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 |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
46.3K+ 485.49% |
$1.88M - $2.26M
|
55.8K
$2.68M
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.89K+ 16.03% |
$77K - $92.6K
|
13.7K
$659K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
989+ 3.24% |
$40.2K - $48.4K
|
31.5K
$1.51M
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-100- 29.41% |
$4.07K - $4.89K
|
240
$11.5K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.24K+ 1.07% |
$295K - $354K
|
683K
$32.8M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.96K+ 12.31% |
$161K - $194K
|
36.1K
$1.74M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.75K+ 58.21% |
$153K - $183K
|
10.2K
$490K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-447- 12.33% |
$18.2K - $21.9K
|
3.18K
$153K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
619+ 7.3% |
$25.2K - $30.3K
|
9.1K
$438K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.97K+ 19.03% |
$324K - $390K
|
49.8K
$2.4M
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-88- 17.56% |
$3.58K - $4.3K
|
413
$19.9K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-53- 6.54% |
$2.16K - $2.59K
|
757
$36.4K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
356+ 7.46% |
$14.5K - $17.4K
|
5.13K
$247K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
781+ 13.58% |
$31.8K - $38.2K
|
6.53K
$314K
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.03K- 2.71% |
$41.7K - $50.1K
|
36.8K
$1.77M
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
373New |
$15.2K - $18.2K
|
373
$17.9K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7New |
$285 - $342
|
7
$337
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-221- 2.46% |
$8.99K - $10.8K
|
8.77K
$421K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.5KNew |
$551K - $663K
|
13.5K
$651K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
166+ 4.19% |
$6.75K - $8.12K
|
4.13K
$198K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.05K+ 36.18% |
$83.3K - $100K
|
7.71K
$371K
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.94K+ 8.2% |
$119K - $144K
|
38.8K
$1.86M
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.88K+ 7.05% |
$402K - $483K
|
150K
$7.2M
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.21K+ 41.54% |
$131K - $157K
|
10.9K
$526K
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3New |
$122 - $147
|
3
$144
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
199+ 1.49% |
$8.09K - $9.74K
|
13.5K
$651K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.53K- 50.0% |
$103K - $124K
|
2.53K
$122K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-817- 13.45% |
$33.2K - $40K
|
5.26K
$253K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
115+ 1.91% |
$4.68K - $5.63K
|
6.14K
$295K
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
300New |
$12.2K - $14.7K
|
300
$14.4K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
81+ 0.65% |
$3.29K - $3.96K
|
12.6K
$606K
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-845- 12.33% |
$34.4K - $41.3K
|
6.01K
$289K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
95New |
$3.86K - $4.65K
|
95
$4.57K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.94K- 13.0% |
$323K - $388K
|
53.1K
$2.56M
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
70.4KNew |
$2.86M - $3.44M
|
70.4K
$3.38M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-135- 14.3% |
$5.49K - $6.6K
|
809
$38.9K
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
31.9KNew |
$1.3M - $1.56M
|
31.9K
$1.53M
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-24- 0.24% |
$976 - $1.17K
|
10.1K
$487K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$2.03K - $2.45K
|
50
$2.4K
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.17K+ 25.36% |
$47.6K - $57.2K
|
5.78K
$278K
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15KNew |
$609K - $732K
|
15K
$720K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.11K- 93.36% |
$85.8K - $103K
|
150
$7.21K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
77New |
$3.13K - $3.77K
|
77
$3.7K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-9.07K- 9.15% |
$389K - $436K
|
90.1K
$4.33M
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.39K+ 47.39% |
$231K - $259K
|
16.8K
$806K
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.14KClosed |
$91.9K - $103K
|
0
$0
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
SELL
|
- |
-350- 28.95% |
$15K - $16.8K
|
859
$41.3K
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-265- 94.64% |
$11.4K - $12.7K
|
15
$721
|
|
Feb 14, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
27.5KNew |
$1.18M - $1.32M
|
27.5K
$1.32M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
34New |
$1.46K - $1.63K
|
34
$1.63K
|