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 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
125K+ 297.41% |
$5.36M - $5.81M
|
168K
$7.17M
|
|
May 13, 2024
Q1 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
9.28K+ 10.14% |
$397K - $429K
|
101K
$4.31M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.09K- 4.66% |
$260K - $282K
|
125K
$5.33M
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
197+ 30.21% |
$8.42K - $9.12K
|
849
$36.3K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
409+ 2.61% |
$17.5K - $18.9K
|
16.1K
$687K
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-265- 3.41% |
$11.3K - $12.3K
|
7.5K
$321K
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
62+ 31.63% |
$2.65K - $2.87K
|
258
$11K
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
67+ 20.74% |
$2.86K - $3.1K
|
390
$16.7K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.74K+ 4.55% |
$160K - $173K
|
86K
$3.68M
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-9- 1.58% |
$385 - $417
|
560
$24K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10+ 4.48% |
$428 - $463
|
233
$9.97K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-57.6K- 17.12% |
$2.46M - $2.67M
|
279K
$11.9M
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-2.91K- 5.63% |
$124K - $135K
|
48.8K
$2.09M
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
40.6K+ 5.83% |
$1.74M - $1.88M
|
738K
$31.6M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.71K+ 14.38% |
$73.1K - $79.2K
|
13.6K
$582K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
9.77K+ 6.49% |
$418K - $453K
|
160K
$6.86M
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-6.08K- 4.25% |
$260K - $281K
|
137K
$5.86M
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
97+ 2.11% |
$4.15K - $4.49K
|
4.7K
$201K
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.9K+ 90.7% |
$595K - $645K
|
29.3K
$1.25M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
394+ 5.3% |
$16.8K - $18.2K
|
7.83K
$335K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
772New |
$33K - $35.7K
|
772
$33K
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
312+ 6.14% |
$13.3K - $14.4K
|
5.39K
$231K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
71New |
$3.04K - $3.29K
|
71
$3.04K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
304+ 1.36% |
$13K - $14.1K
|
22.7K
$971K
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
5.35K+ 26.52% |
$228K - $247K
|
25.5K
$1.09M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.7K+ 12.83% |
$372K - $403K
|
76.5K
$3.27M
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-140- 10.9% |
$5.99K - $6.48K
|
1.14K
$48.9K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.44K+ 885.28% |
$61.7K - $66.8K
|
1.61K
$68.7K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.55KNew |
$66.3K - $71.8K
|
1.55K
$66.3K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
2.74K+ 9.68% |
$117K - $127K
|
31K
$1.33M
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.39K- 23.46% |
$59.3K - $64.2K
|
4.52K
$193K
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.49K+ 47.6% |
$63.7K - $69K
|
4.62K
$198K
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
4.44K+ 6.56% |
$190K - $205K
|
72.1K
$3.08M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.39K- 7.8% |
$145K - $157K
|
40.1K
$1.71M
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-27- 0.4% |
$1.15K - $1.25K
|
6.78K
$290K
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.45K+ 3.44% |
$148K - $160K
|
104K
$4.44M
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
121+ 268.89% |
$5.17K - $5.6K
|
166
$7.1K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-90- 98.9% |
$3.85K - $4.17K
|
1
$42.8
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
141+ 7.92% |
$6.03K - $6.53K
|
1.92K
$82.2K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-124- 10.26% |
$5.3K - $5.74K
|
1.08K
$46.4K
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
933+ 16.26% |
$39.9K - $43.2K
|
6.67K
$285K
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
472+ 3.67% |
$20.2K - $21.9K
|
13.3K
$570K
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
152New |
$6.5K - $7.04K
|
152
$6.5K
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
4.65K+ 12.32% |
$199K - $215K
|
42.4K
$1.81M
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-606- 9.72% |
$25.9K - $28.1K
|
5.63K
$241K
|
|
Apr 18, 2024
Q1 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
5.09K+ 5.5% |
$217K - $236K
|
97.6K
$4.18M
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-237- 59.55% |
$10.1K - $11K
|
161
$6.89K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
425New |
$18.2K - $19.7K
|
425
$18.2K
|
|
Apr 16, 2024
Q1 2024
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
84.6KNew |
$3.62M - $3.92M
|
84.6K
$3.62M
|