RBLD — FIRST TRUST ALERIAN US NEXTG
As of Q2 2026, 1 SEC-registered investment managers reported holding RBLD (FIRST TRUST ALERIAN US NEXTG) in their latest 13F filings, with a combined reported value of $288.81K across 3.21K shares. That is -1.4% by share count (-47 shares) versus the previous quarter, while reported value moved +9.3%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Morgan Stanley history | Q2 2026 | 3.21K | $288.81K | 0.00% | Reduce |
| Citadel Advisors history | Q3 2021 | 4.56K | $246.00K | 0.00% | New |
| UBS Group AG history | Q4 2024 | 99 | $6.57K | 0.00% | New |
| JPMorgan Chase & Co history | Q4 2024 | 95 | $6.32K | 0.00% | New |
| Wells Fargo & Co history | Q1 2024 | 25 | $1.56K | 0.00% | Reduce |
New Positions (Q2 2026)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 13.23K | 230 | 356 | 356 | 505 | 90 | 90 | 656 | 616 | 618 | 159 | 999 | 999 | 1.74K | 7.69K | 4.10K | 3.48K | 3.26K | 3.26K | 3.21K |
| Citadel Advisors | 4.56K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| JPMorgan Chase & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | 95 | — | — | — | — | — | — |
| UBS Group AG | — | 200 | 488 | 248 | 652 | 431 | — | — | 457 | 11 | — | — | — | 99 | — | — | — | — | — | — |
| Wells Fargo & Co | 375 | 375 | 375 | 361 | — | — | — | — | 47 | 47 | 25 | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details