Summit Financial
RBLD icon

Summit Financial’s First Trust Alerian US NextGen Infrastructure ETF RBLD Stock Holding History

Summit Financial’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 		$15.9M Buy
+192,523
New +$16.7M 0.17% 114

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Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Cooper Capital Advisors
Cooper Capital Advisors Encinitas, California $245M AUM 17.92% 1-Year Est. Return
Sterling Investment Advisors (Pennsylvania)
Sterling Investment Advisors (Pennsylvania) Berwyn, Pennsylvania $606M AUM 21.78% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Optivise Advisory Services
Optivise Advisory Services Franklin, Tennessee $204M AUM 18.76% 1-Year Est. Return

Summit Financial's RBLD Position: Q3 2026 in Review

Summit Financial opened a new position in First Trust Alerian US NextGen Infrastructure ETF (RBLD) in Q3 2026: 192,523 shares worth $15.9M. The stake represents 0.17% of the portfolio and ranks #114 among its holdings.

20 funds tracked by Wall St. Rank hold RBLD as of Q3 2026.

  • Summit Financial held 192,523 shares of First Trust Alerian US NextGen Infrastructure ETF worth $15.9M as of Q3 2026.
  • First Trust Alerian US NextGen Infrastructure ETF was a new Summit Financial position in Q3 2026.
  • First Trust Alerian US NextGen Infrastructure ETF made up 0.17% of Summit Financial's portfolio in Q3 2026, its #114 holding.
  • 20 funds tracked by Wall St. Rank held First Trust Alerian US NextGen Infrastructure ETF as of Q3 2026.

Based on Summit Financial's 13F filing for Q3 2026, filed 12 Nov 2026.