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 |
---|---|---|---|---|---|---|---|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
699+ 16.39% |
$28.5K - $31.3K
|
4.97K
$213K
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
632+ 11.72% |
$25.8K - $28.3K
|
6.03K
$258K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
558New |
$22.8K - $25K
|
558
$23.9K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
550+ 34.27% |
$22.5K - $24.6K
|
2.16K
$92.4K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
550New |
$22.5K - $24.6K
|
550
$23.6K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
545+ 12.39% |
$22.2K - $24.4K
|
4.94K
$212K
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
446+ 9.87% |
$18.2K - $20K
|
4.97K
$213K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
414+ 22.96% |
$16.9K - $18.5K
|
2.22K
$95.1K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$16.3K - $17.9K
|
400
$17.2K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
392+ 36.16% |
$16K - $17.6K
|
1.48K
$63.3K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
375+ 5.53% |
$15.3K - $16.8K
|
7.15K
$307K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
309+ 0.22% |
$12.6K - $13.8K
|
138K
$5.92M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
270New |
$11K - $12.1K
|
270
$11.6K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
225New |
$9.18K - $10.1K
|
225
$9.65K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$8.16K - $8.96K
|
200
$8.58K
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
157+ 94.58% |
$6.41K - $7.03K
|
323
$13.9K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
120New |
$4.9K - $5.38K
|
120
$5.15K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
120+ 240.0% |
$4.9K - $5.38K
|
170
$7.29K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
84New |
$3.43K - $3.76K
|
84
$3.6K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
75+ 30.0% |
$3.06K - $3.36K
|
325
$13.9K
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
62New |
$2.53K - $2.78K
|
62
$2.66K
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
29+ 11.24% |
$1.18K - $1.3K
|
287
$12.3K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
29+ 1.51% |
$1.18K - $1.3K
|
1.95K
$83.7K
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2+ 0.02% |
$81.6 - $89.6
|
13.1K
$563K
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.13% |
$40.8 - $44.8
|
742
$31.8K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
139K+ 76.48% |
$5.96M - $6.46M
|
322K
$13.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.5K+ 51.92% |
$878K - $951K
|
60.1K
$2.58M
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
20KNew |
$855K - $926K
|
20K
$858K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.17K+ 60.25% |
$264K - $286K
|
16.4K
$704K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.55KNew |
$66.3K - $71.8K
|
1.55K
$66.5K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
772New |
$33K - $35.7K
|
772
$33.1K
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
533+ 20.19% |
$22.8K - $24.7K
|
3.17K
$136K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
425New |
$18.2K - $19.7K
|
425
$18.2K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$12.8K - $13.9K
|
300
$12.9K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
285+ 15.39% |
$12.2K - $13.2K
|
2.14K
$91.7K
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
152New |
$6.5K - $7.04K
|
152
$6.52K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
97+ 2.11% |
$4.15K - $4.49K
|
4.7K
$201K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
71New |
$3.04K - $3.29K
|
71
$3.05K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20New |
$855 - $926
|
20
$858
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10+ 4.48% |
$428 - $463
|
233
$9.99K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6New |
$257 - $278
|
6
$257
|
|
Q4 2023 | |||||||
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.8K+ 33.36% |
$102K - $129K
|
11.2K
$480K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.26KNew |
$82.7K - $104K
|
2.26K
$97K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.5KNew |
$54.8K - $68.9K
|
1.5K
$64.2K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.18K+ 4.48% |
$43.2K - $54.3K
|
27.6K
$1.18M
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
500New |
$18.3K - $23K
|
500
$21.4K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
278+ 591.49% |
$10.2K - $12.8K
|
325
$13.9K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
252+ 0.9% |
$9.21K - $11.6K
|
28.4K
$1.22M
|
|
Feb 02, 2024
Q4 2023
|
Simplex Trading, LLC
|
BUY
|
- |
144New |
$5.26K - $6.63K
|
144
$6.18K
|