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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11K- 15.3% |
$473K - $530K
|
61.1K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.09KNew |
$218K - $244K
|
5.09K
$246K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.6KNew |
$197K - $221K
|
4.6K
$223K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
34New |
$1.46K - $1.63K
|
34
$1.65K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-14.2K- 5.69% |
$608K - $681K
|
235K
$11.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-1.33K- 2.7% |
$57.2K - $64.1K
|
48.1K
$2.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-350- 28.95% |
$15K - $16.8K
|
859
$41.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
27.5KNew |
$1.18M - $1.32M
|
27.5K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-265- 94.64% |
$11.4K - $12.7K
|
15
$727
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-26.4K- 36.92% |
$1.13M - $1.27M
|
45.1K
$2.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.5K+ 7.21% |
$793K - $888K
|
275K
$13.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3.35KNew |
$143K - $161K
|
3.35K
$162K
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-14.5K- 72.61% |
$624K - $699K
|
5.48K
$266K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-236- 0.08% |
$10.1K - $11.3K
|
280K
$13.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.18% |
$42.9 - $48.1
|
545
$26.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.26K+ 24.67% |
$53.8K - $60.3K
|
6.34K
$307K
|
|
|
Feb 14, 2025
Q4 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-4.54K- 2.9% |
$195K - $218K
|
152K
$7.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-26.3K- 9.65% |
$1.13M - $1.26M
|
246K
$11.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-8.18K- 11.83% |
$351K - $393K
|
60.9K
$2.95M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-163- 8.52% |
$6.99K - $7.83K
|
1.75K
$84.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.9K- 34.37% |
$81.4K - $91.2K
|
3.63K
$176K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.85KNew |
$294K - $329K
|
6.85K
$332K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-340- 7.52% |
$14.6K - $16.3K
|
4.18K
$202K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1+ 0.01% |
$42.9 - $48.1
|
13.3K
$646K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
201+ 4.02% |
$8.62K - $9.66K
|
5.2K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-20- 0.17% |
$858 - $961
|
11.8K
$572K
|
|
|
Feb 13, 2025
Q4 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-16- 0.84% |
$686 - $769
|
1.89K
$91.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-55- 0.13% |
$2.36K - $2.64K
|
41.9K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-23.3K- 28.41% |
$1M - $1.12M
|
58.8K
$2.85M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.19K+ 6.02% |
$309K - $346K
|
127K
$6.13M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
561+ 2.46% |
$24.1K - $27K
|
23.4K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.36K+ 25.12% |
$187K - $209K
|
21.7K
$1.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 0.52% |
$429 - $481
|
1.91K
$92.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
285New |
$12.2K - $13.7K
|
285
$13.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.14KNew |
$349K - $391K
|
8.14K
$394K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
459+ 7.29% |
$19.7K - $22.1K
|
6.75K
$327K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
9.15K+ 7.52% |
$392K - $440K
|
131K
$6.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-21.6K- 10.15% |
$927K - $1.04M
|
191K
$9.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.19K- 1.54% |
$93.8K - $105K
|
140K
$6.78M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
230New |
$9.86K - $11.1K
|
230
$11.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
113New |
$4.85K - $5.43K
|
113
$5.47K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
201+ 38.8% |
$8.62K - $9.66K
|
719
$34.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.18K+ 2.82% |
$308K - $345K
|
262K
$12.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-4.47K- 0.66% |
$192K - $215K
|
676K
$32.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.84K+ 2.17% |
$122K - $136K
|
133K
$6.46M
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-656- 11.42% |
$28.1K - $31.5K
|
5.09K
$246K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
10.2KNew |
$435K - $488K
|
10.2K
$492K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.32KNew |
$99.4K - $111K
|
2.32K
$112K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.83K- 9.93% |
$164K - $184K
|
34.7K
$1.68M
|