Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
549K+ 247.13% |
$21.7M - $26.1M
|
771K
$34.9M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
158K+ 321.09% |
$6.26M - $7.5M
|
207K
$9.38M
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
142K+ 22.67% |
$5.62M - $6.74M
|
769K
$34.8M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
113K+ 332.55% |
$4.46M - $5.35M
|
147K
$6.64M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
64K+ 656.49% |
$2.53M - $3.04M
|
73.8K
$3.34M
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
48.8K+ 46.97% |
$1.93M - $2.32M
|
153K
$6.91M
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
45.1K+ 26.74% |
$1.79M - $2.14M
|
214K
$9.67M
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
44.2K+ 12.3% |
$1.75M - $2.1M
|
403K
$18.2M
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
42.1KNew |
$1.66M - $2M
|
42.1K
$1.9M
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
36.2K+ 408.29% |
$1.43M - $1.72M
|
45.1K
$2.04M
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
33.5K+ 79.8% |
$1.33M - $1.59M
|
75.5K
$3.41M
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
32.8K+ 47.27% |
$1.3M - $1.56M
|
102K
$4.62M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
30.4K+ 33.48% |
$1.2M - $1.44M
|
121K
$5.48M
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.7K+ 32.18% |
$1.18M - $1.41M
|
122K
$5.52M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.4K+ 100.21% |
$1M - $1.2M
|
50.7K
$2.29M
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.9KNew |
$944K - $1.13M
|
23.9K
$1.08M
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
17.3KNew |
$684K - $820K
|
17.3K
$782K
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
17.1K+ 154.56% |
$676K - $810K
|
28.1K
$1.27M
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
16.9KNew |
$668K - $801K
|
16.9K
$764K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
14KNew |
$553K - $663K
|
14K
$632K
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.2KNew |
$481K - $577K
|
12.2K
$550K
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
11.5KNew |
$455K - $545K
|
11.5K
$520K
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
11.4K+ 14.02% |
$451K - $541K
|
92.8K
$4.2M
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
10.2K+ 6.48% |
$403K - $484K
|
167K
$7.57M
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.51K+ 15.77% |
$376K - $451K
|
69.8K
$3.16M
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
8.77K+ 125.54% |
$347K - $416K
|
15.8K
$713K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
8.34K+ 46.23% |
$330K - $396K
|
26.4K
$1.19M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
8.09KNew |
$320K - $384K
|
8.09K
$366K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
7.27KNew |
$287K - $345K
|
7.27K
$329K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.88K+ 18.15% |
$272K - $326K
|
44.8K
$2.02M
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
6.31K+ 47.83% |
$249K - $299K
|
19.5K
$881K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
6.05KNew |
$239K - $287K
|
6.05K
$274K
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
5.81KNew |
$230K - $276K
|
5.81K
$263K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
5.76K+ 185.8% |
$228K - $273K
|
8.85K
$400K
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
5.74KNew |
$227K - $272K
|
5.74K
$259K
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.3K+ 4.0% |
$210K - $251K
|
138K
$6.23M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.67K+ 11.57% |
$185K - $222K
|
45K
$2.04M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.69K+ 32.25% |
$146K - $175K
|
15.1K
$683K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.55K+ 2.52% |
$140K - $168K
|
144K
$6.52M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.38K+ 70.7% |
$134K - $160K
|
8.16K
$369K
|
|
Oct 30, 2023
Q3 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.23K+ 4.87% |
$128K - $153K
|
69.5K
$3.14M
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.41K+ 6.16% |
$95.5K - $114K
|
41.6K
$1.88M
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.33K+ 44.58% |
$92.2K - $111K
|
7.56K
$342K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.17KNew |
$86K - $103K
|
2.17K
$98.3K
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.15KNew |
$85.1K - $102K
|
2.15K
$97.2K
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.06K+ 15.29% |
$81.7K - $97.9K
|
15.6K
$704K
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.85KNew |
$73.3K - $87.9K
|
1.85K
$83.7K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.58K+ 24.36% |
$62.3K - $74.8K
|
8.05K
$364K
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.41K+ 5.9% |
$55.6K - $66.7K
|
25.2K
$1.14M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.37K+ 1.08% |
$54K - $64.8K
|
128K
$5.78M
|