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 |
---|---|---|---|---|---|---|---|
Aug 15, 2024
Q2 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 0.78% |
$86.9K - $95.4K
|
276K
$13.3M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14KNew |
$573K - $628K
|
14K
$674K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
632+ 11.72% |
$25.8K - $28.3K
|
6.03K
$290K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
414+ 22.96% |
$16.9K - $18.5K
|
2.22K
$107K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
120New |
$4.9K - $5.38K
|
120
$5.77K
|
|
Aug 13, 2024
Q2 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
23KNew |
$938K - $1.03M
|
23K
$1.11M
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.77K+ 18.96% |
$154K - $169K
|
23.6K
$1.14M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.28K- 3.16% |
$92.9K - $102K
|
69.8K
$3.36M
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-319- 37.57% |
$13K - $14.3K
|
530
$25.5K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.66KNew |
$231K - $254K
|
5.66K
$272K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
225New |
$9.18K - $10.1K
|
225
$10.8K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
26.8KNew |
$1.09M - $1.2M
|
26.8K
$1.29M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
270New |
$11K - $12.1K
|
270
$13K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.45K- 85.51% |
$59K - $64.8K
|
245
$11.8K
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-337- 1.48% |
$13.8K - $15.1K
|
22.4K
$1.08M
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.9KNew |
$77.6K - $85.1K
|
1.9K
$91.4K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
12KNew |
$488K - $536K
|
12K
$575K
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-115- 29.49% |
$4.69K - $5.15K
|
275
$13.2K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
84New |
$3.43K - $3.76K
|
84
$4.04K
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-5K- 45.45% |
$204K - $224K
|
6K
$288K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
120+ 240.0% |
$4.9K - $5.38K
|
170
$8.17K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
550New |
$22.5K - $24.6K
|
550
$26.4K
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-104- 25.74% |
$4.25K - $4.66K
|
300
$14.4K
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-39.7K- 19.64% |
$1.62M - $1.78M
|
163K
$7.81M
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.15KNew |
$46.9K - $51.5K
|
1.15K
$55.3K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$8.16K - $8.96K
|
200
$9.62K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15Closed |
$641 - $695
|
0
$0
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20New |
$855 - $926
|
20
$962
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6New |
$257 - $278
|
6
$288
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-7.44K- 33.53% |
$318K - $345K
|
14.8K
$709K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
20KNew |
$855K - $926K
|
20K
$962K
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-5.14K- 42.84% |
$220K - $238K
|
6.86K
$330K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.5K+ 51.92% |
$878K - $951K
|
60.1K
$2.89M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.17K+ 60.25% |
$264K - $286K
|
16.4K
$789K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$12.8K - $13.9K
|
300
$14.4K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
97+ 2.11% |
$4.15K - $4.49K
|
4.7K
$226K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
772New |
$33K - $35.7K
|
772
$37.1K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
71New |
$3.04K - $3.29K
|
71
$3.41K
|
|
May 01, 2024
Q1 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-140- 10.9% |
$5.99K - $6.48K
|
1.14K
$55K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.55KNew |
$66.3K - $71.8K
|
1.55K
$74.5K
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-90- 98.9% |
$3.85K - $4.17K
|
1
$48.1
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
152New |
$6.5K - $7.04K
|
152
$7.31K
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-606- 9.72% |
$25.9K - $28.1K
|
5.63K
$270K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
425New |
$18.2K - $19.7K
|
425
$20.4K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
285+ 15.39% |
$12.2K - $13.2K
|
2.14K
$103K
|
|
Q4 2023 | |||||||
Aug 28, 2024
Q4 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-2.7K- 4.35% |
$98.6K - $124K
|
59.3K
$2.85M
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
108+ 21.14% |
$3.95K - $4.97K
|
619
$29.8K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.18K+ 4.48% |
$43.2K - $54.3K
|
27.6K
$1.32M
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.5KNew |
$54.8K - $68.9K
|
1.5K
$72K
|