Westside Investment Management’s First Trust Alerian US NextGen Infrastructure ETF RBLD Stock Holding History

Westside Investment Management’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 Q2	–	Sell	-300	Closed	-$19.7K	–	1313
2025 Q1	$19.7K	Hold	300	–	–	﹤0.01%	565
2024 Q4	$19.9K	Hold	300	–	–	﹤0.01%	567
2024 Q3	$20.3K	Hold	300	–	–	﹤0.01%	581
2024 Q2	$18.1K	Hold	300	–	–	﹤0.01%	570
2024 Q1	$18.7K	Hold	300	–	–	﹤0.01%	532
2023 Q4	$17.1K	Hold	300	–	–	﹤0.01%	519
2023 Q3	$15.2K	Hold	300	–	–	﹤0.01%	524
2023 Q2	$15.9K	Hold	300	–	–	﹤0.01%	514
2023 Q1	$15K	Hold	300	–	–	﹤0.01%	522
2022 Q4	$14	Hold	300	–	–	﹤0.01%	568
2022 Q3	$12	Hold	300	–	–	﹤0.01%	581
2022 Q2	$14	Hold	300	–	–	﹤0.01%	552
2022 Q1	$16	Hold	300	–	–	﹤0.01%	553
2021 Q4	$16	Hold	300	–	–	﹤0.01%	536
2021 Q3	$16	Hold	300	–	–	﹤0.01%	520
2021 Q2	$16	Hold	300	–	–	﹤0.01%	517
2021 Q1	$16	Hold	300	–	–	﹤0.01%	496
2020 Q4	$14	Hold	300	–	–	﹤0.01%	470
2020 Q3	$12	Hold	300	–	–	﹤0.01%	482
2020 Q2	$12	Hold	300	–	–	﹤0.01%	466
2020 Q1	$10	Buy	+300	New	+$13.6K	﹤0.01%	471
2019 Q2	$14	Buy	+300	New	+$14.9K	﹤0.01%	432
2018 Q4	$13.8K	Hold	300	–	–	0.01%	416
2018 Q3	$17K	Hold	300	–	–	0.01%	391
2018 Q2	$16.4K	Hold	300	–	–	0.01%	447
2018 Q1	$16.7K	Hold	300	–	–	0.01%	419
2017 Q4	$18.4K	Hold	300	–	–	0.01%	426
2017 Q3	$16.9K	Hold	300	–	–	0.01%	424
2017 Q2	$16.2K	Hold	300	–	–	0.01%	419
2017 Q1	$15.7K	Buy	+300	New	+$15.4K	0.01%	398

Other funds holding RBLD

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

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

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

LMKC

L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

IAIM

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

KPWS

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Westside Investment Management's RBLD Position: Q2 2025 in Review

Westside Investment Management sold out of First Trust Alerian US NextGen Infrastructure ETF (RBLD) in Q2 2025, closing a stake of 300 shares — an estimated $19.7K sold.

Westside Investment Management first reported a position in RBLD in Q1 2017 and held it in 30 quarters. The position peaked at $20.3K in Q3 2024. 18 funds tracked by Wall St. Rank hold RBLD as of Q2 2025.

Westside Investment Management reported no remaining First Trust Alerian US NextGen Infrastructure ETF position as of Q2 2025 after selling out during the quarter.
Westside Investment Management sold 300 First Trust Alerian US NextGen Infrastructure ETF shares in Q2 2025, an estimated $19.7K.
Westside Investment Management first reported a position in First Trust Alerian US NextGen Infrastructure ETF in Q1 2017 and held it in 30 quarters.
Westside Investment Management's First Trust Alerian US NextGen Infrastructure ETF position peaked at $20.3K in Q3 2024.
18 funds tracked by Wall St. Rank held First Trust Alerian US NextGen Infrastructure ETF as of Q2 2025.

Based on Westside Investment Management's 13F filing for Q2 2025, filed 5 Aug 2025.