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 |
|---|---|---|---|---|---|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
230
shares
|
$9,482
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$8,246
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
187
shares
|
$7,710
0.0% of portfolio
|
Q1 2023
Added 0.54%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
170
shares
|
$7,009
0.0% of portfolio
|
Q2 2024
Added 240.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
162
shares
|
$6,679
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
155
shares
|
$6,390
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
152
shares
|
$6,266
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
120
shares
|
$4,947
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
113
shares
|
$4,658
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
100
shares
|
$4,123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
90
shares
|
$3,710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investors Research Corp
|
Feb 07, 2025 Q4 2024 |
71
shares
|
$2,927
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
62
shares
|
$2,556
0.0% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
60
shares
|
$2,473
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
49
shares
|
$2,020
0.0% of portfolio
|
Q4 2020
Reduced 97.35%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
49
shares
|
$2,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
45
shares
|
$1,855
0.0% of portfolio
|
Q3 2024
Reduced 86.07%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
35
shares
|
$1,443
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
34
shares
|
$1,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
20
shares
|
$824
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
15
shares
|
$618
0.0% of portfolio
|
Q4 2024
Reduced 94.64%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
5
shares
|
$206
0.02% of portfolio
|
Q4 2024
Reduced 99.95%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
5
shares
|
$206
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
5
shares
|
$206
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
2
shares
|
$82
0.0% of portfolio
|
Q3 2024
New holding
|