Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / ALERIAN US NXTGN
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Number of holders
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10
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Total 13F shares, excl. options
-
27.8K
-
Shares change
-
-22.4K
-
Total reported value, excl. options
-
$1.54M
-
Value change
-
-$1.21M
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Number of buys
-
2
-
Number of sells
-
-5
-
Price
-
$55.61
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN (RBLD) as of Q1 2021
12 filings reported holding RBLD - FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN as of Q1 2021.
FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN (RBLD) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 27.8K shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (20.4K shares), LPL Financial LLC (3.72K shares), ROYAL BANK OF CANADA (1.03K shares), WELLS FARGO & COMPANY/MN (775 shares), MORGAN STANLEY (464 shares), Sowell Financial Services LLC (414 shares), ADVISOR GROUP HOLDINGS, INC. (323 shares), Westside Investment Management, Inc. (300 shares), UBS Group AG (215 shares), and IFP Advisors, Inc (100 shares).
This table shows the top 10 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.