12 institutions reported holding $16.2M of FIRST TR EXCHANGE-TRADED FD ALERIAN (RBLD) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cooper Capital Advisors LLC ($13.9M), Cambridge Investment Research Advisors, Inc. ($550,000), Sterling Investment Advisors, Ltd. ($332,550), KESTRA PRIVATE WEALTH SERVICES, LLC ($315,012), INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ($296,341). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Cooper Capital Advisors LLC | $13.9M | 154,945 | New |
| 2 | Cambridge Investment Research Advisors, Inc. | $550,000 | 6,106 | Added |
| 3 | Sterling Investment Advisors, Ltd. | $332,550 | 3,695 | Added |
| 4 | KESTRA PRIVATE WEALTH SERVICES, LLC | $315,012 | 3,500 | Added |
| 5 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | $296,341 | 3,347 | Hold |
| 6 | Optivise Advisory Services LLC | $250,470 | 2,783 | Trimmed |
| 7 | Dynamic Advisor Solutions LLC | $248,363 | 2,760 | New |
| 8 | Keystone Financial Group, Inc. | $162,380 | 1,804 | Added |
| 9 | Institute for Wealth Management, LLC. | $76,950 | 855 | New |
| 10 | CREATIVE FINANCIAL DESIGNS INC /ADV | $8,213 | 91 | Hold |
| 11 | Sound Income Strategies, LLC | $0 | 0 | Exited |
| 12 | Forty-three Eighteen Advisors, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30