Peterson Wealth Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History

Peterson Wealth Advisors, LLC

$482 Million
Q4 2024

A detailed history of Peterson Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Vi stock. As of the latest transaction made, Peterson Wealth Advisors, LLC holds 4,867 shares of ROBT stock, worth $222,567. This represents 0.05% of its overall portfolio holdings.

Number of Shares

4,867

Previous 4,843 0.5%

Holding current value

$222,567

Previous $212,000 3.3%

% of portfolio

0.05%

Previous 0.04%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$42.89 - $48.05 $1,029 - $1,153	24 Added 0.5%	4,867 $219,000
Q3 2024 Oct 24, 2024	BUY	$38.33 - $44.95 $185,632 - $217,692	4,843 New	4,843 $212,000
Q2 2023 Jul 13, 2023	BUY	$39.83 - $47.07 $175,252 - $207,108	4,400 New	4,400 $200,000
Q2 2022 Jul 21, 2022	SELL	$36.46 - $48.29 $160,205 - $212,186	-4,394 Closed	0 $0
Q2 2021 Aug 02, 2021	BUY	$48.86 - $55.07 $214,690 - $241,977	4,394 New	4,394 $239,000

Others Institutions Holding ROBT

# of Institutions

141

Shares Held

5.08M

Call Options Held

Put Options Held

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About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
Sector ETFs
Industry ETFs

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Peterson Wealth Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History