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Axiom Advisory’s First Trust Alerian US NextGen Infrastructure ETF RBLD Stock Holding History

Axiom Advisory’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
2024
Q3 		$265K Buy
4,224
+109
+3% +$6.89K ﹤0.01% 263
2024
Q2 		$252K Buy
+4,115
New +$252K ﹤0.01% 264

Other funds holding RBLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
WIM
Westside Investment Management Santa Monica, California $653M AUM 28.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Axiom Advisory's RBLD Position: Q3 2024 in Review

Axiom Advisory increased its First Trust Alerian US NextGen Infrastructure ETF (RBLD) stake by 2.6% in Q3 2024, buying an estimated $6.89K and bringing the position to 4,224 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #263.

Axiom Advisory first reported a position in RBLD in Q2 2024 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold RBLD as of Q3 2024.

  • Axiom Advisory held 4,224 shares of First Trust Alerian US NextGen Infrastructure ETF worth $265K as of Q3 2024.
  • Axiom Advisory bought 109 First Trust Alerian US NextGen Infrastructure ETF shares in Q3 2024, an estimated $6.89K.
  • First Trust Alerian US NextGen Infrastructure ETF made up ﹤0.01% of Axiom Advisory's portfolio in Q3 2024, its #263 holding.
  • Axiom Advisory first reported a position in First Trust Alerian US NextGen Infrastructure ETF in Q2 2024 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held First Trust Alerian US NextGen Infrastructure ETF as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.