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 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
28.1K+ 17.7% |
$993K - $1.35M
|
187K
$8.97M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-650- 0.67% |
$23K - $31.3K
|
95.8K
$4.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
7.63KNew |
$270K - $367K
|
7.63K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
250+ 3.54% |
$8.85K - $12K
|
7.32K
$352K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.33K+ 9.73% |
$47K - $63.9K
|
15K
$720K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
4.74KNew |
$168K - $228K
|
4.74K
$228K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
615+ 7.78% |
$21.8K - $29.6K
|
8.52K
$410K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.6K- 46.41% |
$128K - $173K
|
4.16K
$200K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
466New |
$16.5K - $22.4K
|
466
$22.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-588- 53.7% |
$20.8K - $28.3K
|
507
$24.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
599+ 11.0% |
$21.2K - $28.8K
|
6.04K
$291K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
270+ 28.97% |
$9.55K - $13K
|
1.2K
$57.8K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.87KNew |
$172K - $234K
|
4.87K
$234K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-24.4K- 98.76% |
$991K - $1.19M
|
307
$14.8K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.48K- 4.17% |
$60.2K - $72.4K
|
34K
$1.64M
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-250- 13.12% |
$10.2K - $12.2K
|
1.66K
$79.6K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.89K+ 23.24% |
$76.9K - $92.6K
|
10K
$482K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-550- 2.35% |
$22.4K - $26.9K
|
22.8K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.7K+ 8.8% |
$840K - $1.01M
|
256K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.7K+ 9.2% |
$1.05M - $1.26M
|
305K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
20.4KNew |
$831K - $999K
|
20.4K
$982K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.76K+ 3.55% |
$397K - $478K
|
285K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-801- 42.43% |
$32.6K - $39.2K
|
1.09K
$52.3K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41.2K- 16.76% |
$1.68M - $2.02M
|
205K
$9.84M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.4K+ 7.43% |
$382K - $460K
|
136K
$6.54M
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
154+ 26.46% |
$6.26K - $7.53K
|
736
$35.4K
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.86K+ 27.56% |
$75.7K - $91K
|
8.61K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.18K- 5.13% |
$88.6K - $107K
|
40.3K
$1.94M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.88K+ 1.41% |
$76.6K - $92.2K
|
135K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14K+ 9.22% |
$571K - $686K
|
166K
$7.99M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.6K+ 5.19% |
$553K - $665K
|
276K
$13.2M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
160+ 3.08% |
$6.51K - $7.83K
|
5.36K
$258K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 56.26% |
$497K - $597K
|
33.9K
$1.63M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.18KClosed |
$170K - $204K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.73K+ 58.77% |
$152K - $182K
|
10.1K
$484K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-19.4K- 91.65% |
$790K - $951K
|
1.77K
$85.1K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-3.16K- 94.47% |
$129K - $155K
|
185
$8.89K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 3.22% |
$63K - $75.7K
|
49.7K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 54.85% |
$4.27M - $5.14M
|
296K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.52K+ 2.45% |
$143K - $172K
|
147K
$7.07M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-580- 1.29% |
$23.6K - $28.4K
|
44.5K
$2.14M
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.44K+ 7.55% |
$181K - $217K
|
63.2K
$3.04M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105+ 36.84% |
$4.27K - $5.14K
|
390
$18.8K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.05KNew |
$42.5K - $51.1K
|
1.05K
$50.2K
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12.3K- 20.19% |
$500K - $602K
|
48.6K
$2.34M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.82K+ 2.92% |
$155K - $187K
|
135K
$6.47M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.51K+ 39.49% |
$183K - $220K
|
15.9K
$765K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4K+ 79.94% |
$56.9K - $68.4K
|
3.15K
$151K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
292+ 0.84% |
$11.9K - $14.3K
|
35K
$1.68M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.5K+ 88.7% |
$224K - $269K
|
11.7K
$563K
|
|