Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / ALERIAN US NXTGN
-
Number of holders
-
14
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Total 13F shares, excl. options
-
78,573
-
Shares change
-
-8,762
-
Total reported value, excl. options
-
$5,167,022
-
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
-
Price
-
$65.74
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN (RBLD) as of Q1 2025
19 filings reported holding RBLD - FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN as of Q1 2025.
FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN (RBLD) has 14 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 78,573 shares
.
Largest 10 shareholders include LPL Financial LLC (29,398 shares), JANE STREET GROUP, LLC (11,922 shares), MORGAN STANLEY (7,689 shares), ROYAL BANK OF CANADA (7,283 shares), SUSQUEHANNA INTERNATIONAL GROUP, LLP (6,839 shares), L.M. KOHN & COMPANY (5,540 shares), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC (3,531 shares), KESTRA PRIVATE WEALTH SERVICES, LLC (3,442 shares), Keystone Financial Group, Inc. (1,544 shares), and NATIONAL BANK OF CANADA /FI/ (600 shares).
This table shows the top 14 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.