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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-646- 1.79% |
$24.8K - $29K
|
35.5K
$1.68M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$76.7 - $89.9
|
2
$94.7
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-727- 27.54% |
$27.9K - $32.7K
|
1.91K
$90.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.58K- 23.87% |
$137K - $161K
|
11.4K
$540K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
518New |
$19.9K - $23.3K
|
518
$24.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-81.7K- 10.73% |
$3.13M - $3.67M
|
680K
$32.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-83.7K- 79.81% |
$3.21M - $3.76M
|
21.2K
$1M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.25K+ 6.16% |
$316K - $371K
|
142K
$6.73M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
3.09K+ 18.68% |
$118K - $139K
|
19.6K
$930K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.26K- 7.32% |
$125K - $146K
|
41.2K
$1.95M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-19- 0.14% |
$728 - $854
|
13.3K
$631K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.29K- 9.81% |
$49.3K - $57.9K
|
11.8K
$560K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-373- 5.89% |
$14.3K - $16.8K
|
5.96K
$282K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-175- 97.22% |
$6.71K - $7.87K
|
5
$237
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
8.97KNew |
$344K - $403K
|
8.97K
$425K
|
|
|
Nov 04, 2024
Q3 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
5.84KNew |
$224K - $262K
|
5.84K
$276K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-450- 11.72% |
$17.2K - $20.2K
|
3.39K
$161K
|
|
|
Nov 04, 2024
Q3 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
173K+ 16072.98% |
$6.64M - $7.78M
|
174K
$8.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-971- 2.62% |
$37.2K - $43.6K
|
36.1K
$1.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-27.8K- 97.3% |
$1.07M - $1.25M
|
771
$36.5K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-295- 4.12% |
$11.3K - $13.3K
|
6.86K
$325K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.38K- 5.49% |
$168K - $197K
|
75.4K
$3.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.19% |
$115 - $135
|
1.59K
$75.3K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.3K- 27.42% |
$1.04M - $1.22M
|
72.1K
$3.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.73K+ 35.65% |
$66.4K - $77.9K
|
6.59K
$312K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.84KNew |
$186K - $218K
|
4.84K
$229K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-215- 4.33% |
$8.24K - $9.66K
|
4.75K
$225K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-839- 2.14% |
$32.2K - $37.7K
|
38.3K
$1.82M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.44K- 16.96% |
$93.4K - $109K
|
11.9K
$565K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
986New |
$37.8K - $44.3K
|
986
$46.7K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.33K- 36.61% |
$166K - $195K
|
7.5K
$355K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1K- 51.26% |
$38.3K - $45K
|
951
$45K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.17K- 19.16% |
$44.8K - $52.5K
|
4.93K
$234K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.46K- 8.23% |
$133K - $155K
|
38.6K
$1.83M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-271K- 88.11% |
$10.4M - $12.2M
|
36.6K
$1.73M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78.4K- 56.83% |
$3M - $3.52M
|
59.5K
$2.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
81+ 1.64% |
$3.1K - $3.64K
|
5.03K
$238K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.71K- 8.98% |
$104K - $122K
|
27.4K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6KNew |
$230K - $269K
|
6K
$284K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-470- 31.84% |
$18K - $21.1K
|
1.01K
$47.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
461+ 7.33% |
$17.7K - $20.7K
|
6.75K
$320K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.39K- 20.35% |
$91.6K - $107K
|
9.36K
$443K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
25.9K+ 41.77% |
$994K - $1.17M
|
88K
$4.17M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
448New |
$17.2K - $20.1K
|
448
$21.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-14K- 31.61% |
$538K - $630K
|
30.3K
$1.44M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1K- 20.22% |
$38.5K - $45.1K
|
3.96K
$188K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-201- 1.74% |
$7.7K - $9.03K
|
11.4K
$539K
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
952New |
$38.9K - $42.6K
|
952
$45.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14KNew |
$573K - $628K
|
14K
$664K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 0.78% |
$86.9K - $95.4K
|
276K
$13.1M
|
|