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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
553
shares
|
$24,647
0.0% of portfolio
|
Q4 2024
Reduced 45.03%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
545
shares
|
$24,290
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
530
shares
|
$23,622
0.01% of portfolio
|
Q2 2024
Reduced 37.57%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
500
shares
|
$22,285
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
425
shares
|
$18,942
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
413
shares
|
$18,407
0.0% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
400
shares
|
$17,828
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
390
shares
|
$17,382
0.0% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
388
shares
|
$17,293
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
373
shares
|
$16,624
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
372
shares
|
$16,580
0.0% of portfolio
|
Q3 2021
Added 30.99%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
325
shares
|
$14,485
0.0% of portfolio
|
Q4 2023
Added 591.49%
|
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
307
shares
|
$13,682
0.0% of portfolio
|
Q1 2025
Reduced 98.76%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
300
shares
|
$13,371
0.0% of portfolio
|
Q2 2024
Reduced 25.74%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
300
shares
|
$13,371
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
275
shares
|
$12,256
0.0% of portfolio
|
Q2 2024
Reduced 29.49%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
258
shares
|
$11,499
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
250
shares
|
$11,142
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
245
shares
|
$10,919
0.01% of portfolio
|
Q2 2024
Reduced 85.51%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
240
shares
|
$10,696
0.0% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
231
shares
|
$10,295
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
230
shares
|
$10,251
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
187
shares
|
$8,334
0.0% of portfolio
|
Q1 2023
Added 0.54%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
185
shares
|
$8,245
0.01% of portfolio
|
Q1 2025
Reduced 94.47%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
170
shares
|
$7,576
0.0% of portfolio
|
Q2 2024
Added 240.0%
|