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 185 institutions that hold shares in the stock, with a total of 5.92 Million shares, which have been reported (via 13F filing form) to have a value of $307 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
772
shares
|
$40,035
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
755
shares
|
$39,154
0.0% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
620
shares
|
$32,153
0.0% of portfolio
|
Q3 2024
Reduced 56.49%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
616
shares
|
$31,945
0.0% of portfolio
|
Q3 2025
Reduced 56.03%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
520
shares
|
$26,967
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
510
shares
|
$26,448
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
507
shares
|
$26,293
0.01% of portfolio
|
Q2 2025
Reduced 53.7%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
500
shares
|
$25,930
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
425
shares
|
$22,040
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Evelyn Partners Asset Management LTD
London, |
Nov 14, 2025 Q3 2025 |
409
shares
|
$21,210
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
400
shares
|
$20,744
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
384
shares
|
$19,914
0.01% of portfolio
|
Q3 2025
Reduced 28.49%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
372
shares
|
$19,291
0.0% of portfolio
|
Q3 2021
Added 30.99%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
325
shares
|
$16,854
0.0% of portfolio
|
Q4 2023
Added 591.49%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
300
shares
|
$15,558
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
300
shares
|
$15,558
0.0% of portfolio
|
Q2 2024
Reduced 25.74%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
280
shares
|
$14,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
275
shares
|
$14,261
0.0% of portfolio
|
Q2 2024
Reduced 29.49%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
258
shares
|
$13,379
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
250
shares
|
$12,965
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
245
shares
|
$12,705
0.01% of portfolio
|
Q2 2024
Reduced 85.51%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
240
shares
|
$12,446
0.0% of portfolio
|
Q1 2025
Reduced 29.41%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
231
shares
|
$11,979
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
230
shares
|
$11,927
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
200
shares
|
$10,372
0.0% of portfolio
|
Q3 2025
New holding
|
|