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 163 institutions that hold shares in the stock, with a total of 5.08 Million shares, which have been reported (via 13F filing form) to have a value of $254 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,329
shares
|
$66,396
0.0% of portfolio
|
Q2 2025
Reduced 16.89%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
1,202
shares
|
$60,051
0.01% of portfolio
|
Q2 2025
Added 28.97%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
1,087
shares
|
$54,306
0.0% of portfolio
|
Q1 2025
Reduced 42.43%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 19, 2025 Q2 2025 |
1,077
shares
|
$53,806
0.04% of portfolio
|
Q4 2024
Reduced 99.38%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1,047
shares
|
$52,308
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
977
shares
|
$48,810
0.02% of portfolio
|
Q2 2025
Added 30.97%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
852
shares
|
$42,565
0.01% of portfolio
|
Q2 2021
Added 91.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
784
shares
|
$39,168
0.0% of portfolio
|
Q2 2025
Added 553.33%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
772
shares
|
$38,569
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
754
shares
|
$37,669
0.0% of portfolio
|
Q2 2025
Added 36.35%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
736
shares
|
$36,770
0.02% of portfolio
|
Q1 2025
Added 26.46%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
620
shares
|
$30,975
0.0% of portfolio
|
Q3 2024
Reduced 56.49%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
600
shares
|
$29,976
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
537
shares
|
$26,828
0.01% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
507
shares
|
$25,329
0.01% of portfolio
|
Q2 2025
Reduced 53.7%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
500
shares
|
$24,980
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
466
shares
|
$23,281
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
425
shares
|
$21,233
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
419
shares
|
$20,933
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
400
shares
|
$19,984
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
390
shares
|
$19,484
0.0% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
388
shares
|
$19,384
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
372
shares
|
$18,585
0.0% of portfolio
|
Q3 2021
Added 30.99%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
325
shares
|
$16,237
0.0% of portfolio
|
Q4 2023
Added 591.49%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
300
shares
|
$14,988
0.01% of portfolio
|
Q1 2025
New holding
|