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 |
---|---|---|---|---|---|---|---|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
558New |
$22.8K - $25K
|
558
$24.1K
|
|
Q1 2024 | |||||||
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
80.4KNew |
$3.44M - $3.72M
|
80.4K
$3.47M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
572+ 1.71% |
$24.5K - $26.5K
|
34K
$1.47M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-13.7K- 76.67% |
$585K - $634K
|
4.16K
$180K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139K+ 76.48% |
$5.96M - $6.46M
|
322K
$13.9M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
48.2K+ 18.82% |
$2.06M - $2.23M
|
305K
$13.2M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
174K+ 883.79% |
$7.45M - $8.07M
|
194K
$8.38M
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-43.5K- 71.75% |
$1.86M - $2.01M
|
17.1K
$739K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
23+ 0.02% |
$983 - $1.06K
|
112K
$4.85M
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-2.55K- 14.74% |
$109K - $118K
|
14.8K
$637K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.4K+ 36.87% |
$274K - $296K
|
23.8K
$1.03M
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
5.48KNew |
$234K - $254K
|
5.48K
$237K
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.43KNew |
$60.9K - $66K
|
1.43K
$61.5K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
250New |
$10.7K - $11.6K
|
250
$10.8K
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
2.95K+ 17.45% |
$126K - $137K
|
19.9K
$858K
|
|
May 15, 2024
Q1 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
13.9KNew |
$596K - $645K
|
13.9K
$602K
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
5.84K+ 3.91% |
$250K - $270K
|
155K
$6.7M
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6New |
$257 - $278
|
6
$259
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.44K+ 13.21% |
$61.6K - $66.8K
|
12.4K
$533K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
135K+ 34.23% |
$5.75M - $6.23M
|
528K
$22.8M
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.44K- 33.53% |
$318K - $345K
|
14.8K
$637K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.29K+ 22.0% |
$55.1K - $59.6K
|
7.14K
$308K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.74K+ 46.57% |
$288K - $312K
|
21.2K
$916K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.26K+ 1.35% |
$139K - $151K
|
245K
$10.6M
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.31K+ 91.51% |
$313K - $339K
|
15.3K
$661K
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6.92K+ 27.83% |
$296K - $321K
|
31.8K
$1.37M
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
229+ 16.64% |
$9.79K - $10.6K
|
1.61K
$69.3K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.71K+ 7.16% |
$73K - $79K
|
25.5K
$1.1M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.14K- 42.84% |
$220K - $238K
|
6.86K
$296K
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
27.3K+ 33.69% |
$1.17M - $1.26M
|
108K
$4.68M
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-362- 0.64% |
$15.5K - $16.8K
|
56.4K
$2.43M
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$12.8K - $13.9K
|
300
$13K
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
542+ 11.08% |
$23.2K - $25.1K
|
5.43K
$235K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.17K+ 60.25% |
$264K - $286K
|
16.4K
$708K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.5K+ 51.92% |
$878K - $951K
|
60.1K
$2.59M
|
|
May 14, 2024
Q1 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.78K+ 0.65% |
$75.9K - $82.2K
|
274K
$11.8M
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
20KNew |
$855K - $926K
|
20K
$863K
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-370- 17.03% |
$15.8K - $17.1K
|
1.8K
$77.8K
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.28K+ 10.14% |
$397K - $429K
|
101K
$4.35M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
125K+ 297.41% |
$5.36M - $5.81M
|
168K
$7.24M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.09K- 4.66% |
$260K - $282K
|
125K
$5.38M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
197+ 30.21% |
$8.42K - $9.12K
|
849
$36.7K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
409+ 2.61% |
$17.5K - $18.9K
|
16.1K
$694K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-265- 3.41% |
$11.3K - $12.3K
|
7.5K
$324K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.74K+ 4.55% |
$160K - $173K
|
86K
$3.71M
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9- 1.58% |
$385 - $417
|
560
$24.2K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
67+ 20.74% |
$2.86K - $3.1K
|
390
$16.8K
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
62+ 31.63% |
$2.65K - $2.87K
|
258
$11.1K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.08K- 4.25% |
$260K - $281K
|
137K
$5.92M
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57.6K- 17.12% |
$2.46M - $2.67M
|
279K
$12M
|