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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
632+ 11.72% |
$25.8K - $28.3K
|
6.03K
$272K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
558New |
$22.8K - $25K
|
558
$25.2K
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
550New |
$22.5K - $24.6K
|
550
$24.9K
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
414+ 22.96% |
$16.9K - $18.5K
|
2.22K
$100K
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
270New |
$11K - $12.1K
|
270
$12.2K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
225New |
$9.18K - $10.1K
|
225
$10.2K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$8.16K - $8.96K
|
200
$9.04K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
120New |
$4.9K - $5.38K
|
120
$5.43K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
120+ 240.0% |
$4.9K - $5.38K
|
170
$7.69K
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
84New |
$3.43K - $3.76K
|
84
$3.8K
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.13% |
$40.8 - $44.8
|
742
$33.6K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
20.5K+ 51.92% |
$878K - $951K
|
60.1K
$2.72M
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
20KNew |
$855K - $926K
|
20K
$904K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.17K+ 60.25% |
$264K - $286K
|
16.4K
$742K
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.55KNew |
$66.3K - $71.8K
|
1.55K
$70.1K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
772New |
$33K - $35.7K
|
772
$34.9K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
425New |
$18.2K - $19.7K
|
425
$19.2K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$12.8K - $13.9K
|
300
$13.6K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
285+ 15.39% |
$12.2K - $13.2K
|
2.14K
$96.6K
|
|
Apr 22, 2024
Q1 2024
|
Accordant Advisory Group Inc
Annapolis, MD |
BUY
|
- |
152New |
$6.5K - $7.04K
|
152
$6.87K
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
97+ 2.11% |
$4.15K - $4.49K
|
4.7K
$212K
|
|
May 06, 2024
Q1 2024
|
Investors Research Corp
|
BUY
|
- |
71New |
$3.04K - $3.29K
|
71
$3.21K
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
20New |
$855 - $926
|
20
$904
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
10+ 4.48% |
$428 - $463
|
233
$10.5K
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6New |
$257 - $278
|
6
$271
|
|
Q4 2023 | |||||||
Jan 10, 2024
Q4 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
2.8K+ 33.36% |
$102K - $129K
|
11.2K
$506K
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.26KNew |
$82.7K - $104K
|
2.26K
$102K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.5KNew |
$54.8K - $68.9K
|
1.5K
$67.7K
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.18K+ 4.48% |
$43.2K - $54.3K
|
27.6K
$1.25M
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
500New |
$18.3K - $23K
|
500
$22.6K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
278+ 591.49% |
$10.2K - $12.8K
|
325
$14.7K
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
252+ 0.9% |
$9.21K - $11.6K
|
28.4K
$1.28M
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
120New |
$4.39K - $5.52K
|
120
$5.43K
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
108+ 21.14% |
$3.95K - $4.97K
|
619
$28K
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
23.9KNew |
$944K - $1.13M
|
23.9K
$1.08M
|
|
Jan 18, 2024
Q3 2023
|
Flc Capital Advisors
|
BUY
|
- |
5.81KNew |
$230K - $276K
|
5.81K
$263K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
852New |
$33.7K - $40.4K
|
852
$38.5K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
400New |
$15.8K - $19K
|
400
$18.1K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
388New |
$15.3K - $18.4K
|
388
$17.5K
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
258New |
$10.2K - $12.2K
|
258
$11.7K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
250New |
$9.89K - $11.9K
|
250
$11.3K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
231New |
$9.14K - $11K
|
231
$10.4K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
215New |
$8.51K - $10.2K
|
215
$9.72K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
155New |
$6.13K - $7.35K
|
155
$7.01K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
120New |
$4.75K - $5.69K
|
120
$5.43K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
119New |
$4.71K - $5.65K
|
119
$5.38K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
69New |
$2.73K - $3.27K
|
69
$3.12K
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
60New |
$2.37K - $2.85K
|
60
$2.71K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
35New |
$1.38K - $1.66K
|
35
$1.58K
|