Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
38.1K+ 43.36% |
$1.64M - $1.83M
|
126K
$5.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14.5KNew |
$623K - $697K
|
14.5K
$684K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.5KNew |
$537K - $601K
|
12.5K
$590K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.7KNew |
$459K - $514K
|
10.7K
$504K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.2K+ 6.89% |
$223K - $250K
|
80.6K
$3.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.94K+ 44.59% |
$126K - $141K
|
9.53K
$449K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.53KNew |
$109K - $122K
|
2.53K
$119K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.1KNew |
$47K - $52.6K
|
1.1K
$51.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
876+ 12.77% |
$37.6K - $42.1K
|
7.73K
$364K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
817+ 16.56% |
$35K - $39.3K
|
5.75K
$271K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
707+ 126.7% |
$30.3K - $34K
|
1.27K
$59.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
188+ 3.22% |
$8.06K - $9.03K
|
6.03K
$284K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
139+ 2.06% |
$5.96K - $6.68K
|
6.89K
$324K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.29K - $4.81K
|
100
$4.71K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.5% |
$1.03K - $1.15K
|
4.87K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21+ 0.44% |
$901 - $1.01K
|
4.77K
$225K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12+ 0.13% |
$515 - $577
|
8.99K
$423K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.62% |
$42.9 - $48.1
|
162
$7.63K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$42.9 - $48.1
|
11.4K
$537K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$42.9 - $48.1
|
13.8K
$649K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$42.9 - $48.1
|
11.9K
$562K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-7- 0.74% |
$300 - $336
|
944
$44.5K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-19- 0.39% |
$815 - $913
|
4.9K
$231K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-102- 0.86% |
$4.37K - $4.9K
|
11.8K
$554K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-331- 7.14% |
$14.2K - $15.9K
|
4.31K
$203K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-335- 5.59% |
$14.4K - $16.1K
|
5.66K
$267K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-453- 45.03% |
$19.4K - $21.8K
|
553
$26K
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-697- 13.87% |
$29.9K - $33.5K
|
4.33K
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.53K- 6.59% |
$108K - $122K
|
35.8K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.33K- 8.08% |
$143K - $160K
|
37.9K
$1.78M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.63K- 2.35% |
$156K - $175K
|
151K
$7.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.35K- 99.95% |
$401K - $449K
|
5
$236
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-15.7K- 74.18% |
$673K - $754K
|
5.46K
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-173K- 99.38% |
$7.42M - $8.32M
|
1.08K
$50.7K
|