Overview
- Rockport Wealth purchased 97,377 shares of the First Trust RBA American Industrial Renaissance ETF, a position valued at $9.57 million and equal to 1.9% of its reportable 13F assets.
- The addition of AIRR followed disclosed reductions in positions in Intuitive Surgical and Alphabet during the same quarter.
- As of Feb. 5, 2026, AIRR closed at $113.49 with a 1-year total return of 42.6% and reported net assets of $8.7 billion, with a 0.16% dividend yield.
- The ETF follows a rules-based index targeting small- and mid-cap U.S. industrial and community banking companies, investing at least 90% of net assets in index constituents.
- Top holdings listed by Rockport after the filing were FDL ($71.4M), ISRG ($32.3M), IMCG ($32.1M), GOOGL ($30.1M) and BUXX ($30.1M).