Latest Institutional Transactions on First Tr Exchange Traded Fd Vi (ROBT)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (ROBT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.9K+ 23.54% |
$2.54M - $3.47M
|
377K
$18.8M
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.02KNew |
$178K - $242K
|
5.02K
$251K
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.4K+ 30.75% |
$369K - $504K
|
44.4K
$2.22M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$480K - $655K
|
13.6K
$677K
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.73K+ 4.05% |
$238K - $325K
|
173K
$8.63M
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40.1KNew |
$1.42M - $1.93M
|
40.1K
$2M
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.98KNew |
$176K - $240K
|
4.98K
$249K
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.53K+ 2.54% |
$267K - $364K
|
304K
$15.2M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.17K- 9.53% |
$76.9K - $105K
|
20.6K
$1.03M
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2K- 5.43% |
$70.8K - $96.6K
|
34.8K
$1.74M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
24.4K+ 54.86% |
$863K - $1.18M
|
68.9K
$3.44M
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.7K+ 46.99% |
$1.05M - $1.43M
|
92.9K
$4.64M
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
44New |
$1.56K - $2.13K
|
44
$2.2K
|
|
Aug 14, 2025
Q2 2025
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-8.88K- 3.48% |
$314K - $429K
|
247K
$12.3M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
108New |
$3.82K - $5.22K
|
108
$5.4K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.52K+ 21.15% |
$301K - $412K
|
48.8K
$2.44M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.08K+ 2.78% |
$144K - $197K
|
151K
$7.55M
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-217- 2.15% |
$7.68K - $10.5K
|
9.85K
$492K
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-846- 0.62% |
$29.9K - $40.9K
|
135K
$6.75M
|
|
Aug 14, 2025
Q2 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.98K+ 0.97% |
$70.2K - $95.8K
|
207K
$10.3M
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
23.9K+ 49.09% |
$845K - $1.15M
|
72.5K
$3.62M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-928- 29.47% |
$32.8K - $44.8K
|
2.22K
$111K
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-1.68K- 16.75% |
$59.4K - $81.1K
|
8.35K
$417K
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-20.5K- 7.45% |
$726K - $991K
|
255K
$12.7M
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-390- 4.53% |
$13.8K - $18.8K
|
8.22K
$411K
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.96K- 5.0% |
$175K - $239K
|
94.3K
$4.71M
|
|
Aug 13, 2025
Q2 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.27K- 1.68% |
$80.5K - $110K
|
133K
$6.65M
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.4KNew |
$156K - $212K
|
4.4K
$220K
|
|
Aug 13, 2025
Q2 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-41.6K- 14.61% |
$1.47M - $2.01M
|
243K
$12.1M
|
|
Aug 13, 2025
Q2 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
3.09K+ 7.97% |
$109K - $149K
|
41.8K
$2.09M
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
2.21K+ 38.14% |
$78K - $107K
|
7.99K
$399K
|
|
Aug 13, 2025
Q2 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
SELL
|
- |
-607- 9.89% |
$21.5K - $29.3K
|
5.53K
$276K
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.94KNew |
$104K - $142K
|
2.94K
$147K
|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
201+ 36.35% |
$7.11K - $9.71K
|
754
$37.7K
|
|
Aug 12, 2025
Q2 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
123+ 2.4% |
$4.35K - $5.94K
|
5.25K
$262K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-337- 10.73% |
$11.9K - $16.3K
|
2.81K
$140K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
280New |
$9.91K - $13.5K
|
280
$14K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.2K+ 5.3% |
$1.28M - $1.75M
|
719K
$35.9M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-158- 8.92% |
$5.59K - $7.63K
|
1.61K
$80.6K
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.91KNew |
$209K - $285K
|
5.91K
$295K
|
|
Aug 11, 2025
Q2 2025
|
Citigroup Inc
|
BUY
|
- |
2+ 0.19% |
$70.8 - $96.6
|
1.05K
$52.3K
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
730+ 11.18% |
$25.8K - $35.3K
|
7.26K
$363K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
664+ 553.33% |
$23.5K - $32.1K
|
784
$39.2K
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.87K+ 26.17% |
$101K - $138K
|
13.8K
$690K
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.69KNew |
$166K - $226K
|
4.69K
$234K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-559- 6.14% |
$19.8K - $27K
|
8.54K
$427K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.76K+ 15.57% |
$274K - $375K
|
57.6K
$2.88M
|
|
Aug 08, 2025
Q2 2025
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
231+ 30.97% |
$8.17K - $11.2K
|
977
$48.8K
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-150- 2.85% |
$5.31K - $7.25K
|
5.11K
$255K
|