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 |
|---|---|---|---|---|---|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
162
shares
|
$7,220
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
155
shares
|
$6,908
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
152
shares
|
$6,774
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
150
shares
|
$6,685
0.05% of portfolio
|
Q1 2025
Reduced 93.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
120
shares
|
$5,348
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
113
shares
|
$5,036
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
100
shares
|
$4,457
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
95
shares
|
$4,234
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
90
shares
|
$4,011
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
77
shares
|
$3,431
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
71
shares
|
$3,164
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
62
shares
|
$2,763
0.0% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
60
shares
|
$2,674
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
50
shares
|
$2,228
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
49
shares
|
$2,183
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
45
shares
|
$2,005
0.0% of portfolio
|
Q3 2024
Reduced 86.07%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
35
shares
|
$1,559
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
34
shares
|
$1,515
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
20
shares
|
$891
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
15
shares
|
$668
0.0% of portfolio
|
Q4 2024
Reduced 94.64%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
May 01, 2025 Q1 2025 |
7
shares
|
$311
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
5
shares
|
$222
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
5
shares
|
$222
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Apr 28, 2025 Q1 2025 |
3
shares
|
$133
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q1 2024
Reduced 98.9%
|