First Trust Alerian US NextgRBLDETF
13F holders, Q1 2025 (March 31)14holders −4
2new positions
3sold out
$65.76avg. 13F price*
At the end of Q1 2025, 14 institutions reported holding First Trust Alerian US Nextg (RBLD) in their 13F filings, down 4 from Q4 2024. 2 opened new positions and 3 sold out. The largest holders were LPL Financial LLC ($1.9M), Jane Street Group, LLC ($784K) and Morgan Stanley ($505K).
- Company
- First Trust Alerian US Nextg
- CUSIP
- 33736M103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $887K |
| Exits | 3 | $11K |
All 13F filers, Q4 2024 → Q1 2025: 28,691 shares bought and 35,974 shares sold, net −7,283 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| LPL Financial LLC | 0.00% | Add +30.4% | 29,398 | $1.9M |
| Jane Street Group, LLC | 0.00% | New | 11,922 | $784K |
| Morgan Stanley | 0.00% | Add +343.2% | 7,689 | $505K |
| Royal Bank of Canada | 0.00% | Reduce -83.1% | 7,283 | $479K |
| Susquehanna International Group, LLP | 0.00% | Add +11.4% | 6,839 | $450K |
| L.M. Kohn & Company | 0.10% | Add +30.7% | 5,540 | $364K |
| International Assets Investment Management, LLC | 0.02% | Add +13.1% | 3,531 | $232K |
| Kestra Private Wealth Services, LLC | 0.00% | No change | 3,442 | $226K |
| Keystone Financial Group, Inc. | 0.07% | New | 1,544 | $103K |
| National Bank of Canada | 0.00% | No change | 600 | $39K |
| Westside Investment Management, Inc. | 0.00% | No change | 300 | $20K |
| Osaic Holdings, Inc. | 0.00% | No change | 230 | $15K |
| Geneos Wealth Management Inc. | 0.00% | No change | 175 | $12K |
| Harbour Investments, Inc. | 0.00% | No change | 80 | $5K |
"% 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.