Q2 2024 13F Holders as of 30 Jun 2024
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Type / Class
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Equity / ALERIAN US NXTGN
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Number of holders
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12
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Total 13F shares, excl. options
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68,524
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Shares change
-
+997
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Total reported value, excl. options
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$4,129,975
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Value change
-
+$41,536
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Number of buys
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5
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Number of sells
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5
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Price
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$60.21
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN (RBLD) as of Q2 2024
As of 30 Jun 2024 FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN (RBLD) had 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 68,524 shares of stock of the company.
Largest 10 holders included SUSQUEHANNA INTERNATIONAL GROUP, LLP, LPL Financial LLC, Royal Bank of Canada, L.M. KOHN & COMPANY, Axiom Advisory, LLC, OSAIC HOLDINGS, INC., CONCOURSE FINANCIAL GROUP SECURITIES, INC., MORGAN STANLEY, NATIONAL BANK OF CANADA /FI/, and Westside Investment Management, Inc..
This table shows 15 institutional shareholders of the security as of 30 Jun 2024.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.