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 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12New |
$475 - $569
|
12
$543
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.3KNew |
$531K - $627K
|
13.3K
$602K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.57KNew |
$222K - $262K
|
5.57K
$252K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.22KNew |
$208K - $245K
|
5.22K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.45KNew |
$177K - $209K
|
4.45K
$201K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
300New |
$11.9K - $14.1K
|
300
$13.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
289New |
$11.5K - $13.6K
|
289
$13.1K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1+ 0.16% |
$39.8 - $47.1
|
615
$27.8K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.04KNew |
$217K - $261K
|
6.04K
$273K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
5.05KNew |
$181K - $219K
|
5.05K
$228K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.31KNew |
$155K - $187K
|
4.31K
$195K
|
|
|
Apr 19, 2023
Q1 2023
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
3.21K+ 1.3% |
$115K - $139K
|
251K
$11.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
520New |
$18.7K - $22.5K
|
520
$23.5K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
467New |
$16.8K - $20.2K
|
467
$21.1K
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
178+ 0.54% |
$6.4K - $7.71K
|
33.4K
$1.51M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
60New |
$2.16K - $2.6K
|
60
$2.71K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.54% |
$35.9 - $43.3
|
187
$8.46K
|
|
| Q4 2022 | |||||||
|
Jan 19, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
5.63KNew |
$185K - $220K
|
5.63K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.76KNew |
$90.4K - $108K
|
2.76K
$125K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
132+ 12.93% |
$4.33K - $5.15K
|
1.15K
$52.1K
|
|
| Q3 2022 | |||||||
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
2.4KNew |
$80.7K - $104K
|
2.4K
$108K
|
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
525+ 9.4% |
$17.7K - $22.7K
|
6.11K
$276K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
97.6KNew |
$3.56M - $4.71M
|
97.6K
$4.41M
|
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
6New |
$219 - $290
|
6
$271
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
5+ 0.79% |
$182 - $241
|
635
$28.7K
|
|
| Q1 2022 | |||||||
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
616New |
$26.3K - $34.2K
|
616
$27.9K
|
|
| Q3 2021 | |||||||
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
88+ 30.99% |
$4.55K - $5.06K
|
372
$16.8K
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
406+ 91.03% |
$19.8K - $22.4K
|
852
$38.5K
|
|
|
Aug 17, 2021
Q2 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
275New |
$13.4K - $15.1K
|
275
$12.4K
|
|
|
Jul 19, 2021
Q2 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
125New |
$6.11K - $6.88K
|
125
$5.65K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
90New |
$4.4K - $4.96K
|
90
$4.07K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
2.99K+ 61.59% |
$149K - $177K
|
7.85K
$355K
|
|
| Q4 2020 | |||||||
|
Feb 02, 2021
Q4 2020
|
Duncker Streett & CO Inc
|
BUY
|
- |
500New |
$19.4K - $25.1K
|
500
$22.6K
|
|