017 Q2	$82K	Buy	3,450 +600	+21%	+$14.2K	0.02%	570
2017 Q1	$68K	Sell	2,850 -400	-12%	-$9.55K	0.02%	587
2016 Q4	$77K	Sell	3,250 -500	-13%	-$10.9K	0.02%	607
2016 Q3	$77K	Hold	3,750	–	–	0.02%	596
2016 Q2	$69K	Buy	3,750 +1,000	+36%	+$17.9K	0.02%	604
2016 Q1	$48K	Hold	2,750	–	–	0.01%	674
2015 Q4	$45K	Buy	2,750 +750	+38%	+$12.6K	0.01%	687
2015 Q3	$31K	Buy	2,000 +1,500	+300%	+$25.3K	0.01%	767
2015 Q2	$9K	Buy	+500	New	+$9.29K	﹤0.01%	1206

Other funds holding AIRR

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

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

RJA

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CCA

Clearwater Capital Advisors Hoffman Estates, Illinois $1.24B AUM 15.23% 1-Year Est. Return

WFG Advisors's AIRR Position: Q2 2017 in Review

WFG Advisors increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 21% in Q2 2017, buying an estimated $14.2K and bringing the position to 3,450 shares worth $82K. The position accounts for 0.02% of the portfolio, ranked #570.

WFG Advisors first reported a position in AIRR in Q2 2015 and has held it in 9 quarters since. 32 funds tracked by Wall St. Rank hold AIRR as of Q2 2017.

WFG Advisors held 3,450 shares of First Trust RBA American Industrial Renaissance ETF worth $82K as of Q2 2017.
WFG Advisors bought 600 First Trust RBA American Industrial Renaissance ETF shares in Q2 2017, an estimated $14.2K.
First Trust RBA American Industrial Renaissance ETF made up 0.02% of WFG Advisors's portfolio in Q2 2017, its #570 holding.
WFG Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2015 and has held it in 9 quarters since.
32 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.