Institutional Ownership First Tr Exchange Traded Fd Vi (ROBT)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (ROBT). We have compiled data on the 151 institutions that hold shares in the stock, with a total of 4.89 Million shares, which have been reported (via 13F filing form) to have a value of $216 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
682,908
shares
|
$30.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.07%
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
305,344
shares
|
$13.5 Million
0.0% of portfolio
|
Q1 2025
Added 9.2%
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
296,386
shares
|
$13.1 Million
0.0% of portfolio
|
Q1 2025
Added 54.85%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
284,524
shares
|
$12.6 Million
0.02% of portfolio
|
Q1 2025
Added 3.55%
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
275,582
shares
|
$12.2 Million
0.01% of portfolio
|
Q1 2025
Added 5.19%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
255,581
shares
|
$11.3 Million
0.0% of portfolio
|
Q1 2025
Added 8.8%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
204,726
shares
|
$9.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
166,098
shares
|
$7.34 Million
0.0% of portfolio
|
Q1 2025
Added 9.22%
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
158,601
shares
|
$7.01 Million
0.01% of portfolio
|
Q1 2025
Added 5.15%
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
149,854
shares
|
$6.63 Million
0.0% of portfolio
|
Q1 2025
Added 7.05%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
146,983
shares
|
$6.5 Million
0.0% of portfolio
|
Q1 2025
Added 2.45%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
136,004
shares
|
$6.01 Million
0.01% of portfolio
|
Q1 2025
Added 7.43%
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
135,308
shares
|
$5.98 Million
0.07% of portfolio
|
Q1 2025
Added 1.41%
|
|
Biltmore Family Office, LLC
|
May 12, 2025 Q1 2025 |
134,615
shares
|
$5.95 Million
0.97% of portfolio
|
Q1 2025
Added 2.92%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
99,211
shares
|
$4.39 Million
0.01% of portfolio
|
Q1 2025
Added 16.3%
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
96,468
shares
|
$4.26 Million
0.01% of portfolio
|
Q1 2025
Added 19.69%
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Apr 21, 2025 Q1 2025 |
70,368
shares
|
$3.11 Million
1.02% of portfolio
|
Q1 2025
New holding
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
69,783
shares
|
$3.09 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
63,203
shares
|
$2.79 Million
0.0% of portfolio
|
Q1 2025
Added 7.55%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
59,537
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 56.83%
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
55,821
shares
|
$2.47 Million
0.09% of portfolio
|
Q1 2025
Added 485.49%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
53,146
shares
|
$2.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
49,821
shares
|
$2.2 Million
0.0% of portfolio
|
Q1 2025
Added 19.03%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
49,666
shares
|
$2.2 Million
0.56% of portfolio
|
Q1 2025
Added 3.22%
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
48,644
shares
|
$2.15 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.19%
|