Essex Financial Services, Inc. First Tr Exchange Traded Fd Vi Transaction History

Essex Financial Services, Inc.

$1.43 Billion
Q2 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	BUY	$39.83 - $47.07 $222,012 - $262,368	5,574 New	5,574 $254,000

Others Institutions Holding ROBT

# of Institutions

156

Shares Held

4.84M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

719K
Shares

$35.9 Million
0.01% of portfolio
Morgan Stanley New York, NY

305K
Shares

$15.3 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

296K
Shares

$14.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

256K
Shares

$12.8 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

255K
Shares

$12.7 Million
0.01% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
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