Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
173K+ 16072.98% |
$6.64M - $7.78M
|
174K
$8.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
131KNew |
$5.01M - $5.87M
|
131K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
94.7KNew |
$3.63M - $4.26M
|
94.7K
$4.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
87.8K+ 47.62% |
$3.37M - $3.95M
|
272K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
69.1KNew |
$2.65M - $3.11M
|
69.1K
$3.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
49.5KNew |
$1.9M - $2.22M
|
49.5K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
35.1K+ 16.0% |
$1.35M - $1.58M
|
255K
$12.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28K+ 128.52% |
$1.07M - $1.26M
|
49.8K
$2.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
25.9K+ 41.77% |
$994K - $1.17M
|
88K
$4.17M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.5KNew |
$555K - $651K
|
14.5K
$685K
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$465K - $545K
|
12.1K
$574K
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
9.42KNew |
$361K - $424K
|
9.42K
$446K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8.97KNew |
$344K - $403K
|
8.97K
$425K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.25K+ 6.16% |
$316K - $371K
|
142K
$6.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
7.67K+ 5.23% |
$294K - $345K
|
154K
$7.31M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6KNew |
$230K - $269K
|
6K
$284K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.84KNew |
$224K - $262K
|
5.84K
$276K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.84KNew |
$186K - $218K
|
4.84K
$229K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
4.64KNew |
$178K - $208K
|
4.64K
$220K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
4.08K+ 1.62% |
$156K - $183K
|
256K
$12.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.18K+ 22.42% |
$122K - $143K
|
17.4K
$822K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.09K+ 18.68% |
$118K - $139K
|
19.6K
$930K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.71K+ 2.28% |
$104K - $122K
|
122K
$5.76M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.63K+ 2.25% |
$101K - $118K
|
119K
$5.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.73K+ 35.65% |
$66.4K - $77.9K
|
6.59K
$312K
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.02K+ 9.37% |
$38.9K - $45.7K
|
11.9K
$561K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
986New |
$37.8K - $44.3K
|
986
$46.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
BUY
|
- |
884+ 272.0% |
$33.9K - $39.7K
|
1.21K
$57.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
563+ 2.42% |
$21.6K - $25.3K
|
23.8K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
518New |
$19.9K - $23.3K
|
518
$24.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
461+ 7.33% |
$17.7K - $20.7K
|
6.75K
$320K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
448New |
$17.2K - $20.1K
|
448
$21.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
396+ 6.72% |
$15.2K - $17.8K
|
6.29K
$298K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
81+ 1.64% |
$3.1K - $3.64K
|
5.03K
$238K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
49New |
$1.88K - $2.2K
|
49
$2.32K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
39+ 62.9% |
$1.49K - $1.75K
|
101
$4.78K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.19% |
$115 - $135
|
1.59K
$75.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$76.7 - $89.9
|
2
$94.7
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-7- 2.44% |
$268 - $315
|
280
$13.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19- 0.14% |
$728 - $854
|
13.3K
$631K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-47- 0.21% |
$1.8K - $2.11K
|
22.8K
$1.08M
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-109- 5.41% |
$4.18K - $4.9K
|
1.9K
$90.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-175- 97.22% |
$6.71K - $7.87K
|
5
$237
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-175- 97.22% |
$6.71K - $7.87K
|
5
$237
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-200- 50.0% |
$7.67K - $8.99K
|
200
$9.47K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-201- 1.74% |
$7.7K - $9.03K
|
11.4K
$539K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-215- 4.33% |
$8.24K - $9.66K
|
4.75K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-233- 3.62% |
$8.93K - $10.5K
|
6.2K
$294K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-240- 11.14% |
$9.2K - $10.8K
|
1.92K
$90.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-278- 86.07% |
$10.7K - $12.5K
|
45
$2.13K
|