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 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105+ 36.84% |
$4.27K - $5.14K
|
390
$20.2K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-100- 29.41% |
$4.07K - $4.89K
|
240
$12.4K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-88- 17.56% |
$3.58K - $4.3K
|
413
$21.4K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
373New |
$15.2K - $18.2K
|
373
$19.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-845- 12.33% |
$34.4K - $41.3K
|
6.01K
$311K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
300New |
$12.2K - $14.7K
|
300
$15.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
95New |
$3.86K - $4.65K
|
95
$4.93K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-135- 14.3% |
$5.49K - $6.6K
|
809
$42K
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
70.4KNew |
$2.86M - $3.44M
|
70.4K
$3.65M
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$2.03K - $2.45K
|
50
$2.59K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.11K- 93.36% |
$85.8K - $103K
|
150
$7.78K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
77New |
$3.13K - $3.77K
|
77
$3.99K
|
|
| Q4 2024 | |||||||
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.39K+ 47.39% |
$231K - $259K
|
16.8K
$870K
|
|
|
Feb 27, 2025
Q4 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-2.14KClosed |
$91.9K - $103K
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-265- 94.64% |
$11.4K - $12.7K
|
15
$778
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
27.5KNew |
$1.18M - $1.32M
|
27.5K
$1.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.6KNew |
$197K - $221K
|
4.6K
$239K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.32KNew |
$99.4K - $111K
|
2.32K
$120K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
113New |
$4.85K - $5.43K
|
113
$5.86K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
230New |
$9.86K - $11.1K
|
230
$11.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-39- 38.61% |
$1.67K - $1.87K
|
62
$3.22K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.01KNew |
$43.4K - $48.6K
|
1.01K
$52.4K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$46.9K - $52.6K
|
1.09K
$56.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-102- 0.86% |
$4.37K - $4.9K
|
11.8K
$610K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-331- 7.14% |
$14.2K - $15.9K
|
4.31K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-15.7K- 74.18% |
$673K - $754K
|
5.46K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-173K- 99.38% |
$7.42M - $8.32M
|
1.08K
$55.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.29K - $4.81K
|
100
$5.19K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.62% |
$42.9 - $48.1
|
162
$8.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
38.1K+ 43.36% |
$1.64M - $1.83M
|
126K
$6.54M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-697- 13.87% |
$29.9K - $33.5K
|
4.33K
$224K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14.5KNew |
$623K - $697K
|
14.5K
$753K
|
|
| Q3 2024 | |||||||
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
49New |
$1.88K - $2.2K
|
49
$2.54K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-175- 97.22% |
$6.71K - $7.87K
|
5
$259
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-233- 3.62% |
$8.93K - $10.5K
|
6.2K
$322K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.5KNew |
$555K - $651K
|
14.5K
$751K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-278- 86.07% |
$10.7K - $12.5K
|
45
$2.33K
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-51.7K- 49.22% |
$1.98M - $2.32M
|
53.3K
$2.77M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-805- 56.49% |
$30.9K - $36.2K
|
620
$32.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2New |
$76.7 - $89.9
|
2
$104
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-175- 97.22% |
$6.71K - $7.87K
|
5
$259
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
986New |
$37.8K - $44.3K
|
986
$51.1K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.33K- 36.61% |
$166K - $195K
|
7.5K
$389K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78.4K- 56.83% |
$3M - $3.52M
|
59.5K
$3.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-271K- 88.11% |
$10.4M - $12.2M
|
36.6K
$1.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
448New |
$17.2K - $20.1K
|
448
$23.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-14K- 31.61% |
$538K - $630K
|
30.3K
$1.57M
|
|
| Q2 2024 | |||||||
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
952New |
$38.9K - $42.6K
|
952
$49.4K
|
|
|
Aug 15, 2024
Q2 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 0.78% |
$86.9K - $95.4K
|
276K
$14.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
23KNew |
$938K - $1.03M
|
23K
$1.19M
|
|