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

Optivise Advisory 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 Q2	$250K	Sell	2,783 -34	-1%	-$2.98K	0.13%	179
2026 Q1	$229K	Buy	2,817 +44	+2%	+$3.56K	0.14%	168
2025 Q4	$207K	Buy	+2,773	New	+$210K	0.12%	190

Other funds holding RBLD

CCA

Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 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 $43.3B AUM 29.3% 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

Optivise Advisory Services's RBLD Position: Q2 2026 in Review

Optivise Advisory Services reduced its First Trust Alerian US NextGen Infrastructure ETF (RBLD) stake by 1.2% in Q2 2026, selling an estimated $2.98K and leaving 2,783 shares worth $250K. The position accounts for 0.13% of the portfolio, ranked #179.

Optivise Advisory Services first reported a position in RBLD in Q4 2025 and has held it in 3 quarters since. 6 funds tracked by Wall St. Rank hold RBLD as of Q2 2026.

Optivise Advisory Services held 2,783 shares of First Trust Alerian US NextGen Infrastructure ETF worth $250K as of Q2 2026.
Optivise Advisory Services sold 34 First Trust Alerian US NextGen Infrastructure ETF shares in Q2 2026, an estimated $2.98K.
First Trust Alerian US NextGen Infrastructure ETF made up 0.13% of Optivise Advisory Services's portfolio in Q2 2026, its #179 holding.
Optivise Advisory Services first reported a position in First Trust Alerian US NextGen Infrastructure ETF in Q4 2025 and has held it in 3 quarters since.
6 funds tracked by Wall St. Rank held First Trust Alerian US NextGen Infrastructure ETF as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.