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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-72- 0.05% |
$3.46K - $3.9K
|
146K
$8.04M
|
|
|
Oct 30, 2025
Q3 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-145- 1.81% |
$6.96K - $7.85K
|
7.85K
$433K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64+ 1.54% |
$3.07K - $3.47K
|
4.23K
$233K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
520New |
$25K - $28.2K
|
520
$28.7K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
90+ 0.57% |
$4.32K - $4.87K
|
15.8K
$875K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25New |
$1.2K - $1.35K
|
25
$1.38K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
200New |
$9.6K - $10.8K
|
200
$11K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16K+ 16.72% |
$769K - $868K
|
112K
$6.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4KNew |
$192K - $217K
|
4K
$221K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
10.1KNew |
$483K - $545K
|
10.1K
$556K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
120New |
$5.76K - $6.5K
|
120
$6.63K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.13K+ 7.07% |
$246K - $278K
|
77.7K
$4.29M
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-200- 4.22% |
$9.6K - $10.8K
|
4.54K
$250K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-62- 0.19% |
$2.98K - $3.36K
|
32.9K
$1.82M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.24K+ 121.43% |
$251K - $284K
|
9.55K
$527K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.55KNew |
$218K - $246K
|
4.55K
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
101+ 4.55% |
$4.85K - $5.47K
|
2.32K
$128K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$48 - $54.2
|
755
$41.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
457+ 5.36% |
$21.9K - $24.8K
|
8.98K
$496K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
611+ 5.56% |
$29.3K - $33.1K
|
11.6K
$641K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.29K+ 40.43% |
$110K - $124K
|
7.94K
$438K
|
|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
55.7KNew |
$2.67M - $3.01M
|
55.7K
$3.07M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.81K+ 145.53% |
$279K - $315K
|
9.8K
$541K
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.56KNew |
$219K - $247K
|
4.56K
$252K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.17KNew |
$440K - $497K
|
9.17K
$507K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7New |
$336 - $379
|
7
$387
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.61K- 17.41% |
$125K - $141K
|
12.4K
$683K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 33.33% |
$48 - $54.2
|
4
$221
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
510New |
$24.5K - $27.6K
|
510
$28.2K
|
|
|
Oct 07, 2025
Q3 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-1.01K- 84.36% |
$48.7K - $54.9K
|
188
$10.4K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
924+ 12.62% |
$44.3K - $50K
|
8.25K
$455K
|
|
| Q2 2025 | |||||||
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-140- 0.15% |
$4.95K - $6.76K
|
94.1K
$5.2M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.9K+ 23.54% |
$2.54M - $3.47M
|
377K
$20.8M
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.02KNew |
$178K - $242K
|
5.02K
$277K
|
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
25+ 1.51% |
$885 - $1.21K
|
1.68K
$92.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$480K - $655K
|
13.6K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.73K+ 4.05% |
$238K - $325K
|
173K
$9.55M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40.1KNew |
$1.42M - $1.93M
|
40.1K
$2.21M
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.98KNew |
$176K - $240K
|
4.98K
$275K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.53K+ 2.54% |
$267K - $364K
|
304K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.4K+ 30.75% |
$369K - $504K
|
44.4K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.17K- 9.53% |
$76.9K - $105K
|
20.6K
$1.14M
|
|
|
Aug 14, 2025
Q2 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2K- 5.43% |
$70.8K - $96.6K
|
34.8K
$1.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
24.4K+ 54.86% |
$863K - $1.18M
|
68.9K
$3.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.7K+ 46.99% |
$1.05M - $1.43M
|
92.9K
$5.13M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
44New |
$1.56K - $2.13K
|
44
$2.43K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
108New |
$3.82K - $5.22K
|
108
$5.96K
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.52K+ 21.15% |
$301K - $412K
|
48.8K
$2.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.08K+ 2.78% |
$144K - $197K
|
151K
$8.34M
|
|
|
Aug 14, 2025
Q2 2025
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-217- 2.15% |
$7.68K - $10.5K
|
9.85K
$544K
|
|