We are live on ! Find out more
AIRR icon

First Trust RBA American Industrial Renaissance ETF

102 hedge funds and large institutions have $283M invested in First Trust RBA American Industrial Renaissance ETF in 2023 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 26 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

54% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 26

33% more capital invested

Capital invested by funds: $212M → $283M (+$70.8M)

16% more funds holding

Funds holding: 88102 (+14)

2.79% more ownership

Funds ownership: 70.91%73.71% (+2.8%)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
102
Holders Change
+14
Holders Change %
+15.91%
% of All Funds
1.6%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
21
Increased
40
Reduced
26
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$37.2M +$8.72M +180,416 +36%
LPL Financial
2
LPL Financial
California
$30.5M +$6.78M +140,210 +33%
RJFSA
3
Raymond James Financial Services Advisors
Florida
$30.3M -$3.73M -77,221 -12%
UBS Group
4
UBS Group
Switzerland
$21.1M +$199K +4,108 +1%
RJA
5
Raymond James & Associates
Florida
$13.1M +$1.37M +28,305 +13%
KAS
6
Kestra Advisory Services
Texas
$12.4M +$7.97M +164,757 +258%
Cambridge Investment Research Advisors
7
Cambridge Investment Research Advisors
Iowa
$9.05M +$2.1M +43,422 +35%
HighTower Advisors
8
HighTower Advisors
Illinois
$9.02M +$604K +12,482 +8%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.03M +$3.12M +64,440 +77%
AOG
10
Alpha Omega Group
Virginia
$7.57M +$4.93K +102 +0.1%
AW
11
Atlas Wealth
Ohio
$5.58M -$343K -7,097 -7%
IGWM
12
ICA Group Wealth Management
Colorado
$5.42M +$170K +3,511 +4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$4.77M +$68.2K +1,410 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$4.44M +$249K +5,158 +7%
AAS
15
Avantax Advisory Services
Texas
$4.37M +$71.1K +1,471 +2%
TF
16
Theory Financial
Colorado
$4.23M -$106K -2,183 -3%
HI
17
Harbour Investments
Wisconsin
$3.89M +$15K +311 +0.4%
RAM
18
Riggs Asset Management
Pennsylvania
$3.83M +$3.42M +70,780 New
PS
19
Portfolio Strategies
New York
$3.59M -$44.9K -929 -1%
SFI
20
SPC Financial Inc
Maryland
$3.53M +$219K +4,538 +7%
NA
21
NewEdge Advisors
Louisiana
$3.18M +$1.67M +34,609 +143%
Stifel Financial
22
Stifel Financial
Missouri
$3.03M +$1.71M +35,315 +170%
IWM
23
IHT Wealth Management
Illinois
$3.03M +$2.71M +56,050 New
MAG
24
MRA Advisory Group
New Jersey
$2.96M -$1.74M -36,031 -40%
SPC
25
Sigma Planning Corp
Michigan
$2.72M +$97.4K +2,014 +4%