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 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.6KNew |
$197K - $221K
|
4.6K
$221K
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.09KNew |
$218K - $244K
|
5.09K
$244K
|
|
Feb 14, 2025
Q4 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
1+ 0.18% |
$42.9 - $48.1
|
545
$26.2K
|
|
Feb 14, 2025
Q4 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-14.5K- 72.61% |
$624K - $699K
|
5.48K
$264K
|
|
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
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.32KNew |
$99.4K - $111K
|
2.32K
$111K
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-656- 11.42% |
$28.1K - $31.5K
|
5.09K
$245K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
201+ 38.8% |
$8.62K - $9.66K
|
719
$34.6K
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
113New |
$4.85K - $5.43K
|
113
$5.43K
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
90New |
$3.86K - $4.32K
|
90
$4.33K
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
8+ 0.5% |
$343 - $384
|
1.6K
$76.9K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39- 38.61% |
$1.67K - $1.87K
|
62
$2.98K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-63- 1.97% |
$2.7K - $3.03K
|
3.14K
$151K
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.01KNew |
$43.4K - $48.6K
|
1.01K
$48.6K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$46.9K - $52.6K
|
1.09K
$52.6K
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.54% |
$172 - $192
|
746
$35.9K
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-453- 45.03% |
$19.4K - $21.8K
|
553
$26.6K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-331- 7.14% |
$14.2K - $15.9K
|
4.31K
$207K
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-19- 0.39% |
$815 - $913
|
4.9K
$235K
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-102- 0.86% |
$4.37K - $4.9K
|
11.8K
$565K
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-15.7K- 74.18% |
$673K - $754K
|
5.46K
$263K
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$42.9 - $48.1
|
13.8K
$663K
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-173K- 99.38% |
$7.42M - $8.32M
|
1.08K
$51.8K
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.29K - $4.81K
|
100
$4.81K
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.62% |
$42.9 - $48.1
|
162
$7.79K
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
38.1K+ 43.36% |
$1.64M - $1.83M
|
126K
$6.06M
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-697- 13.87% |
$29.9K - $33.5K
|
4.33K
$208K
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14.5KNew |
$623K - $697K
|
14.5K
$698K
|
|
Q3 2024 | |||||||
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
49New |
$1.88K - $2.2K
|
49
$2.36K
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-233- 3.62% |
$8.93K - $10.5K
|
6.2K
$298K
|
|
Nov 14, 2024
Q3 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
94.7KNew |
$3.63M - $4.26M
|
94.7K
$4.55M
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
28K+ 128.52% |
$1.07M - $1.26M
|
49.8K
$2.4M
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
563+ 2.42% |
$21.6K - $25.3K
|
23.8K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.5KNew |
$555K - $651K
|
14.5K
$696K
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-175- 97.22% |
$6.71K - $7.87K
|
5
$240
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.4K- 18.67% |
$896K - $1.05M
|
102K
$4.9M
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-278- 86.07% |
$10.7K - $12.5K
|
45
$2.16K
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-200- 50.0% |
$7.67K - $8.99K
|
200
$9.62K
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-51.7K- 49.22% |
$1.98M - $2.32M
|
53.3K
$2.56M
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-805- 56.49% |
$30.9K - $36.2K
|
620
$29.8K
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
12.1KNew |
$465K - $545K
|
12.1K
$583K
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$76.7 - $89.9
|
2
$96.2
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-175- 97.22% |
$6.71K - $7.87K
|
5
$240
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
986New |
$37.8K - $44.3K
|
986
$47.4K
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.33K- 36.61% |
$166K - $195K
|
7.5K
$361K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78.4K- 56.83% |
$3M - $3.52M
|
59.5K
$2.86M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-271K- 88.11% |
$10.4M - $12.2M
|
36.6K
$1.76M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
448New |
$17.2K - $20.1K
|
448
$21.5K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-14K- 31.61% |
$538K - $630K
|
30.3K
$1.46M
|
|
Q2 2024 | |||||||
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
952New |
$38.9K - $42.6K
|
952
$45.8K
|