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 163 institutions that hold shares in the stock, with a total of 5.08 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
44,356
shares
|
$2.22 Million
0.01% of portfolio
|
Q2 2025
Added 30.75%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
41,843
shares
|
$2.09 Million
0.38% of portfolio
|
Q2 2025
Added 7.97%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
40,055
shares
|
$2 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
37,754
shares
|
$1.89 Million
0.05% of portfolio
|
Q2 2025
Added 19.85%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,582
shares
|
$1.83 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.11%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
34,845
shares
|
$1.74 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
34,819
shares
|
$1.74 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
34,040
shares
|
$1.7 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
32,942
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.92%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
Aug 14, 2025 Q2 2025 |
27,460
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
21,454
shares
|
$1.07 Million
0.02% of portfolio
|
Q2 2025
Added 34.8%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
20,637
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.53%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
15,746
shares
|
$786,670
0.02% of portfolio
|
Q2 2025
Reduced 71.79%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
14,983
shares
|
$748,550
0.02% of portfolio
|
Q2 2025
Added 9.73%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
14,237
shares
|
$711,280
0.02% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
13,812
shares
|
$690,047
0.06% of portfolio
|
Q2 2025
Added 26.17%
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
13,789
shares
|
$688,898
0.07% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
13,701
shares
|
$684,501
0.05% of portfolio
|
Q1 2025
Added 16.03%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
13,557
shares
|
$677,307
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
13,353
shares
|
$667,115
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
12,366
shares
|
$617,805
0.05% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
10,986
shares
|
$548,860
0.11% of portfolio
|
Q2 2025
Added 25.34%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
10,227
shares
|
$510,940
0.05% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,032
shares
|
$501,198
0.0% of portfolio
|
Q1 2025
Added 23.24%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,854
shares
|
$492,305
0.07% of portfolio
|
Q2 2025
Reduced 2.15%
|