Wmg Financial Advisors, LLC First Tr Exchange Traded Fd Vi Transaction History

Wmg Financial Advisors, LLC

$215 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 18, 2022	SELL	$42.76 - $55.48 $177,197 - $229,909	-4,144 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$52.43 - $57.97 $217,269 - $240,227	4,144 New	4,144 $228,000

Others Institutions Holding ROBT

# of Institutions

152

Shares Held

5.06M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

676K
Shares

$32.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

280K
Shares

$13.5 Million
0.0% of portfolio
Royal Bank Of Canada Toronto, A6

272K
Shares

$13.1 Million
0.0% of portfolio
Northwestern Mutual Wealth Management CO

262K
Shares

$12.6 Million
0.01% of portfolio
Baird Financial Group, Inc. Milwaukee, WI

256K
Shares

$12.3 Million
0.02% of portfolio

About FIRST TR EXCHANGE-TRADED FD VI

Ticker ROBT
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