AIRR First Trust RBA American Industrial RenaissanceTM ETF
AIRR is passively managed to select large- and midcap US companies from the Russel 2500 with the following industries: Commercial Services & Supplies, Construction & Engineering, Electrical Equipment, Machinery, and Banks. Firms must also have a positive 12-months forward earnings consensus estimate to be considered in the index. AIRR excludes community banks outside traditional mid-western manufacturing hubs, like Pennsylvania, Wisconsin, Michigan, Ohio, Illinois, Indiana and Iowa. Firms with non-US sales of more than 25% are also excluded. The index is weighted using proprietary portfolio optimization method and ensures that Banks will have a 10% sector cap and issuers will not exceed a 4% weight. The Index is reconstituted and rebalanced quarterly.
Performance
| 1M | 3M | YTD | 1Y | 3Y ann. | 5Y ann. | |
|---|---|---|---|---|---|---|
| AIRR | -5.2% | -20.7% | -1.0% | +3.8% | +26.1% | +15.5% |
| Sector Equity average (79 funds) | -1.3% | -4.1% | +12.7% | +14.3% | +15.8% | +5.2% |
Insider activity in the holdings
Open-market insider buying across this fund’s holdings over 90 days, weighted by holding weight: +$597K net.
| Holding | Weight | Insiders bought | Insiders sold |
|---|---|---|---|
| MSM MSC Industrial Direct Co., Inc. (Class A) | 1.71% | $29.0M | $0 |
| KRMN Karman Holdings Inc. | 4.12% | $1.0M | $0 |
| LSTR Landstar System, Inc. | 1.09% | $715K | $0 |
| SPXC SPX Technologies | 2.02% | $634K | $0 |
| DY Dycom Industries, Inc. | 3.08% | $551K | $0 |
| HRI Herc Holdings, Inc. | 3.64% | $503K | $0 |
| ECG Everus Construction Group, Inc. | 0.76% | $145K | $0 |
| AAON AAON, Inc. | 1.88% | $110K | $0 |
| ZWS Zurn Elkay Water Solutions Corp. | 0.86% | $100K | $0 |
| CLH Clean Harbors, Inc. | 2.39% | $39K | $0 |
| MWA Mueller Water Products, Inc. | 0.80% | $30K | $617K |
| ROAD Construction Partners, Inc. (Class A) | 1.16% | $8K | $0 |
| PRIM Primoris Services Corporation | 1.87% | $2K | $0 |
Holdings · as of Nov 12, 2026
| # | Holding | Weight |
|---|---|---|
| 1 | KRMN Karman Holdings Inc. | 4.12% |
| 2 | NXT Nextpower Inc. (Class A) | 3.91% |
| 3 | HRI Herc Holdings, Inc. | 3.64% |
| 4 | CHRW C.H. Robinson Worldwide, Inc. | 3.54% |
| 5 | HII Huntington Ingalls Industries, Inc. | 3.47% |
| 6 | OC Owens Corning | 3.34% |
| 7 | RBC RBC Bearings Incorporated | 3.24% |
| 8 | BWXT BWX Technologies, Inc. | 3.10% |
| 9 | DY Dycom Industries, Inc. | 3.08% |
| 10 | CNM Core & Main, Inc. (Class A) | 3.06% |
| 11 | KTOS Kratos Defense & Security Solutions, Inc. | 3.06% |
| 12 | AGX Argan, Inc. | 2.78% |
| 13 | SAIA Saia, Inc. | 2.55% |
| 14 | FPS Forgent Power Solutions, Inc. (Class A) | 2.52% |
| 15 | ONB Old National Bancorp | 2.45% |
| 16 | CLH Clean Harbors, Inc. | 2.39% |
| 17 | WMS Advanced Drainage Systems, Inc. | 2.31% |
| 18 | STRL Sterling Infrastructure, Inc. | 2.28% |
| 19 | MLI Mueller Industries, Inc. | 2.18% |
| 20 | OSK Oshkosh Corporation | 2.13% |
| 21 | SPXC SPX Technologies | 2.02% |
| 22 | XMTR Xometry, Inc. (Class A) | 1.98% |
