Optivise Advisory Services’s First Trust Alerian US NextGen Infrastructure ETF RBLD Stock Holding History
Bought
Maintained
Sold
Other funds holding RBLD
IAIM
Optivise Advisory Services's RBLD Position: Q3 2026 in Review
Optivise Advisory Services reduced its First Trust Alerian US NextGen Infrastructure ETF (RBLD) stake by 1% in Q3 2026, selling an estimated $2.52K and leaving 2,754 shares worth $227K. The position accounts for 0.11% of the portfolio, ranked #200.
Optivise Advisory Services first reported a position in RBLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $250K in Q2 2026. 7 funds tracked by Wall St. Rank hold RBLD as of Q3 2026.
- Optivise Advisory Services held 2,754 shares of First Trust Alerian US NextGen Infrastructure ETF worth $227K as of Q3 2026.
- Optivise Advisory Services sold 29 First Trust Alerian US NextGen Infrastructure ETF shares in Q3 2026, an estimated $2.52K.
- First Trust Alerian US NextGen Infrastructure ETF made up 0.11% of Optivise Advisory Services's portfolio in Q3 2026, its #200 holding.
- Optivise Advisory Services first reported a position in First Trust Alerian US NextGen Infrastructure ETF in Q4 2025 and has held it in 4 quarters since.
- Optivise Advisory Services's First Trust Alerian US NextGen Infrastructure ETF position peaked at $250K in Q2 2026.
- 7 funds tracked by Wall St. Rank held First Trust Alerian US NextGen Infrastructure ETF as of Q3 2026.
Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.