Institutional Ownership First Tr Exchange Traded Fd Vi (ROBT)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (ROBT). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 4.91 Million shares, which have been reported (via 13F filing form) to have a value of $232 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
680,133
shares
|
$32 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
279,861
shares
|
$13.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
272,218
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2024
Added 47.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
256,282
shares
|
$12.1 Million
0.02% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
254,806
shares
|
$12 Million
0.01% of portfolio
|
Q3 2024
Added 16.0%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
249,099
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 16.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
213,024
shares
|
$10 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
156,605
shares
|
$7.38 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.16%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
150,840
shares
|
$7.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
142,167
shares
|
$6.7 Million
0.0% of portfolio
|
Q3 2024
Added 6.16%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
130,585
shares
|
$6.15 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
126,128
shares
|
$5.94 Million
0.15% of portfolio
|
Q4 2024
Added 43.36%
|
|
|
Biltmore Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
121,649
shares
|
$5.73 Million
0.94% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
119,409
shares
|
$5.62 Million
0.01% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
101,878
shares
|
$4.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.67%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
94,677
shares
|
$4.46 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
87,581
shares
|
$4.13 Million
0.01% of portfolio
|
Q3 2024
Reduced 42.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
82,080
shares
|
$3.87 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.64%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
80,598
shares
|
$3.8 Million
0.01% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
72,121
shares
|
$3.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.42%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
71,435
shares
|
$3.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 63.92%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
69,783
shares
|
$3.29 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
69,125
shares
|
$3.26 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,537
shares
|
$2.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.83%
|
|
|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
53,339
shares
|
$2.51 Million
1.67% of portfolio
|
Q3 2024
Reduced 49.22%
|