Ifg Advisory, LLC First Tr Exchange Traded Fd Vi Transaction History

Ifg Advisory, LLC

$2.09 Billion
Q3 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	SELL	$35.38 - $48.3 $22,430 - $30,622	-634 Reduced 12.47%	4,451 $214,000
Q4 2024 Feb 14, 2025	BUY	$42.89 - $48.05 $218,095 - $244,334	5,085 New	5,085 $229,000
Q2 2024 Jul 30, 2024	BUY	$40.82 - $44.8 $252,634 - $277,267	6,189 New	6,189 $262,000
Q4 2023 Jan 17, 2024	SELL	$36.56 - $46.01 $4,240 - $5,337	-116 Reduced 1.6%	7,150 $325,000
Q3 2023 Nov 13, 2023	BUY	$39.56 - $47.44 $287,442 - $344,699	7,266 New	7,266 $294,000

Q1 2023 Apr 26, 2023	SELL	$35.93 - $43.3 $8,263 - $9,959	-230 Reduced 3.62%	6,128 $261,000
Q4 2022 Jan 31, 2023	BUY	$32.83 - $39.03 $3,676 - $4,371	112 Added 1.79%	6,358 $227,000
Q3 2022 Oct 28, 2022	SELL	$33.66 - $43.29 $24,167 - $31,082	-718 Reduced 10.31%	6,246 $210,000
Q2 2022 Aug 04, 2022	BUY	$36.46 - $48.29 $23,771 - $31,485	652 Added 10.33%	6,964 $258,000
Q1 2022 May 04, 2022	BUY	$42.76 - $55.48 $40,664 - $52,761	951 Added 17.74%	6,312 $298,000
Q3 2021 Oct 12, 2021	BUY	$51.7 - $57.51 $54,181 - $60,270	1,048 Added 24.3%	5,361 $287,000
Q2 2021 Jul 21, 2021	BUY	$48.86 - $55.07 $97 - $110	2 Added 0.05%	4,313 $234,000
Q1 2021 Apr 19, 2021	SELL	$49.93 - $59.27 $898 - $1,066	-18 Reduced 0.42%	4,311 $224,000
Q4 2020 Feb 08, 2021	BUY	$38.75 - $50.28 $167,748 - $217,662	4,329 New	4,329 $217,000

Others Institutions Holding ROBT

# of Institutions

183

Shares Held

5.92M

Call Options Held

5.3K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

895K
Shares

$46.4 Million
0.01% of portfolio
Morgan Stanley New York, NY

538K
Shares

$27.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

407K
Shares

$21.1 Million
0.0% of portfolio
Wells Fargo & Company San Francisco, CA

340K
Shares

$17.6 Million
0.0% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

247K
Shares

$12.8 Million
0.02% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
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