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 139 institutions that hold shares in the stock, with a total of 5.05 Million shares, which have been reported (via 13F filing form) to have a value of $226 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Nov 05, 2024 Q3 2024 |
11,828
shares
|
$529,894
0.05% of portfolio
|
Q3 2024
Reduced 9.81%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
11,409
shares
|
$511,123
0.01% of portfolio
|
Q3 2024
Reduced 23.87%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
11,378
shares
|
$509,734
0.17% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
9,424
shares
|
$422,195
0.25% of portfolio
|
Q2 2023
Reduced 4.87%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
9,357
shares
|
$419,193
0.03% of portfolio
|
Q3 2024
Reduced 20.35%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
8,974
shares
|
$402,035
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
8,779
shares
|
$393,299
0.0% of portfolio
|
Q3 2024
Reduced 12.58%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
7,845
shares
|
$351,456
0.0% of portfolio
|
Q1 2021
Added 61.59%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
7,502
shares
|
$336,089
0.23% of portfolio
|
Q3 2024
Reduced 36.61%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
6,858
shares
|
$307,238
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
6,748
shares
|
$302,310
0.09% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,594
shares
|
$295,411
0.02% of portfolio
|
Q3 2024
Added 35.65%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,469
shares
|
$289,811
0.02% of portfolio
|
Q3 2024
Reduced 10.5%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
6,293
shares
|
$281,926
0.01% of portfolio
|
Q3 2024
Added 6.72%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
6,201
shares
|
$277,804
0.01% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
6,000
shares
|
$268,800
0.15% of portfolio
|
Q2 2024
Reduced 45.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,995
shares
|
$268,576
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
5,956
shares
|
$266,828
0.03% of portfolio
|
Q3 2024
Reduced 5.89%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
5,837
shares
|
$261,497
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
5,809
shares
|
$260,243
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
5,743
shares
|
$257,286
0.14% of portfolio
|
Q3 2024
Reduced 12.6%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
5,661
shares
|
$253,612
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
5,525
shares
|
$247,519
0.0% of portfolio
|
Q3 2024
Reduced 63.45%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,088
shares
|
$227,942
0.07% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
5,025
shares
|
$225,120
0.06% of portfolio
|
Q3 2024
Added 1.64%
|