# FIRST TR EXCHANGE-TRADED FD (RBLD)

> Institutional ownership reported to the SEC as of Q2 2026, from Form 13F filings. Source: https://holderbook.com/stocks/RBLD/

- Reporting holders: 26
- Reported value: $27.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Cooper Capital Advisors LLC](https://holderbook.com/funds/1957878-cooper-capital-advisors-llc/) | $13.9M | 154,945 | 6.0% | 1 |
| [Performance Wealth Partners, LLC](https://holderbook.com/funds/1908765-performance-wealth-partners-llc/) | $3.4M | 38,113 | 0.1% | 1 |
| [ROYAL BANK OF CANADA](https://holderbook.com/funds/1000275-royal-bank-of-canada/) | $2.8M | 31,129 | 0.0% | 31 |
| [LPL Financial LLC](https://holderbook.com/funds/1403438-lpl-financial-llc/) | $2.3M | 25,043 | 0.0% | 12 |
| [Sanctuary Advisors, LLC](https://holderbook.com/funds/1777271-sanctuary-advisors-llc/) | $724.7K | 8,052 | 0.0% | 5 |
| [Cambridge Investment Research Advisors, Inc.](https://holderbook.com/funds/1419186-cambridge-investment-research-advisors-inc/) | $550.0K | 6,106 | 0.0% | 5 |
| [SUSQUEHANNA INTERNATIONAL GROUP, LLP](https://holderbook.com/funds/1446194-susquehanna-international-group-llp/) | $514.4K | 5,715 | 0.0% | 16 |
| [RAYMOND JAMES FINANCIAL INC](https://holderbook.com/funds/720005-raymond-james-financial-inc/) | $388.7K | 4,319 | 0.0% | 2 |
| [Sterling Investment Advisors, Ltd.](https://holderbook.com/funds/1701132-sterling-investment-advisors-ltd/) | $332.6K | 3,695 | 0.1% | 2 |
| [KESTRA PRIVATE WEALTH SERVICES, LLC](https://holderbook.com/funds/1649451-kestra-private-wealth-services-llc/) | $315.0K | 3,500 | 0.0% | 7 |
| [INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC](https://holderbook.com/funds/1818604-international-assets-investment-management-llc/) | $296.3K | 3,347 | 0.0% | 7 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $288.8K | 3,209 | 0.0% | 35 |
| [Optivise Advisory Services LLC](https://holderbook.com/funds/2042876-optivise-advisory-services-llc/) | $250.5K | 2,783 | 0.1% | 3 |
| [Dynamic Advisor Solutions LLC](https://holderbook.com/funds/1599747-dynamic-advisor-solutions-llc/) | $248.4K | 2,760 | 0.0% | 1 |
| [JANE STREET GROUP, LLC](https://holderbook.com/funds/1595888-jane-street-group-llc/) | $207.6K | 2,307 | 0.0% | 3 |
| [Keystone Financial Group, Inc.](https://holderbook.com/funds/2053642-keystone-financial-group-inc/) | $162.4K | 1,804 | 0.1% | 6 |
| [Institute for Wealth Management, LLC.](https://holderbook.com/funds/1533954-institute-for-wealth-management-llc/) | $77.0K | 855 | 0.0% | 1 |
| [NewEdge Advisors, LLC](https://holderbook.com/funds/1633516-newedge-advisors-llc/) | $72.0K | 800 | 0.0% | 1 |
| [OSAIC HOLDINGS, INC.](https://holderbook.com/funds/1677044-osaic-holdings-inc/) | $64.5K | 716 | 0.0% | 26 |
| [NATIONAL BANK OF CANADA /FI/](https://holderbook.com/funds/926171-national-bank-of-canada-fi/) | $53.9K | 600 | 0.0% | 19 |
| [HARBOUR INVESTMENTS, INC.](https://holderbook.com/funds/810121-harbour-investments-inc/) | $34.2K | 380 | 0.0% | 13 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $23.4K | 260 | 0.0% | 1 |
| [Geneos Wealth Management Inc.](https://holderbook.com/funds/1764754-geneos-wealth-management-inc/) | $15.8K | 175 | 0.0% | 7 |
| [CREATIVE FINANCIAL DESIGNS INC /ADV](https://holderbook.com/funds/819864-creative-financial-designs-inc-adv/) | $8.2K | 91 | 0.0% | 5 |
| [Global Retirement Partners, LLC](https://holderbook.com/funds/1749744-global-retirement-partners-llc/) | $5.4K | 60 | 0.0% | 14 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q2 2026 | 26 | $27.1M |
| Q1 2026 | 25 | $9.2M |
| Q4 2025 | 21 | $8.8M |
| Q3 2025 | 16 | $4.9M |
| Q2 2025 | 20 | $5.5M |
| Q1 2025 | 15 | $5.2M |
| Q4 2024 | 18 | $5.8M |
| Q3 2024 | 13 | $4.0M |
| Q2 2024 | 12 | $4.1M |
| Q1 2024 | 12 | $4.2M |
| Q4 2023 | 13 | $3.0M |
| Q3 2023 | 13 | $2.6M |