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 |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
155
shares
|
$6,944
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
152
shares
|
$6,809
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
120
shares
|
$5,376
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
101
shares
|
$4,524
0.0% of portfolio
|
Q3 2024
Added 62.9%
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
71
shares
|
$3,180
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
60
shares
|
$2,688
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
49
shares
|
$2,195
0.0% of portfolio
|
Q4 2020
Reduced 97.35%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
45
shares
|
$2,015
0.0% of portfolio
|
Q3 2024
Reduced 86.07%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
35
shares
|
$1,568
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
20
shares
|
$896
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
5
shares
|
$224
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
5
shares
|
$224
0.0% of portfolio
|
Q3 2024
Reduced 97.22%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
2
shares
|
$89
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1
shares
|
$44
0.0% of portfolio
|
Q1 2024
Reduced 98.9%
|