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 151 institutions that hold shares in the stock, with a total of 4.89 Million shares, which have been reported (via 13F filing form) to have a value of $218 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
44,484
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
40,282
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
38,755
shares
|
$1.73 Million
0.35% of portfolio
|
Q1 2025
Added 8.2%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
36,845
shares
|
$1.64 Million
0.24% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,582
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
36,116
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
Added 12.31%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
35,014
shares
|
$1.56 Million
0.0% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
34,040
shares
|
$1.52 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
33,923
shares
|
$1.51 Million
0.0% of portfolio
|
Q1 2025
Added 56.26%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
31,912
shares
|
$1.42 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
31,501
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Added 3.24%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
May 15, 2025 Q1 2025 |
27,460
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
22,810
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
20,424
shares
|
$910,297
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
15,916
shares
|
$709,376
0.01% of portfolio
|
Q1 2025
Added 39.49%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
14,966
shares
|
$667,034
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
13,789
shares
|
$614,575
0.06% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Main Street Financial Solutions, LLC
|
May 08, 2025 Q1 2025 |
13,701
shares
|
$610,653
0.05% of portfolio
|
Q1 2025
Added 16.03%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
13,655
shares
|
$608,603
0.02% of portfolio
|
Q1 2025
Added 27.7%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
13,548
shares
|
$603,834
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
13,530
shares
|
$603,032
0.01% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
12,599
shares
|
$561,537
0.04% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
11,705
shares
|
$521,691
0.04% of portfolio
|
Q1 2025
Added 88.7%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
10,947
shares
|
$487,907
0.04% of portfolio
|
Q1 2025
Added 41.54%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
10,192
shares
|
$454,257
0.05% of portfolio
|
Q1 2025
Added 58.21%
|