Kestra Private Wealth Services’s First Trust Alerian US NextGen Infrastructure ETF RBLD Stock Holding History

Kestra Private Wealth Services’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 Q3	$290K	Buy	3,508 +8	+0.2%	+$695	﹤0.01%	1497
2026 Q2	$315K	Buy	3,500 +6	+0.2%	+$526	﹤0.01%	1474
2026 Q1	$284K	Buy	3,494 +6	+0.2%	+$486	﹤0.01%	1479
2025 Q4	$260K	Buy	3,488 +39	+1%	+$2.95K	﹤0.01%	1487
2025 Q3	$261K	Buy	3,449 +7	+0.2%	+$515	﹤0.01%	1436
2025 Q2	$246K	Hold	3,442	–	–	﹤0.01%	1403
2025 Q1	$226K	Hold	3,442	–	–	﹤0.01%	1330
2024 Q4	$228K	Buy	+3,442	New	+$238K	﹤0.01%	1261

Other funds holding RBLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Keystone Financial Group (Georgia) Atlanta, Georgia $188M AUM 7.17% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Kestra Private Wealth Services's RBLD Position: Q3 2026 in Review

Kestra Private Wealth Services increased its First Trust Alerian US NextGen Infrastructure ETF (RBLD) stake by 0.23% in Q3 2026, buying an estimated $695 and bringing the position to 3,508 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1497.

Kestra Private Wealth Services first reported a position in RBLD in Q4 2024 and has held it in 8 quarters since. The position peaked at $315K in Q2 2026. 15 funds tracked by Wall St. Rank hold RBLD as of Q3 2026.

Kestra Private Wealth Services held 3,508 shares of First Trust Alerian US NextGen Infrastructure ETF worth $290K as of Q3 2026.
Kestra Private Wealth Services bought 8 First Trust Alerian US NextGen Infrastructure ETF shares in Q3 2026, an estimated $695.
First Trust Alerian US NextGen Infrastructure ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q3 2026, its #1497 holding.
Kestra Private Wealth Services first reported a position in First Trust Alerian US NextGen Infrastructure ETF in Q4 2024 and has held it in 8 quarters since.
Kestra Private Wealth Services's First Trust Alerian US NextGen Infrastructure ETF position peaked at $315K in Q2 2026.
15 funds tracked by Wall St. Rank held First Trust Alerian US NextGen Infrastructure ETF as of Q3 2026.

Based on Kestra Private Wealth Services's 13F filing for Q3 2026, filed 30 Oct 2026.