AWM
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Avior Wealth Management’s First Trust Alerian US NextGen Infrastructure ETF RBLD Stock Holding History

Avior Wealth Management’s Portfolio RBLD Stock Details RBLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-66
Closed -$4.38K – 1952
2024
Q4 		$4.38K Buy
+66
New +$4.57K ﹤0.01% 1906

Other funds holding RBLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Avior Wealth Management's RBLD Position: Q1 2025 in Review

Avior Wealth Management sold out of First Trust Alerian US NextGen Infrastructure ETF (RBLD) in Q1 2025, closing a stake of 66 shares — an estimated $4.38K sold.

Avior Wealth Management first reported a position in RBLD in Q4 2024 and held it in 1 quarter. The position peaked at $4.38K in Q4 2024. 14 funds tracked by Wall St. Rank hold RBLD as of Q1 2025.

  • Avior Wealth Management reported no remaining First Trust Alerian US NextGen Infrastructure ETF position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 66 First Trust Alerian US NextGen Infrastructure ETF shares in Q1 2025, an estimated $4.38K.
  • Avior Wealth Management first reported a position in First Trust Alerian US NextGen Infrastructure ETF in Q4 2024 and held it in 1 quarter.
  • Avior Wealth Management's First Trust Alerian US NextGen Infrastructure ETF position peaked at $4.38K in Q4 2024.
  • 14 funds tracked by Wall St. Rank held First Trust Alerian US NextGen Infrastructure ETF as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.