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 152 institutions that hold shares in the stock, with a total of 4.66 Million shares, which have been reported (via 13F filing form) to have a value of $192 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Mar 05, 2025 Q4 2024 |
9,424
shares
|
$388,551
0.25% of portfolio
|
Q2 2023
Reduced 4.87%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
8,986
shares
|
$370,492
0.1% of portfolio
|
Q4 2024
Added 0.13%
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
8,481
shares
|
$349,671
0.0% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
8,140
shares
|
$335,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
7,845
shares
|
$323,449
0.0% of portfolio
|
Q1 2021
Added 61.59%
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
7,734
shares
|
$318,872
0.04% of portfolio
|
Q4 2024
Added 12.77%
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
6,887
shares
|
$283,951
0.08% of portfolio
|
Q4 2024
Added 2.06%
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
6,851
shares
|
$282,466
0.09% of portfolio
|
Q4 2024
New holding
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,752
shares
|
$278,384
0.01% of portfolio
|
Q4 2024
Added 7.29%
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
6,442
shares
|
$265,603
0.03% of portfolio
|
Q4 2024
Added 8.16%
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,343
shares
|
$261,521
0.04% of portfolio
|
Q4 2024
Added 24.67%
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
6,203
shares
|
$255,749
0.02% of portfolio
|
Q4 2024
New holding
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Jan 31, 2025 Q4 2024 |
6,025
shares
|
$248,410
0.14% of portfolio
|
Q4 2024
Added 3.22%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
6,000
shares
|
$247,379
0.16% of portfolio
|
Q2 2024
Reduced 45.45%
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
5,750
shares
|
$237,072
0.0% of portfolio
|
Q4 2024
Added 16.56%
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
5,660
shares
|
$233,361
0.0% of portfolio
|
Q4 2024
Reduced 5.59%
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
5,484
shares
|
$226,105
0.0% of portfolio
|
Q4 2024
Reduced 72.61%
|
|
Spectrum Wealth Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
5,462
shares
|
$225,198
0.12% of portfolio
|
Q4 2024
Reduced 74.18%
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
5,201
shares
|
$214,437
0.0% of portfolio
|
Q4 2024
Added 4.02%
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
5,087
shares
|
$209,737
0.12% of portfolio
|
Q4 2024
Reduced 11.42%
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
5,085
shares
|
$209,654
0.01% of portfolio
|
Q4 2024
New holding
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
4,896
shares
|
$201,862
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,867
shares
|
$200,666
0.05% of portfolio
|
Q4 2024
Added 0.5%
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,773
shares
|
$196,790
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
4,614
shares
|
$190,235
0.09% of portfolio
|
Q4 2024
New holding
|