First Trust Alerian US NextgRBLDETF

13F holders, Q1 2026 (March 31)
23holders +3
5new positions
1sold out
$81.16avg. 13F price*

At the end of Q1 2026, 23 institutions reported holding First Trust Alerian US Nextg (RBLD) in their 13F filings, up 3 from Q4 2025. 5 opened new positions and 1 sold out. The largest holders were LPL Financial LLC ($1.8M), Forty-three Eighteen Advisors, LLC ($1.8M) and Susquehanna International Group, LLP ($1.7M).

Company
First Trust Alerian US Nextg
CUSIP
33736M103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0510152025 Q1 2024: 12Q1 2024Q2 2024: 12Q2 2024Q3 2024: 13Q3 2024Q4 2024: 18Q4 2024Q1 2025: 14Q1 2025Q2 2025: 18Q2 2025Q3 2025: 15Q3 2025Q4 2025: 20Q4 2025Q1 2026: 23Q1 2026Q2 2026: 24Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions5$1.0M
Exits1$34K

All 13F filers, Q4 2025 → Q1 2026: 14,095 shares bought and 18,389 shares sold, net −4,294 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 23 holders

LPL Financial LLC 0.00% Add +2.5% 22,441 $1.8M
Forty-three Eighteen Advisors, LLC 1.35% Add +2.3% 22,163 $1.8M
Susquehanna International Group, LLP 0.00% Reduce -10.8% 21,466 $1.7M
Jane Street Group, LLC 0.00% Reduce -24.2% 6,890 $559K
Sanctuary Advisors, LLC 0.00% Add +10.8% 6,258 $508K
Raymond James Financial Inc. 0.00% New 4,848 $393K
Sterling Investment Advisors, Ltd. 0.05% New 3,595 $292K
Kestra Private Wealth Services, LLC 0.00% Add +0.2% 3,494 $284K
International Assets Investment Management, LLC 0.02% No change 3,347 $274K
Morgan Stanley 0.00% Reduce -0.3% 3,256 $264K
Independent Advisor Alliance 0.00% New 3,104 $252K
Royal Bank of Canada 0.00% Reduce -81.1% 3,041 $246K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.3% 2,821 $229K
Optivise Advisory Services LLC 0.14% Add +1.6% 2,817 $229K
Keystone Financial Group, Inc. 0.08% Reduce -4.5% 1,801 $146K
NewEdge Advisors, LLC 0.00% New 800 $65K
National Bank of Canada 0.00% No change 600 $49K
Osaic Holdings, Inc. 0.00% No change 430 $35K
Harbour Investments, Inc. 0.00% No change 380 $31K
Innovative Asset Advisors Group, LLC 0.01% — 301 $24K
Sound Income Strategies, LLC 0.00% No change 276 $23K
Geneos Wealth Management Inc. 0.00% No change 175 $14K
Creative Financial Designs Inc. 0.00% No change 91 $7K

"% 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.