Purchases and Sales Made in Q3 2025 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 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
55.7KNew |
$2.67M - $3.01M
|
55.7K
$3.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16K+ 16.72% |
$769K - $868K
|
112K
$6.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
10.1KNew |
$483K - $545K
|
10.1K
$556K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.17KNew |
$440K - $497K
|
9.17K
$507K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.81K+ 145.53% |
$279K - $315K
|
9.8K
$541K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.24K+ 121.43% |
$251K - $284K
|
9.55K
$527K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.13K+ 7.07% |
$246K - $278K
|
77.7K
$4.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.56KNew |
$219K - $247K
|
4.56K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.55KNew |
$218K - $246K
|
4.55K
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4KNew |
$192K - $217K
|
4K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.29K+ 40.43% |
$110K - $124K
|
7.94K
$438K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
924+ 12.62% |
$44.3K - $50K
|
8.25K
$455K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
611+ 5.56% |
$29.3K - $33.1K
|
11.6K
$641K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
510New |
$24.5K - $27.6K
|
510
$28.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
457+ 5.36% |
$21.9K - $24.8K
|
8.98K
$496K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
200New |
$9.6K - $10.8K
|
200
$11K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
120New |
$5.76K - $6.5K
|
120
$6.63K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
101+ 4.55% |
$4.85K - $5.47K
|
2.32K
$128K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7New |
$336 - $379
|
7
$387
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$48 - $54.2
|
755
$41.7K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 33.33% |
$48 - $54.2
|
4
$221
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-62- 0.19% |
$2.98K - $3.36K
|
32.9K
$1.82M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-200- 4.22% |
$9.6K - $10.8K
|
4.54K
$250K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.01K- 84.36% |
$48.7K - $54.9K
|
188
$10.4K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.61K- 17.41% |
$125K - $141K
|
12.4K
$683K
|