First Trust Alerian US NextgRBLDETF
13F holders, Q4 2024 (December 31)18holders +5
7new positions
1sold out
$66.39avg. 13F price*
At the end of Q4 2024, 18 institutions reported holding First Trust Alerian US Nextg (RBLD) in their 13F filings, up 5 from Q3 2024. 7 opened new positions and 1 sold out. The largest holders were Royal Bank of Canada ($2.9M), LPL Financial LLC ($1.5M) and Susquehanna International Group, LLP ($407K).
- Company
- First Trust Alerian US Nextg
- CUSIP
- 33736M103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 7 | $465K |
| Exits | 1 | $216K |
All 13F filers, Q3 2024 → Q4 2024: 47,390 shares bought and 14,954 shares sold, net +32,436 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 18 holders
| Royal Bank of Canada | 0.00% | Add +757.8% | 42,991 | $2.9M |
| LPL Financial LLC | 0.00% | Add +8.0% | 22,536 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -63.0% | 6,140 | $407K |
| L.M. Kohn & Company | 0.07% | Reduce -23.5% | 4,240 | $281K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 3,442 | $228K |
| International Assets Investment Management, LLC | 0.02% | New | 3,121 | $207K |
| Morgan Stanley | 0.00% | Add +73.7% | 1,735 | $115K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +0.6% | 1,479 | $104K |
| National Bank of Canada | 0.00% | No change | 600 | $40K |
| Westside Investment Management, Inc. | 0.00% | No change | 300 | $20K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.9% | 230 | $15K |
| Geneos Wealth Management Inc. | 0.00% | New | 175 | $12K |
| UBS Group AG | 0.00% | New | 99 | $7K |
| JPMorgan Chase & Co. | 0.00% | New | 95 | $6K |
| Harbour Investments, Inc. | 0.00% | No change | 80 | $5K |
| Avior Wealth Management, LLC | 0.00% | New | 66 | $4K |
| Global Retirement Partners, LLC | 0.00% | No change | 60 | $4K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 6 | $398 |
"% of holder's portfolio" is RBLD's weight in each manager's 13F, not the share of First Trust Alerian US Nextg the manager owns.