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 156 institutions that hold shares in the stock, with a total of 4.6 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
37,870
shares
|
$1.56 Million
0.28% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,582
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.11%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
35,819
shares
|
$1.48 Million
0.42% of portfolio
|
Q4 2024
Reduced 6.59%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
35,520
shares
|
$1.46 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
34,722
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
32,157
shares
|
$1.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.04%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
31,912
shares
|
$1.32 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
30,512
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Added 799.79%
|
|
|
Hancock Prospecting Pty LTD
West Perth, C3 |
Feb 14, 2025 Q4 2024 |
27,460
shares
|
$1.13 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Flaharty Asset Management, LLC
|
Feb 05, 2025 Q4 2024 |
24,680
shares
|
$1.02 Million
0.17% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
23,360
shares
|
$963,132
0.01% of portfolio
|
Q4 2024
Added 2.46%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
21,710
shares
|
$895,103
0.0% of portfolio
|
Q4 2024
Added 25.12%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
21,205
shares
|
$874,282
0.06% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Mar 07, 2025 Q4 2024 |
16,770
shares
|
$691,427
0.23% of portfolio
|
Q4 2024
Added 47.39%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
14,966
shares
|
$617,048
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Brendel Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
14,514
shares
|
$598,412
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
13,789
shares
|
$568,520
0.07% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
13,331
shares
|
$549,637
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
12,518
shares
|
$516,117
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Feb 13, 2025 Q4 2024 |
11,808
shares
|
$486,843
0.05% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
11,753
shares
|
$484,576
0.2% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
11,410
shares
|
$470,434
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
10,693
shares
|
$440,872
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Apr 16, 2025 Q1 2025 |
10,127
shares
|
$417,536
0.34% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
9,534
shares
|
$393,086
0.03% of portfolio
|
Q4 2024
Added 44.59%
|