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 140 institutions that hold shares in the stock, with a total of 5.05 Million shares, which have been reported (via 13F filing form) to have a value of $230 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sfi Advisors, LLC
Montclair, NJ |
Nov 13, 2024 Q3 2024 |
53,339
shares
|
$2.39 Million
1.67% of portfolio
|
Q3 2024
Reduced 49.22%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
49,842
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 128.52%
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
49,452
shares
|
$2.22 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
41,911
shares
|
$1.88 Million
0.0% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
41,200
shares
|
$1.85 Million
0.33% of portfolio
|
Q3 2024
Reduced 7.32%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
38,552
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
38,348
shares
|
$1.72 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
37,875
shares
|
$1.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,582
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.11%
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
36,148
shares
|
$1.62 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.62%
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
35,520
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
30,338
shares
|
$1.36 Million
0.27% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
27,416
shares
|
$1.23 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
23,794
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Added 2.42%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
22,799
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.21%
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 07, 2024 Q3 2024 |
21,156
shares
|
$947,788
0.52% of portfolio
|
Q3 2024
Reduced 79.81%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
20,023
shares
|
$897,030
0.0% of portfolio
|
Q3 2024
Reduced 57.05%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
19,633
shares
|
$879,558
0.08% of portfolio
|
Q3 2024
Added 18.68%
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
17,352
shares
|
$777,369
0.0% of portfolio
|
Q3 2024
Added 22.42%
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
14,472
shares
|
$648,345
0.01% of portfolio
|
Q3 2024
New holding
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
13,788
shares
|
$617,702
0.07% of portfolio
|
Q3 2024
Reduced 6.53%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
13,330
shares
|
$597,184
0.01% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,123
shares
|
$543,110
0.0% of portfolio
|
Q3 2024
New holding
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
11,926
shares
|
$534,284
0.0% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
11,855
shares
|
$531,104
0.27% of portfolio
|
Q3 2024
Added 9.37%
|