Latest Institutional Purchases of First Tr Exchange Traded Fd Vi (ROBT)
This list provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (ROBT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
55.7KNew |
$2.67M - $3.01M
|
55.7K
$3.07M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16K+ 16.72% |
$769K - $868K
|
112K
$6.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
10.1KNew |
$483K - $545K
|
10.1K
$556K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.17KNew |
$440K - $497K
|
9.17K
$507K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
5.81K+ 145.53% |
$279K - $315K
|
9.8K
$541K
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
5.24K+ 121.43% |
$251K - $284K
|
9.55K
$527K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.13K+ 7.07% |
$246K - $278K
|
77.7K
$4.29M
|
|
|
Oct 14, 2025
Q3 2025
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
4.56KNew |
$219K - $247K
|
4.56K
$252K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.55KNew |
$218K - $246K
|
4.55K
$251K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4KNew |
$192K - $217K
|
4K
$221K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
2.29K+ 40.43% |
$110K - $124K
|
7.94K
$438K
|
|
|
Oct 07, 2025
Q3 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
924+ 12.62% |
$44.3K - $50K
|
8.25K
$455K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
611+ 5.56% |
$29.3K - $33.1K
|
11.6K
$641K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
520New |
$25K - $28.2K
|
520
$28.7K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
510New |
$24.5K - $27.6K
|
510
$28.2K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
457+ 5.36% |
$21.9K - $24.8K
|
8.98K
$496K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
200New |
$9.6K - $10.8K
|
200
$11K
|
|
|
Oct 27, 2025
Q3 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
120New |
$5.76K - $6.5K
|
120
$6.63K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
101+ 4.55% |
$4.85K - $5.47K
|
2.32K
$128K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
90+ 0.57% |
$4.32K - $4.87K
|
15.8K
$875K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
64+ 1.54% |
$3.07K - $3.47K
|
4.23K
$233K
|
|
|
Oct 29, 2025
Q3 2025
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
25New |
$1.2K - $1.35K
|
25
$1.38K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
7New |
$336 - $379
|
7
$387
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1+ 0.13% |
$48 - $54.2
|
755
$41.7K
|
|
|
Oct 09, 2025
Q3 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
1+ 33.33% |
$48 - $54.2
|
4
$221
|
|
| Q2 2025 | |||||||
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
71.9K+ 23.54% |
$2.54M - $3.47M
|
377K
$20.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
40.1KNew |
$1.42M - $1.93M
|
40.1K
$2.21M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
36.2K+ 5.3% |
$1.28M - $1.75M
|
719K
$39.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
29.7K+ 46.99% |
$1.05M - $1.43M
|
92.9K
$5.13M
|
|
|
Aug 04, 2025
Q2 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
29.7K+ 92.98% |
$1.05M - $1.43M
|
61.6K
$3.4M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
28.1K+ 17.7% |
$993K - $1.36M
|
187K
$10.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
24.4K+ 54.86% |
$863K - $1.18M
|
68.9K
$3.8M
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
18.8K+ 12.55% |
$666K - $909K
|
169K
$9.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.6KNew |
$480K - $655K
|
13.6K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
10.4K+ 30.75% |
$369K - $504K
|
44.4K
$2.45M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
8.52K+ 21.15% |
$301K - $412K
|
48.8K
$2.7M
|
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.76K+ 15.57% |
$274K - $375K
|
57.6K
$3.18M
|
|
|
Jul 15, 2025
Q2 2025
|
Ewg Elevate Inc.
|
BUY
|
- |
7.63KNew |
$270K - $369K
|
7.63K
$421K
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
7.53K+ 2.54% |
$267K - $364K
|
304K
$16.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.73K+ 4.05% |
$238K - $325K
|
173K
$9.55M
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
6.25K+ 19.85% |
$221K - $302K
|
37.8K
$2.09M
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
5.91KNew |
$209K - $285K
|
5.91K
$326K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.54K+ 34.8% |
$196K - $267K
|
21.5K
$1.18M
|
|
|
Aug 07, 2025
Q2 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
5.34KNew |
$189K - $258K
|
5.34K
$295K
|
|
|
Aug 15, 2025
Q2 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.02KNew |
$178K - $242K
|
5.02K
$277K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.98KNew |
$176K - $240K
|
4.98K
$275K
|
|
|
Jul 07, 2025
Q2 2025
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.87KNew |
$172K - $235K
|
4.87K
$269K
|
|
|
Aug 04, 2025
Q2 2025
|
Cottage Street Advisors LLC
|
BUY
|
- |
4.8KNew |
$170K - $232K
|
4.8K
$265K
|
|
|
Aug 08, 2025
Q2 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
4.69KNew |
$166K - $226K
|
4.69K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
Stone X Group Inc.
|
BUY
|
- |
4.4KNew |
$156K - $212K
|
4.4K
$243K
|
|