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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
4,127
shares
|
$183,940
0.0% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
3,179
shares
|
$141,688
0.0% of portfolio
|
Q1 2025
Reduced 12.33%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
3,149
shares
|
$140,350
0.01% of portfolio
|
Q1 2025
Added 79.94%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
3,142
shares
|
$140,038
0.0% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,530
shares
|
$112,762
0.02% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Graney & King, LLC
Latham, NY |
May 14, 2025 Q1 2025 |
2,318
shares
|
$103,313
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
2,137
shares
|
$95,246
0.01% of portfolio
|
Q1 2024
Added 15.39%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
1,771
shares
|
$78,933
0.0% of portfolio
|
Q1 2025
Reduced 91.65%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,655
shares
|
$73,763
0.03% of portfolio
|
Q1 2025
Reduced 13.12%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,599
shares
|
$71,267
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,095
shares
|
$48,804
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,087
shares
|
$48,447
0.0% of portfolio
|
Q1 2025
Reduced 42.43%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Apr 23, 2025 Q1 2025 |
1,077
shares
|
$48,001
0.03% of portfolio
|
Q4 2024
Reduced 99.38%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,045
shares
|
$46,575
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,011
shares
|
$45,060
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
932
shares
|
$41,539
0.01% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
852
shares
|
$37,973
0.01% of portfolio
|
Q2 2021
Added 91.03%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
809
shares
|
$36,057
0.01% of portfolio
|
Q1 2025
Reduced 14.3%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
772
shares
|
$34,408
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
757
shares
|
$33,739
0.0% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
746
shares
|
$33,249
0.02% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
736
shares
|
$32,803
0.01% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
620
shares
|
$27,633
0.0% of portfolio
|
Q3 2024
Reduced 56.49%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
616
shares
|
$27,455
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
600
shares
|
$26,742
0.01% of portfolio
|
Q4 2023
Reduced 50.0%
|