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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$224,000
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,933
shares
|
$220,998
0.0% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
4,915
shares
|
$220,192
0.0% of portfolio
|
Q3 2024
Reduced 18.21%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,843
shares
|
$216,966
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,752
shares
|
$212,889
0.01% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,520
shares
|
$202,496
0.01% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,961
shares
|
$177,452
0.0% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
3,391
shares
|
$151,916
0.0% of portfolio
|
Q3 2024
Reduced 11.72%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
3,205
shares
|
$143,584
0.0% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
2,137
shares
|
$95,737
0.01% of portfolio
|
Q1 2024
Added 15.39%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,915
shares
|
$85,792
0.03% of portfolio
|
Q3 2024
Reduced 11.14%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,913
shares
|
$85,702
0.0% of portfolio
|
Q3 2024
Reduced 27.54%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
1,904
shares
|
$85,299
0.01% of portfolio
|
Q3 2024
Reduced 5.41%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,591
shares
|
$71,276
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
1,209
shares
|
$54,163
0.0% of portfolio
|
Q3 2024
Added 272.0%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
1,150
shares
|
$51,520
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,006
shares
|
$45,068
0.0% of portfolio
|
Q3 2024
Reduced 31.84%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
986
shares
|
$44,172
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
951
shares
|
$42,604
0.01% of portfolio
|
Q3 2024
Reduced 51.26%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
852
shares
|
$38,169
0.01% of portfolio
|
Q2 2021
Added 91.03%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
772
shares
|
$34,585
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
771
shares
|
$34,540
0.0% of portfolio
|
Q3 2024
Reduced 97.3%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
742
shares
|
$33,241
0.02% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
620
shares
|
$27,776
0.0% of portfolio
|
Q3 2024
Reduced 56.49%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
616
shares
|
$27,596
0.0% of portfolio
|
Q1 2022
New holding
|