Purchases and Sales Made in Q4 2024 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 Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
143KNew |
$6.15M - $6.89M
|
143K
$6.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
38.1K+ 43.36% |
$1.64M - $1.83M
|
126K
$5.52M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Prospecting Pty LTD
West Perth, C3 |
BUY
|
- |
27.5KNew |
$1.18M - $1.32M
|
27.5K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27.1K+ 799.79% |
$1.16M - $1.3M
|
30.5K
$1.33M
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
18.5K+ 7.21% |
$793K - $888K
|
275K
$12M
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14.5KNew |
$623K - $697K
|
14.5K
$635K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.5KNew |
$537K - $601K
|
12.5K
$548K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.7KNew |
$459K - $514K
|
10.7K
$468K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
10.2KNew |
$435K - $488K
|
10.2K
$444K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
9.15K+ 7.52% |
$392K - $440K
|
131K
$5.72M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
8.14KNew |
$349K - $391K
|
8.14K
$356K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
7.19K+ 6.02% |
$309K - $346K
|
127K
$5.54M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.18K+ 2.82% |
$308K - $345K
|
262K
$11.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
6.85KNew |
$294K - $329K
|
6.85K
$300K
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.2KNew |
$266K - $298K
|
6.2K
$271K
|
|
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.39K+ 47.39% |
$231K - $259K
|
16.8K
$734K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.2K+ 6.89% |
$223K - $250K
|
80.6K
$3.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
5.09KNew |
$218K - $244K
|
5.09K
$222K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.61KNew |
$198K - $222K
|
4.61K
$202K
|
|
|
Feb 14, 2025
Q4 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
4.6KNew |
$197K - $221K
|
4.6K
$201K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.59K+ 12.11% |
$197K - $220K
|
42.5K
$1.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
4.36K+ 25.12% |
$187K - $209K
|
21.7K
$950K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
3.35KNew |
$143K - $161K
|
3.35K
$146K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.94K+ 44.59% |
$126K - $141K
|
9.53K
$417K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
2.84K+ 2.17% |
$122K - $136K
|
133K
$5.84M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.53KNew |
$109K - $122K
|
2.53K
$111K
|
|
|
Feb 11, 2025
Q4 2024
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
2.32KNew |
$99.4K - $111K
|
2.32K
$101K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.26KNew |
$96.9K - $109K
|
2.26K
$98.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 8.01% |
$67.4K - $75.5K
|
21.2K
$928K
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.26K+ 24.67% |
$53.8K - $60.3K
|
6.34K
$278K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.1KNew |
$47K - $52.6K
|
1.1K
$47.9K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$46.9K - $52.6K
|
1.09K
$47.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.01KNew |
$43.4K - $48.6K
|
1.01K
$44.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
876+ 12.77% |
$37.6K - $42.1K
|
7.73K
$338K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
817+ 16.56% |
$35K - $39.3K
|
5.75K
$252K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
707+ 126.7% |
$30.3K - $34K
|
1.27K
$55.3K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
582New |
$25K - $28K
|
582
$25.5K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
561+ 2.46% |
$24.1K - $27K
|
23.4K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
486+ 8.16% |
$20.8K - $23.4K
|
6.44K
$282K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
459+ 7.29% |
$19.7K - $22.1K
|
6.75K
$295K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
340New |
$14.6K - $16.3K
|
340
$14.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
285New |
$12.2K - $13.7K
|
285
$12.5K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
230New |
$9.86K - $11.1K
|
230
$10.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
201+ 4.02% |
$8.62K - $9.66K
|
5.2K
$228K
|
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
BUY
|
- |
201+ 38.8% |
$8.62K - $9.66K
|
719
$31.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
188+ 3.22% |
$8.06K - $9.03K
|
6.03K
$264K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
139+ 2.06% |
$5.96K - $6.68K
|
6.89K
$301K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
113New |
$4.85K - $5.43K
|
113
$4.94K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.29K - $4.81K
|
100
$4.38K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
90New |
$3.86K - $4.32K
|
90
$3.94K
|