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 |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
772
shares
|
$31,829
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Feb 03, 2025 Q4 2024 |
746
shares
|
$30,757
0.02% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
719
shares
|
$29,644
0.0% of portfolio
|
Q4 2024
Added 38.8%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
620
shares
|
$25,562
0.0% of portfolio
|
Q3 2024
Reduced 56.49%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
616
shares
|
$25,397
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
600
shares
|
$24,737
0.01% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Feb 24, 2025 Q4 2024 |
582
shares
|
$23,995
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
553
shares
|
$22,800
0.0% of portfolio
|
Q4 2024
Reduced 45.03%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
545
shares
|
$22,470
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
530
shares
|
$21,851
0.01% of portfolio
|
Q2 2024
Reduced 37.57%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
501
shares
|
$20,656
0.0% of portfolio
|
Q4 2024
Reduced 35.02%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
500
shares
|
$20,615
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
425
shares
|
$17,522
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
400
shares
|
$16,492
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
388
shares
|
$15,997
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
372
shares
|
$15,337
0.0% of portfolio
|
Q3 2021
Added 30.99%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
340
shares
|
$14,018
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
325
shares
|
$13,399
0.0% of portfolio
|
Q4 2023
Added 591.49%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
300
shares
|
$12,368
0.0% of portfolio
|
Q2 2024
Reduced 25.74%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
285
shares
|
$11,750
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
275
shares
|
$11,338
0.0% of portfolio
|
Q2 2024
Reduced 29.49%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
258
shares
|
$10,637
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
250
shares
|
$10,307
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
245
shares
|
$10,101
0.01% of portfolio
|
Q2 2024
Reduced 85.51%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
231
shares
|
$9,524
0.0% of portfolio
|
Q3 2023
New holding
|