Purchases and Sales Made in Q1 2025 in First Tr Exchange Traded Fd Vi (ROBT)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (ROBT) during Q1 2025. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD VI.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
105K+ 54.85% |
$4.27M - $5.14M
|
296K
$14.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
70.4KNew |
$2.86M - $3.44M
|
70.4K
$3.38M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
46.3K+ 485.49% |
$1.88M - $2.26M
|
55.8K
$2.68M
|
|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
31.9KNew |
$1.3M - $1.56M
|
31.9K
$1.53M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
25.7K+ 9.2% |
$1.05M - $1.26M
|
305K
$14.7M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
20.7K+ 8.8% |
$840K - $1.01M
|
256K
$12.3M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
20.4KNew |
$831K - $999K
|
20.4K
$982K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
15.9K+ 19.69% |
$645K - $776K
|
96.5K
$4.64M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15KNew |
$609K - $732K
|
15K
$720K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
14K+ 9.22% |
$571K - $686K
|
166K
$7.99M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.9K+ 16.3% |
$565K - $680K
|
99.2K
$4.77M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
13.6K+ 5.19% |
$553K - $665K
|
276K
$13.2M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.5KNew |
$551K - $663K
|
13.5K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.2K+ 56.26% |
$497K - $597K
|
33.9K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
9.88K+ 7.05% |
$402K - $483K
|
150K
$7.2M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
9.76K+ 3.55% |
$397K - $478K
|
285K
$13.7M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
9.4K+ 7.43% |
$382K - $460K
|
136K
$6.54M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.97K+ 19.03% |
$324K - $390K
|
49.8K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
7.9KNew |
$321K - $387K
|
7.9K
$380K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
7.76K+ 5.15% |
$316K - $380K
|
159K
$7.63M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.24K+ 1.07% |
$295K - $354K
|
683K
$32.8M
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
5.5K+ 88.7% |
$224K - $269K
|
11.7K
$563K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5.44K+ 108800.0% |
$221K - $266K
|
5.45K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.51K+ 39.49% |
$183K - $220K
|
15.9K
$765K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.44K+ 7.55% |
$181K - $217K
|
63.2K
$3.04M
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.96K+ 12.31% |
$161K - $194K
|
36.1K
$1.74M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
BUY
|
- |
3.82K+ 2.92% |
$155K - $187K
|
135K
$6.47M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.75K+ 58.21% |
$153K - $183K
|
10.2K
$490K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
3.73K+ 58.77% |
$152K - $182K
|
10.1K
$484K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.52K+ 2.45% |
$143K - $172K
|
147K
$7.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.21K+ 41.54% |
$131K - $157K
|
10.9K
$526K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.96K+ 27.7% |
$120K - $145K
|
13.7K
$657K
|
|
|
Apr 30, 2025
Q1 2025
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.94K+ 8.2% |
$119K - $144K
|
38.8K
$1.86M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.53K+ 100.0% |
$103K - $124K
|
5.06K
$243K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.05K+ 36.18% |
$83.3K - $100K
|
7.71K
$371K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.89K+ 16.03% |
$77K - $92.6K
|
13.7K
$659K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.89K+ 23.24% |
$76.9K - $92.6K
|
10K
$482K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.88K+ 1.41% |
$76.6K - $92.2K
|
135K
$6.51M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.86K+ 27.56% |
$75.7K - $91K
|
8.61K
$414K
|
|
|
May 13, 2025
Q1 2025
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 3.22% |
$63K - $75.7K
|
49.7K
$2.39M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.4K+ 79.94% |
$56.9K - $68.4K
|
3.15K
$151K
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
1.17K+ 25.36% |
$47.6K - $57.2K
|
5.78K
$278K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
1.05KNew |
$42.5K - $51.1K
|
1.05K
$50.2K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
989+ 3.24% |
$40.2K - $48.4K
|
31.5K
$1.51M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
781+ 13.58% |
$31.8K - $38.2K
|
6.53K
$314K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
619+ 7.3% |
$25.2K - $30.3K
|
9.1K
$438K
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
373New |
$15.2K - $18.2K
|
373
$17.9K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
356+ 7.46% |
$14.5K - $17.4K
|
5.13K
$247K
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
300New |
$12.2K - $14.7K
|
300
$14.4K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
292+ 0.84% |
$11.9K - $14.3K
|
35K
$1.68M
|