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 |
---|---|---|---|---|---|---|---|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
199+ 1.49% |
$8.09K - $9.74K
|
13.5K
$651K
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
185+ 2.69% |
$7.52K - $9.05K
|
7.07K
$340K
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
166+ 4.19% |
$6.75K - $8.12K
|
4.13K
$198K
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
160+ 3.08% |
$6.51K - $7.83K
|
5.36K
$258K
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
154+ 26.46% |
$6.26K - $7.53K
|
736
$35.4K
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
115+ 1.91% |
$4.68K - $5.63K
|
6.14K
$295K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
105+ 36.84% |
$4.27K - $5.14K
|
390
$18.8K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
95New |
$3.86K - $4.65K
|
95
$4.57K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
81+ 0.65% |
$3.29K - $3.96K
|
12.6K
$606K
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
BUY
|
- |
77New |
$3.13K - $3.77K
|
77
$3.7K
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
50New |
$2.03K - $2.45K
|
50
$2.4K
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
7New |
$285 - $342
|
7
$337
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
3New |
$122 - $147
|
3
$144
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
SELL
|
- |
-24- 0.24% |
$976 - $1.17K
|
10.1K
$487K
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-53- 6.54% |
$2.16K - $2.59K
|
757
$36.4K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-88- 17.56% |
$3.58K - $4.3K
|
413
$19.9K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-100- 29.41% |
$4.07K - $4.89K
|
240
$11.5K
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-135- 14.3% |
$5.49K - $6.6K
|
809
$38.9K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-221- 2.46% |
$8.99K - $10.8K
|
8.77K
$421K
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-250- 13.12% |
$10.2K - $12.2K
|
1.66K
$79.6K
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
SELL
|
- |
-333- 26.32% |
$13.5K - $16.3K
|
932
$44.8K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-447- 12.33% |
$18.2K - $21.9K
|
3.18K
$153K
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-550- 2.35% |
$22.4K - $26.9K
|
22.8K
$1.1M
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-580- 1.29% |
$23.6K - $28.4K
|
44.5K
$2.14M
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-801- 42.43% |
$32.6K - $39.2K
|
1.09K
$52.3K
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-817- 13.45% |
$33.2K - $40K
|
5.26K
$253K
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-845- 12.33% |
$34.4K - $41.3K
|
6.01K
$289K
|
|
May 05, 2025
Q1 2025
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.03K- 2.71% |
$41.7K - $50.1K
|
36.8K
$1.77M
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.48K- 4.17% |
$60.2K - $72.4K
|
34K
$1.64M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.84K- 19.15% |
$74.8K - $90K
|
7.77K
$373K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.11K- 93.36% |
$85.8K - $103K
|
150
$7.21K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.18K- 5.13% |
$88.6K - $107K
|
40.3K
$1.94M
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2.53K- 50.0% |
$103K - $124K
|
2.53K
$122K
|
|
May 14, 2025
Q1 2025
|
Accredited Wealth Management, LLC
Louisville, KY |
SELL
|
- |
-3.16K- 94.47% |
$129K - $155K
|
185
$8.89K
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4.18KClosed |
$170K - $204K
|
0
$0
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.94K- 13.0% |
$323K - $388K
|
53.1K
$2.56M
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-12.3K- 20.19% |
$500K - $602K
|
48.6K
$2.34M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-19.4K- 91.65% |
$790K - $951K
|
1.77K
$85.1K
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-24.4K- 98.76% |
$991K - $1.19M
|
307
$14.8K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-41.2K- 16.76% |
$1.68M - $2.02M
|
205K
$9.84M
|