Sowell Financial Services LLC First Tr Exchange Traded Fd Vi Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$48.86 - $55.07 $977 - $1,101	-20 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$35.92 - $41.21 $718 - $824	20 New	20 $1,000

Others Institutions Holding ROBT

# of Institutions

140

Shares Held

5.05M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

680K
Shares

$32.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

280K
Shares

$13.2 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

272K
Shares

$12.8 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

256K
Shares

$12.1 Million
0.02% of portfolio
Northwestern Mutual Wealth Management CO

255K
Shares

$12 Million
0.01% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
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