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RBLD · First Trust Alerian U.S. NextGen Infrastructure ETF ETF

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$86.06 +0.35 (+0.41%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 25
Total Value: $9,226,217
Total Shares: 113,707

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 25 13F filers · Δ vs Dec 31, 2025
Top Holder
19.7%
Jun 2023 → Mar 2026 · range 19.7% – 72.4%
−0.6 pts
Top 5
69.7%
Jun 2023 → Mar 2026 · range 69.7% – 96.6%
−8.7 pts
Top 10
86.0%
Jun 2023 → Mar 2026 · range 86.0% – 100.0%
−8.0 pts
HHI
1,277
Jun 2023 → Mar 2026 · range 1,277 – 5,475
Broadly held−116

Quarterly Activity

vs Dec 31, 2025
New
6
Increased
6
Decreased
5
Sold Out
2
Unchanged
8
Holder count: +4
Institutional value: +4.3%
Shares held: -4.0%

Top Buyers

vs Dec 31, 2025
Institution Added Now Holds Open
Sanctuary Advisors, LLC +608 6,258
LPL Financial LLC +548 22,441
Forty-three Eighteen Advisors, LLC +507 22,163
Optivise Advisory Services LLC +44 2,817
Cambridge Investment Research Advisors, Inc. +35 2,821

Top Sellers

vs Dec 31, 2025
Institution Sold Now Holds Open
ROYAL BANK OF CANADA −13,054 3,041
SUSQUEHANNA INTERNATIONAL GROUP, LLP −2,598 21,466
JANE STREET GROUP, LLC −2,195 6,890
Keystone Financial Group, Inc. −84 1,801
MORGAN STANLEY −8 3,256

Top New Positions

vs Dec 31, 2025
Institution Acquired Value (USD) Open
RAYMOND JAMES FINANCIAL INC 4,848 $393,366
Sterling Investment Advisors, Ltd. 3,595 $291,698
Independent Advisor Alliance 3,104 $251,858
Innovative Asset Advisors Group, LLC 301 $24,423
Western Wealth Management, LLC 112 $9,087

Top Sold-Out Positions

vs Dec 31, 2025
Institution Previously Held Last Value (USD) Open
Kestra Advisory Services, LLC 450 $33,606
Global Retirement Partners, LLC 60 $4,480
Filter: New 6 Increased 6 Reduced 5 Sold out 2 Unchanged 8
Showing 25 of 25
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
LPL Financial LLC RBLD $1,820,862 19.74% 22,441
Forty-three Eighteen Advisors, LLC RBLD $1,798,305 19.49% 22,163
SUSQUEHANNA INTERNATIONAL GROUP, LLP RBLD $1,741,751 18.88% 21,466
JANE STREET GROUP, LLC RBLD $559,054 6.06% 6,890
Sanctuary Advisors, LLC RBLD $507,774 5.50% 6,258
RAYMOND JAMES FINANCIAL INC RBLD $393,366 4.26% 4,848
Sterling Investment Advisors, Ltd. RBLD $291,698 3.16% 3,595
KESTRA PRIVATE WEALTH SERVICES, LLC RBLD $283,503 3.07% 3,494
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC RBLD $271,575 2.94% 3,347
MORGAN STANLEY RBLD $264,191 2.86% 3,256
Independent Advisor Alliance RBLD $251,858 2.73% 3,104
ROYAL BANK OF CANADA RBLD $246,746 2.67% 3,041
Cambridge Investment Research Advisors, Inc. RBLD $228,895 2.48% 2,821
Optivise Advisory Services LLC RBLD $228,571 2.48% 2,817
Keystone Financial Group, Inc. RBLD $146,133 1.58% 1,801
NATIONAL BANK OF CANADA /FI/ RBLD $48,684 0.53% 600
OSAIC HOLDINGS, INC. RBLD $34,890 0.38% 430
HARBOUR INVESTMENTS, INC. RBLD $30,833 0.33% 380
Innovative Asset Advisors Group, LLC RBLD $24,423 0.26% 301
Sound Income Strategies, LLC RBLD $22,394 0.24% 276
Geneos Wealth Management Inc. RBLD $14,199 0.15% 175
Western Wealth Management, LLC RBLD $9,087 0.10% 112
CREATIVE FINANCIAL DESIGNS INC /ADV RBLD $7,383 0.08% 91
JPMORGAN CHASE & CO RBLD $21 0.00% 0
TWIN PEAKS WEALTH ADVISORS, LLC RBLD $21 0.00% 0