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 |
|---|---|---|---|---|---|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Jul 23, 2025 Q2 2025 |
9,491
shares
|
$474,170
0.37% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
9,424
shares
|
$470,823
0.25% of portfolio
|
Q2 2023
Reduced 4.87%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
8,915
shares
|
$445,393
0.13% of portfolio
|
Q2 2025
Reduced 82.05%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,541
shares
|
$426,708
0.0% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
8,519
shares
|
$425,609
0.04% of portfolio
|
Q2 2025
Added 7.78%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
8,352
shares
|
$417,265
0.0% of portfolio
|
Q2 2025
Reduced 16.75%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
8,223
shares
|
$410,821
0.02% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
8,085
shares
|
$403,926
0.01% of portfolio
|
Q2 2025
Added 4.89%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
7,990
shares
|
$399,180
0.13% of portfolio
|
Q2 2025
Added 38.14%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
7,845
shares
|
$391,936
0.0% of portfolio
|
Q1 2021
Added 61.59%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
7,631
shares
|
$381,244
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jul 14, 2025 Q2 2025 |
7,322
shares
|
$365,807
0.08% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
7,261
shares
|
$362,759
0.0% of portfolio
|
Q2 2025
Added 11.18%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
6,044
shares
|
$301,958
0.02% of portfolio
|
Q2 2025
Added 11.0%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
6,006
shares
|
$300,059
0.08% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
6,000
shares
|
$299,760
0.17% of portfolio
|
Q2 2024
Reduced 45.45%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
5,907
shares
|
$295,113
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
5,652
shares
|
$282,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
5,533
shares
|
$276,428
0.13% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
5,484
shares
|
$273,980
0.0% of portfolio
|
Q4 2024
Reduced 72.61%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
5,361
shares
|
$267,835
0.0% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
5,337
shares
|
$266,636
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,252
shares
|
$262,389
0.01% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,107
shares
|
$255,145
0.02% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
5,017
shares
|
$250,649
0.0% of portfolio
|
Q2 2025
New holding
|