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 |
|---|---|---|---|---|---|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
10,127
shares
|
$451,360
0.34% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
10,071
shares
|
$448,864
0.07% of portfolio
|
Q1 2025
Added 58.77%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,032
shares
|
$447,126
0.0% of portfolio
|
Q1 2025
Added 23.24%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
May 15, 2025 Q1 2025 |
9,424
shares
|
$420,027
0.24% of portfolio
|
Q2 2023
Reduced 4.87%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
9,100
shares
|
$405,587
0.0% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
8,765
shares
|
$390,656
0.08% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
8,613
shares
|
$383,881
0.02% of portfolio
|
Q1 2025
Added 27.56%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
7,904
shares
|
$352,281
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
7,845
shares
|
$349,651
0.0% of portfolio
|
Q1 2021
Added 61.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
7,766
shares
|
$346,130
0.0% of portfolio
|
Q1 2025
Reduced 19.15%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
7,708
shares
|
$343,545
0.0% of portfolio
|
Q1 2025
Added 36.18%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
7,072
shares
|
$315,199
0.07% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
6,531
shares
|
$291,086
0.0% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Apr 23, 2025 Q1 2025 |
6,140
shares
|
$273,659
0.13% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Apr 23, 2025 Q1 2025 |
6,006
shares
|
$267,687
0.07% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
6,000
shares
|
$267,420
0.16% of portfolio
|
Q2 2024
Reduced 45.45%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Apr 16, 2025 Q1 2025 |
5,784
shares
|
$257,792
0.1% of portfolio
|
Q1 2025
Added 25.36%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
5,484
shares
|
$244,421
0.0% of portfolio
|
Q4 2024
Reduced 72.61%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
5,445
shares
|
$242,683
0.02% of portfolio
|
Q1 2025
Added 108800.0%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
5,361
shares
|
$238,939
0.0% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
5,257
shares
|
$234,304
0.01% of portfolio
|
Q1 2025
Reduced 13.45%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,129
shares
|
$228,599
0.01% of portfolio
|
Q1 2025
Added 7.46%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
5,085
shares
|
$226,638
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,328
shares
|
$192,898
0.14% of portfolio
|
Q4 2024
Reduced 13.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,307
shares
|
$191,962
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|