Rockport Wealth Buys $9 Million of AIRR

Core Viewpoint - Rockport Wealth LLC has disclosed a new position in the First Trust RBA American Industrial Renaissance ETF (AIRR), indicating a strategic investment in the industrial and community banking sectors [2][7]. Investment Details - Rockport Wealth LLC purchased 97,377 shares of AIRR, valued at $9.57 million at the end of the quarter [2]. - AIRR now constitutes 1.9% of Rockport Wealth LLC's total reportable 13F assets under management (AUM) [7]. ETF Overview - The First Trust RBA American Industrial Renaissance ETF has net assets of $8.7 billion and a dividend yield of 0.16% [4]. - As of February 5, 2026, the price of AIRR was $113.49, reflecting a 42.6% total return over the past year, outperforming the S&P 500 by 29 percentage points [7]. Fund Strategy - AIRR targets small and mid-cap U.S. companies in the industrial and community banking sectors through a rules-based index approach [6][8]. - The ETF primarily invests at least 90% of its net assets in equity securities of index constituents [8]. Market Position - AIRR provides investors access to a specialized segment of the U.S. equity market focused on small and mid-cap industrial and community banking companies [9]. - The fund's strategy allows for a relatively low-risk investment in the recovery of the manufacturing and industrial sectors without the risks associated with individual stocks [11].