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Sterling Investment Advisors (Pennsylvania)’s First Trust Alerian US NextGen Infrastructure ETF RBLD Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 		$333K Buy
3,695
+100
+3% +$8.76K 0.06% 180
2026
Q1 		$292K Buy
+3,595
New +$291K 0.05% 176

Other funds holding RBLD

CCA
Cooper Capital Advisors Encinitas, California $231M AUM 27.46% 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
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s RBLD Position: Q2 2026 in Review

Sterling Investment Advisors (Pennsylvania) increased its First Trust Alerian US NextGen Infrastructure ETF (RBLD) stake by 2.8% in Q2 2026, buying an estimated $8.76K and bringing the position to 3,695 shares worth $333K. The position accounts for 0.06% of the portfolio, ranked #180.

Sterling Investment Advisors (Pennsylvania) first reported a position in RBLD in Q1 2026 and has held it in 2 quarters since. 10 funds tracked by Wall St. Rank hold RBLD as of Q2 2026.

  • Sterling Investment Advisors (Pennsylvania) held 3,695 shares of First Trust Alerian US NextGen Infrastructure ETF worth $333K as of Q2 2026.
  • Sterling Investment Advisors (Pennsylvania) bought 100 First Trust Alerian US NextGen Infrastructure ETF shares in Q2 2026, an estimated $8.76K.
  • First Trust Alerian US NextGen Infrastructure ETF made up 0.06% of Sterling Investment Advisors (Pennsylvania)'s portfolio in Q2 2026, its #180 holding.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in First Trust Alerian US NextGen Infrastructure ETF in Q1 2026 and has held it in 2 quarters since.
  • 10 funds tracked by Wall St. Rank held First Trust Alerian US NextGen Infrastructure ETF as of Q2 2026.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2026, filed 28 Jul 2026.