| 23 | AAON AAON, Inc. | 1.88% |
| 24 | PRIM Primoris Services Corporation | 1.87% |
| 25 | FNB F.N.B. Corporation | 1.84% |
| 26 | AIT Applied Industrial Technologies, Inc. | 1.83% |
| 27 | MSM MSC Industrial Direct Co., Inc. (Class A) | 1.71% |
| 28 | POWL Powell Industries, Inc. | 1.66% |
| 29 | GVA Granite Construction Incorporated | 1.60% |
| 30 | R Ryder System, Inc. | 1.55% |
| 31 | ASB Associated Banc-Corp | 1.53% |
| 32 | WTFC Wintrust Financial Corporation | 1.51% |
| 33 | MRCY Mercury Systems, Inc. | 1.45% |
| 34 | KEX Kirby Corporation | 1.22% |
| 35 | ROAD Construction Partners, Inc. (Class A) | 1.16% |
| 36 | IESC IES Holdings, Inc. | 1.15% |
| 37 | LSTR Landstar System, Inc. | 1.09% |
| 38 | FSS Federal Signal Corporation | 1.09% |
| 39 | TPC Tutor Perini Corporation | 0.96% |
| 40 | FULT Fulton Financial Corporation | 0.95% |
| 41 | ZWS Zurn Elkay Water Solutions Corp. | 0.86% |
| 42 | CSW CSW Industrials, Inc. | 0.81% |
| 43 | MWH SOLV Energy, Inc. (Class A) | 0.81% |
| 44 | DRS Leonardo DRS, Inc. | 0.80% |
| 45 | MWA Mueller Water Products, Inc. | 0.80% |
| 46 | LGN Legence Corp. (Class A) | 0.79% |
| 47 | DCO Ducommun Incorporated | 0.77% |
| 48 | ECG Everus Construction Group, Inc. | 0.76% |
| 49 | BLBD Blue Bird Corporation | 0.73% |
| 50 | DNOW DNOW Inc. | 0.71% |
| 51 | SHLS Shoals Technologies Group, Inc. (Class A) | 0.71% |
| 52 | FFBC First Financial Bancorp. | 0.69% |
| 53 | WERN Werner Enterprises, Inc. | 0.58% |
| 54 | AADX Applied Aerospace & Defense, Inc. | 0.53% |
| 55 | DXPE DXP Enterprises, Inc. | 0.45% |
| 56 | AIRR US Dollar | 0.04% |
Sector breakdown
Country breakdown
Distributions
| Date | Per unit |
|---|---|
| Mar 26, 2026 | $0.0668 |
| Dec 12, 2025 | $0.0276 |
| Sep 25, 2025 | $0.0141 |
| Jun 26, 2025 | $0.0662 |
| Mar 27, 2025 | $0.0750 |
| Dec 13, 2024 | $0.0561 |
| Sep 26, 2024 | $0.0419 |
| Jun 27, 2024 | $0.0333 |
| Mar 21, 2024 | $0.0096 |
| Dec 22, 2023 | $0.0447 |
| Sep 22, 2023 | $0.0185 |
| Jun 27, 2023 | $0.0405 |
| Mar 24, 2023 | $0.0291 |
| Dec 23, 2022 | $0.0487 |
| Jun 24, 2022 | $0.0061 |
| Dec 23, 2021 | $0.0180 |
| Jun 24, 2021 | $0.0023 |
| Mar 25, 2021 | $0.0034 |
| Dec 24, 2020 | $0.0193 |
| Sep 24, 2020 | $0.0158 |
| Dec 13, 2019 | $0.0495 |
| Sep 25, 2019 | $0.0087 |
| Dec 18, 2018 | $0.0474 |
| Sep 14, 2018 | $0.0201 |
| Jun 21, 2018 | $0.0196 |
| Mar 22, 2018 | $0.0064 |
| Dec 21, 2017 | $0.0303 |
| Sep 21, 2017 | $0.0276 |
| Jun 22, 2017 | $0.0200 |
| Mar 23, 2017 | $0.0044 |
| Dec 21, 2016 | $0.0080 |
| Sep 21, 2016 | $0.0114 |
| Dec 23, 2015 | $0.0450 |
| Sep 23, 2015 | $0.0190 |
| Jun 24, 2015 | $0.0136 |
| Dec 23, 2014 | $0.0300 |
| Sep 23, 2014 | $0.0070 |
Members of Congress who disclosed this ETF
No member of Congress has disclosed a trade in AIRR in the filings we hold.
Fund facts, prices, performance and distributions: our market-data vendor. Holdings: the vendor and SEC Form N-PORT. Insider and Congress data: InsiderBuying. Last updated Nov 13, 2026. This is historical data, not investment advice. Report a data error