Q1 2025 13F Holders as of 31 Mar 2025
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Type / Class
-
Equity / ALERIAN US NXTGN
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Number of holders
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14
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Total 13F shares, excl. options
-
78,573
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Shares change
-
-8,762
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Total reported value, excl. options
-
$5,167,022
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Value change
-
-$582,453
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Number of buys
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7
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Number of sells
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6
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Price
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$65.74
Institutional Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN (RBLD) as of Q1 2025
As of 31 Mar 2025 FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN (RBLD) had 19 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 78,573 shares of stock of the company.
Largest 10 holders included LPL Financial LLC, JANE STREET GROUP, LLC, MORGAN STANLEY, ROYAL BANK OF CANADA, SUSQUEHANNA INTERNATIONAL GROUP, LLP, L.M. KOHN & COMPANY, INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC, KESTRA PRIVATE WEALTH SERVICES, LLC, Keystone Financial Group, Inc., and NATIONAL BANK OF CANADA /FI/.
This table shows 19 institutional shareholders of the security as of 31 Mar 2025.
| 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.