Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / ALERIAN US NXTGN
-
Number of holders
-
13
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Total 13F shares, excl. options
-
52.1K
-
Shares change
-
+1.48K
-
Total reported value, excl. options
-
$2.97M
-
Value change
-
+$116K
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Number of buys
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5
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Number of sells
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-3
-
Price
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$56.99
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN (RBLD) as of Q4 2023
14 filings reported holding RBLD - FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN as of Q4 2023.
FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN (RBLD) has 13 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 52.1K shares
.
Largest 10 shareholders include SUSQUEHANNA INTERNATIONAL GROUP, LLP (20.3K shares), LPL Financial LLC (12.9K shares), ROYAL BANK OF CANADA (12.5K shares), OSAIC HOLDINGS, INC. (2.83K shares), CONCOURSE FINANCIAL GROUP SECURITIES, INC. (1.6K shares), MORGAN STANLEY (618 shares), NATIONAL BANK OF CANADA /FI/ (600 shares), Westside Investment Management, Inc. (300 shares), Advisory Services Network, LLC (229 shares), and HARBOUR INVESTMENTS, INC. (80 shares).
This table shows the top 13 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.