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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
935+ 7.02% |
$40K - $43.3K
|
14.3K
$675K
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
933+ 16.26% |
$39.9K - $43.2K
|
6.67K
$316K
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
772New |
$33K - $35.7K
|
772
$36.6K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
572+ 1.71% |
$24.5K - $26.5K
|
34K
$1.61M
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
542+ 11.08% |
$23.2K - $25.1K
|
5.43K
$257K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
533+ 20.19% |
$22.8K - $24.7K
|
3.17K
$150K
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
472+ 3.67% |
$20.2K - $21.9K
|
13.3K
$631K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
425New |
$18.2K - $19.7K
|
425
$20.1K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
409+ 2.61% |
$17.5K - $18.9K
|
16.1K
$761K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
394+ 5.3% |
$16.8K - $18.2K
|
7.83K
$371K
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
312+ 6.14% |
$13.3K - $14.4K
|
5.39K
$255K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
304+ 1.36% |
$13K - $14.1K
|
22.7K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$12.8K - $13.9K
|
300
$14.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
285+ 15.39% |
$12.2K - $13.2K
|
2.14K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
250New |
$10.7K - $11.6K
|
250
$11.8K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
229+ 16.64% |
$9.79K - $10.6K
|
1.61K
$76K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
197+ 30.21% |
$8.42K - $9.12K
|
849
$40.2K
|
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
152New |
$6.5K - $7.04K
|
152
$7.2K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
141+ 7.92% |
$6.03K - $6.53K
|
1.92K
$91K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
121+ 268.89% |
$5.17K - $5.6K
|
166
$7.86K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
97+ 2.11% |
$4.15K - $4.49K
|
4.7K
$222K
|
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
71New |
$3.04K - $3.29K
|
71
$3.36K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
67+ 20.74% |
$2.86K - $3.1K
|
390
$18.5K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
62+ 31.63% |
$2.65K - $2.87K
|
258
$12.2K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23+ 0.02% |
$983 - $1.06K
|
112K
$5.32M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20New |
$855 - $926
|
20
$947
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10+ 4.48% |
$428 - $463
|
233
$11K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6New |
$257 - $278
|
6
$284
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9- 1.58% |
$385 - $417
|
560
$26.5K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15Closed |
$641 - $695
|
0
$0
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 0.4% |
$1.15K - $1.25K
|
6.78K
$321K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-90- 98.9% |
$3.85K - $4.17K
|
1
$47.4
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-124- 10.26% |
$5.3K - $5.74K
|
1.08K
$51.3K
|
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-140- 10.9% |
$5.99K - $6.48K
|
1.14K
$54.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-237- 59.55% |
$10.1K - $11K
|
161
$7.62K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-265- 3.41% |
$11.3K - $12.3K
|
7.5K
$355K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-362- 0.64% |
$15.5K - $16.8K
|
56.4K
$2.67M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-370- 17.03% |
$15.8K - $17.1K
|
1.8K
$85.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-488- 3.97% |
$20.9K - $22.6K
|
11.8K
$559K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-606- 9.72% |
$25.9K - $28.1K
|
5.63K
$266K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-632- 29.48% |
$27K - $29.3K
|
1.51K
$71.6K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-670- 5.02% |
$28.6K - $31K
|
12.7K
$600K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.39K- 23.46% |
$59.3K - $64.2K
|
4.52K
$214K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.43K- 1.03% |
$61K - $66K
|
138K
$6.52M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.55K- 14.74% |
$109K - $118K
|
14.8K
$699K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.91K- 5.63% |
$124K - $135K
|
48.8K
$2.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.39K- 7.8% |
$145K - $157K
|
40.1K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.14K- 42.84% |
$220K - $238K
|
6.86K
$325K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-5.2K- 2.51% |
$222K - $241K
|
202K
$9.58M
|