Purchases and Sales Made in Q1 2024 in First Tr Exchange Traded Fd Vi (ROBT)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (ROBT) during Q1 2024. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD VI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
174K+ 883.79% |
$7.45M - $8.07M
|
194K
$9.19M
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139K+ 76.48% |
$5.96M - $6.46M
|
322K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139K+ 76.48% |
$5.96M - $6.46M
|
322K
$15.2M
|
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
135K+ 34.23% |
$5.75M - $6.23M
|
528K
$25M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
125K+ 297.41% |
$5.36M - $5.81M
|
168K
$7.94M
|
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
84.6KNew |
$3.62M - $3.92M
|
84.6K
$4.01M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.4KNew |
$3.44M - $3.72M
|
80.4K
$3.81M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
66.3K+ 23.94% |
$2.83M - $3.07M
|
343K
$16.2M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.2K+ 18.82% |
$2.06M - $2.23M
|
305K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.6K+ 5.83% |
$1.74M - $1.88M
|
738K
$34.9M
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
32.7K+ 11.31% |
$1.4M - $1.51M
|
322K
$15.2M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
27.3K+ 33.69% |
$1.17M - $1.26M
|
108K
$5.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
21.8K+ 127.42% |
$930K - $1.01M
|
38.8K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.5K+ 51.92% |
$878K - $951K
|
60.1K
$2.85M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
20KNew |
$855K - $926K
|
20K
$947K
|
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$596K - $645K
|
13.9K
$660K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.9K+ 90.7% |
$595K - $645K
|
29.3K
$1.39M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.77K+ 6.49% |
$418K - $453K
|
160K
$7.6M
|
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.28K+ 10.14% |
$397K - $429K
|
101K
$4.77M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.7K+ 12.83% |
$372K - $403K
|
76.5K
$3.62M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.31K+ 91.51% |
$313K - $339K
|
15.3K
$725K
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6.92K+ 27.83% |
$296K - $321K
|
31.8K
$1.51M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.74K+ 46.57% |
$288K - $312K
|
21.2K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.4K+ 36.87% |
$274K - $296K
|
23.8K
$1.12M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.17K+ 60.25% |
$264K - $286K
|
16.4K
$777K
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.84K+ 3.91% |
$250K - $270K
|
155K
$7.35M
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.48KNew |
$234K - $254K
|
5.48K
$260K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
5.35K+ 26.52% |
$228K - $247K
|
25.5K
$1.21M
|
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
5.09K+ 5.5% |
$217K - $236K
|
97.6K
$4.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.65K+ 12.32% |
$199K - $215K
|
42.4K
$2.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.44K+ 6.56% |
$190K - $205K
|
72.1K
$3.41M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.74K+ 4.55% |
$160K - $173K
|
86K
$4.07M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.45K+ 3.44% |
$148K - $160K
|
104K
$4.91M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.26K+ 1.35% |
$139K - $151K
|
245K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.95K+ 17.45% |
$126K - $137K
|
19.9K
$941K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.74K+ 9.68% |
$117K - $127K
|
31K
$1.47M
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1.89K+ 75.12% |
$80.7K - $87.4K
|
4.4K
$208K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.87K+ 83.5% |
$80.1K - $86.7K
|
4.12K
$195K
|
|
|
May 14, 2024
Q1 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 0.65% |
$75.9K - $82.2K
|
274K
$13M
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.71K+ 14.38% |
$73.1K - $79.2K
|
13.6K
$644K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.71K+ 7.16% |
$73K - $79K
|
25.5K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.55KNew |
$66.3K - $71.8K
|
1.55K
$73.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.49K+ 47.6% |
$63.7K - $69K
|
4.62K
$219K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.44K+ 885.28% |
$61.7K - $66.8K
|
1.61K
$76K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.44K+ 13.21% |
$61.6K - $66.8K
|
12.4K
$585K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.43KNew |
$60.9K - $66K
|
1.43K
$67.5K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.29K+ 22.0% |
$55.1K - $59.6K
|
7.14K
$338K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.17K+ 37.75% |
$50K - $54.1K
|
4.27K
$202K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
954+ 21.61% |
$40.8K - $44.2K
|
5.37K
$254K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
938+ 18.44% |
$40.1K - $43.4K
|
6.03K
$285K
|