IFWM
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Institute for Wealth Management’s First Trust Alerian US NextGen Infrastructure ETF RBLD Stock Holding History

Institute for 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
2026
Q2 		$77K Buy
+855
New +$74.9K 0.01% 761

Other funds holding RBLD

CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 1-Year Est. Return
SIAP
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $599M AUM 28.66% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OAS
Optivise Advisory Services Franklin, Tennessee $197M AUM 26.07% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Institute for Wealth Management's RBLD Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in First Trust Alerian US NextGen Infrastructure ETF (RBLD) in Q2 2026: 855 shares worth $77K. The stake represents 0.01% of the portfolio and ranks #761 among its holdings.

10 funds tracked by Wall St. Rank hold RBLD as of Q2 2026.

  • Institute for Wealth Management held 855 shares of First Trust Alerian US NextGen Infrastructure ETF worth $77K as of Q2 2026.
  • First Trust Alerian US NextGen Infrastructure ETF was a new Institute for Wealth Management position in Q2 2026.
  • First Trust Alerian US NextGen Infrastructure ETF made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #761 holding.
  • 10 funds tracked by Wall St. Rank held First Trust Alerian US NextGen Infrastructure ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.