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 |
|---|---|---|---|---|---|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
50
shares
|
$2,498
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
45
shares
|
$2,248
0.0% of portfolio
|
Q3 2024
Reduced 86.07%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
44
shares
|
$2,198
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
35
shares
|
$1,748
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
34
shares
|
$1,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
20
shares
|
$999
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
15
shares
|
$749
0.0% of portfolio
|
Q4 2024
Reduced 94.64%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
5
shares
|
$249
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
5
shares
|
$249
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
North Capital, Inc.
Salt Lake City, UT |
Aug 06, 2025 Q2 2025 |
3
shares
|
$149
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$49
0.0% of portfolio
|
Q1 2024
Reduced 98.9%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2025
New holding
|