Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
247+ 10.91% |
$9.03K - $11.4K
|
2.51K
$113K
|
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
237+ 147.2% |
$8.66K - $10.9K
|
398
$17.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
200+ 19.84% |
$7.31K - $9.2K
|
1.21K
$54.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
184+ 1.57% |
$6.73K - $8.47K
|
11.9K
$533K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
145+ 805.56% |
$5.3K - $6.67K
|
163
$7.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
144New |
$5.26K - $6.63K
|
144
$6.45K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
135+ 1.11% |
$4.94K - $6.21K
|
12.3K
$551K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
120New |
$4.39K - $5.52K
|
120
$5.38K
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
116New |
$4.24K - $5.34K
|
116
$5.2K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
108+ 21.14% |
$3.95K - $4.97K
|
619
$27.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
104+ 34.67% |
$3.8K - $4.79K
|
404
$18.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
28+ 0.17% |
$1.02K - $1.29K
|
16.9K
$758K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
18+ 0.01% |
$658 - $828
|
207K
$9.29M
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
15New |
$548 - $690
|
15
$672
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
8+ 0.05% |
$292 - $368
|
17.3K
$775K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-25- 0.46% |
$914 - $1.15K
|
5.38K
$241K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-60- 23.44% |
$2.19K - $2.76K
|
196
$8.78K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-62- 21.75% |
$2.27K - $2.85K
|
223
$9.99K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-68- 1.14% |
$2.49K - $3.13K
|
5.91K
$265K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-105- 67.74% |
$3.84K - $4.83K
|
50
$2.24K
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-116- 0.74% |
$4.24K - $5.34K
|
15.6K
$701K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-116- 1.6% |
$4.24K - $5.34K
|
7.15K
$320K
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-134- 9.45% |
$4.9K - $6.17K
|
1.28K
$57.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-153- 6.39% |
$5.59K - $7.04K
|
2.24K
$100K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-306- 1.27% |
$11.2K - $14.1K
|
23.8K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-312- 0.6% |
$11.4K - $14.4K
|
51.7K
$2.31M
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-375- 14.89% |
$13.7K - $17.3K
|
2.14K
$96.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-422- 7.36% |
$15.4K - $19.4K
|
5.31K
$238K
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-600- 50.0% |
$21.9K - $27.6K
|
600
$26.9K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-609- 23.23% |
$22.3K - $28K
|
2.01K
$90.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-611- 7.59% |
$22.3K - $28.1K
|
7.44K
$333K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-640- 4.58% |
$23.4K - $29.4K
|
13.3K
$598K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-657- 3.55% |
$24K - $30.2K
|
17.9K
$800K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.25K- 4.78% |
$45.7K - $57.5K
|
24.9K
$1.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.33K- 2.98% |
$48.7K - $61.3K
|
43.4K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.55K- 18.96% |
$56.6K - $71.2K
|
6.62K
$296K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.98K- 2.84% |
$72.4K - $91.1K
|
67.8K
$3.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.17K- 1.42% |
$79.4K - $100K
|
151K
$6.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.26K- 7.39% |
$82.6K - $104K
|
28.3K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.7K- 4.35% |
$98.6K - $124K
|
59.3K
$2.66M
|
|
|
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.7K- 4.35% |
$98.6K - $124K
|
59.3K
$2.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-3.41K- 23.81% |
$125K - $157K
|
10.9K
$489K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.46K- 39.37% |
$126K - $159K
|
5.33K
$239K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.57K- 22.93% |
$130K - $164K
|
12K
$537K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.28K- 7.24% |
$193K - $243K
|
67.6K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.5K- 21.79% |
$201K - $253K
|
19.7K
$884K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-7.69K- 5.24% |
$281K - $354K
|
139K
$6.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.1K- 21.9% |
$406K - $510K
|
39.6K
$1.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-21.8K- 17.85% |
$797K - $1M
|
100K
$4.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-27.7K- 61.48% |
$1.01M - $1.27M
|
17.4K
$777K
|