Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / ALERIAN US NXTGN
-
Number of holders
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12
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Total 13F shares, excl. options
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68.5K
-
Shares change
-
+998
-
Total reported value, excl. options
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$4.13M
-
Value change
-
+$41.6K
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Number of buys
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5
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Number of sells
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-5
-
Price
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$60.21
Significant Holders of FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN (RBLD) as of Q2 2024
14 filings reported holding RBLD - FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN as of Q2 2024.
FIRST TR EXCHANGE-TRADED FD - ALERIAN US NXTGN (RBLD) has 12 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 68.5K shares
.
Largest 10 shareholders include SUSQUEHANNA INTERNATIONAL GROUP, LLP (24.4K shares), LPL Financial LLC (20K shares), Royal Bank of Canada (8.85K shares), L.M. KOHN & COMPANY (5.54K shares), Axiom Advisory, LLC (4.12K shares), OSAIC HOLDINGS, INC. (2.07K shares), CONCOURSE FINANCIAL GROUP SECURITIES, INC. (1.52K shares), MORGAN STANLEY (998 shares), NATIONAL BANK OF CANADA /FI/ (600 shares), and Westside Investment Management, Inc. (300 shares).
This table shows the top 12 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.