L.M. Kohn & Company’s First Trust Alerian US NextGen Infrastructure ETF RBLD Stock Holding History

L.M. Kohn & Company’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 Q3	–	Sell	-5,540	Closed	-$396K	–	242
2025 Q2	$396K	Hold	5,540	–	–	0.11%	162
2025 Q1	$364K	Buy	5,540 +1,300	+31%	+$88.2K	0.1%	173
2024 Q4	$281K	Sell	4,240 -1,300	-23%	-$89.9K	0.07%	206
2024 Q3	$375K	Hold	5,540	–	–	0.1%	178
2024 Q2	$334K	Buy	+5,540	New	+$340K	0.09%	193

Other funds holding RBLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KFGG

Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

L.M. Kohn & Company's RBLD Position: Q3 2025 in Review

L.M. Kohn & Company sold out of First Trust Alerian US NextGen Infrastructure ETF (RBLD) in Q3 2025, closing a stake of 5,540 shares — an estimated $396K sold.

L.M. Kohn & Company first reported a position in RBLD in Q2 2024 and held it in 5 quarters. The position peaked at $396K in Q2 2025. 15 funds tracked by Wall St. Rank hold RBLD as of Q3 2025.

L.M. Kohn & Company reported no remaining First Trust Alerian US NextGen Infrastructure ETF position as of Q3 2025 after selling out during the quarter.
L.M. Kohn & Company sold 5,540 First Trust Alerian US NextGen Infrastructure ETF shares in Q3 2025, an estimated $396K.
L.M. Kohn & Company first reported a position in First Trust Alerian US NextGen Infrastructure ETF in Q2 2024 and held it in 5 quarters.
L.M. Kohn & Company's First Trust Alerian US NextGen Infrastructure ETF position peaked at $396K in Q2 2025.
15 funds tracked by Wall St. Rank held First Trust Alerian US NextGen Infrastructure ETF as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.