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 141 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 $228 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
616
shares
|
$27,855
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
600
shares
|
$27,132
0.01% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
597
shares
|
$26,996
0.0% of portfolio
|
Q2 2024
Reduced 60.52%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
558
shares
|
$25,232
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
550
shares
|
$24,871
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
544
shares
|
$24,599
0.01% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
530
shares
|
$23,966
0.01% of portfolio
|
Q2 2024
Reduced 37.57%
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
518
shares
|
$23,423
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
500
shares
|
$22,610
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Oct 11, 2024 Q3 2024 |
448
shares
|
$20,258
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
425
shares
|
$19,218
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
400
shares
|
$18,088
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
388
shares
|
$17,545
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
372
shares
|
$16,821
0.0% of portfolio
|
Q3 2021
Added 30.99%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
325
shares
|
$14,696
0.0% of portfolio
|
Q4 2023
Added 591.49%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
300
shares
|
$13,566
0.0% of portfolio
|
Q2 2024
Reduced 25.74%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
280
shares
|
$12,661
0.0% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
275
shares
|
$12,435
0.0% of portfolio
|
Q2 2024
Reduced 29.49%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
258
shares
|
$11,666
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
250
shares
|
$11,305
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
245
shares
|
$11,078
0.01% of portfolio
|
Q2 2024
Reduced 85.51%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
231
shares
|
$10,445
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
200
shares
|
$9,044
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
187
shares
|
$8,456
0.0% of portfolio
|
Q1 2023
Added 0.54%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
170
shares
|
$7,687
0.0% of portfolio
|
Q2 2024
Added 240.0%
|