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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-233- 1.85% |
$8.24K - $11.3K
|
12.4K
$683K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
377+ 4.89% |
$13.3K - $18.2K
|
8.09K
$447K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.25K+ 19.85% |
$221K - $302K
|
37.8K
$2.09M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.54K+ 34.8% |
$196K - $267K
|
21.5K
$1.18M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
794+ 104.89% |
$28.1K - $38.4K
|
1.55K
$85.7K
|
|
|
Jul 23, 2025
Q2 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-636- 6.28% |
$22.5K - $30.7K
|
9.49K
$524K
|
|
|
Jul 22, 2025
Q2 2025
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-6.83K- 58.33% |
$242K - $330K
|
4.88K
$269K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
600New |
$21.2K - $29K
|
600
$33.1K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
28.1K+ 17.7% |
$993K - $1.36M
|
187K
$10.3M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
7.63KNew |
$270K - $369K
|
7.63K
$421K
|
|
|
Jul 10, 2025
Q2 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
466New |
$16.5K - $22.5K
|
466
$25.7K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-588- 53.7% |
$20.8K - $28.4K
|
507
$28K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
599+ 11.0% |
$21.2K - $28.9K
|
6.04K
$334K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.87KNew |
$172K - $235K
|
4.87K
$269K
|
|
| Q1 2025 | |||||||
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-24.4K- 98.76% |
$991K - $1.19M
|
307
$17K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
154+ 26.46% |
$6.26K - $7.53K
|
736
$40.6K
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-801- 42.43% |
$32.6K - $39.2K
|
1.09K
$60K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.89K+ 23.24% |
$76.9K - $92.6K
|
10K
$554K
|
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-3.16K- 94.47% |
$129K - $155K
|
185
$10.2K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
160+ 3.08% |
$6.51K - $7.83K
|
5.36K
$296K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105+ 36.84% |
$4.27K - $5.14K
|
390
$21.5K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-100- 29.41% |
$4.07K - $4.89K
|
240
$13.3K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.89K+ 16.03% |
$77K - $92.6K
|
13.7K
$757K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-88- 17.56% |
$3.58K - $4.3K
|
413
$22.8K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
373New |
$15.2K - $18.2K
|
373
$20.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-845- 12.33% |
$34.4K - $41.3K
|
6.01K
$332K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
300New |
$12.2K - $14.7K
|
300
$16.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
95New |
$3.86K - $4.65K
|
95
$5.25K
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
70.4KNew |
$2.86M - $3.44M
|
70.4K
$3.89M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-135- 14.3% |
$5.49K - $6.6K
|
809
$44.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$2.03K - $2.45K
|
50
$2.76K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
77New |
$3.13K - $3.77K
|
77
$4.25K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.11K- 93.36% |
$85.8K - $103K
|
150
$8.28K
|
|
| Q4 2024 | |||||||
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.39K+ 47.39% |
$231K - $259K
|
16.8K
$926K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.14KClosed |
$91.9K - $103K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-14.5K- 72.61% |
$624K - $699K
|
5.48K
$303K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.6KNew |
$197K - $221K
|
4.6K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
34New |
$1.46K - $1.63K
|
34
$1.88K
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
27.5KNew |
$1.18M - $1.32M
|
27.5K
$1.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-265- 94.64% |
$11.4K - $12.7K
|
15
$828
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
113New |
$4.85K - $5.43K
|
113
$6.24K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.32KNew |
$99.4K - $111K
|
2.32K
$128K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
230New |
$9.86K - $11.1K
|
230
$12.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39- 38.61% |
$1.67K - $1.87K
|
62
$3.42K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
90New |
$3.86K - $4.32K
|
90
$4.97K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.01KNew |
$43.4K - $48.6K
|
1.01K
$55.8K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$46.9K - $52.6K
|
1.09K
$60.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-331- 7.14% |
$14.2K - $15.9K
|
4.31K
$238K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-102- 0.86% |
$4.37K - $4.9K
|
11.8K
$649K
|
|