Winthrop Advisory Group LLC First Tr Exchange Traded Fd Vi Transaction History

Winthrop Advisory Group LLC

$753 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 25, 2021	SELL	$38.75 - $50.28 $360,142 - $467,302	-9,294 Closed	0 $0
Q3 2020 Oct 20, 2020	BUY	$35.92 - $41.21 $333,840 - $383,005	9,294 New	9,294 $365,000

Others Institutions Holding ROBT

# of Institutions

148

Shares Held

6.12M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

762K
Shares

$33.5 Million
0.02% of portfolio
Raymond James & Associates St Petersburg, FL

308K
Shares

$13.5 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

297K
Shares

$13.1 Million
0.0% of portfolio
Morgan Stanley New York, NY

289K
Shares

$12.7 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

285K
Shares

$12.5 Million
0.0% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
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