Latest Institutional Transactions on First Tr Exchange Traded Fd Vi (ROBT)
This table provides information on the latest institutional transactions involving First Tr Exchange Traded Fd Vi (ROBT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.27K- 2.6% |
$97.5K - $109K
|
85.3K
$4.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.2KNew |
$266K - $298K
|
6.2K
$294K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-270- 35.02% |
$11.6K - $13K
|
501
$23.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-63- 1.97% |
$2.7K - $3.03K
|
3.14K
$149K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.99K- 11.04% |
$171K - $192K
|
32.2K
$1.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
143KNew |
$6.15M - $6.89M
|
143K
$6.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.74K- 9.98% |
$117K - $131K
|
24.7K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
340New |
$14.6K - $16.3K
|
340
$16.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.57K+ 8.01% |
$67.4K - $75.5K
|
21.2K
$1.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Sherman Asset Management, Inc.
Ventura, CA |
BUY
|
- |
1.01KNew |
$43.4K - $48.6K
|
1.01K
$48K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
2.26KNew |
$96.9K - $109K
|
2.26K
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
486+ 8.16% |
$20.8K - $23.4K
|
6.44K
$306K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
43+ 5.61% |
$1.84K - $2.07K
|
810
$38.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
4.61KNew |
$198K - $222K
|
4.61K
$219K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.09KNew |
$46.9K - $52.6K
|
1.09K
$51.9K
|
|
|
Feb 03, 2025
Q4 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
4+ 0.54% |
$172 - $192
|
746
$35.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-331- 7.14% |
$14.2K - $15.9K
|
4.31K
$204K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.63K- 2.35% |
$156K - $175K
|
151K
$7.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-453- 45.03% |
$19.4K - $21.8K
|
553
$26.3K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-19- 0.39% |
$815 - $913
|
4.9K
$232K
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
188+ 3.22% |
$8.06K - $9.03K
|
6.03K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-102- 0.86% |
$4.37K - $4.9K
|
11.8K
$558K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1+ 0.01% |
$42.9 - $48.1
|
11.4K
$542K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
817+ 16.56% |
$35K - $39.3K
|
5.75K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
21+ 0.44% |
$901 - $1.01K
|
4.77K
$227K
|
|
|
Jan 30, 2025
Q4 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-15.7K- 74.18% |
$673K - $754K
|
5.46K
$259K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$42.9 - $48.1
|
13.8K
$655K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
2.53KNew |
$109K - $122K
|
2.53K
$120K
|
|
|
Jan 28, 2025
Q4 2024
|
Slocum, Gordon & CO LLP
Newport, RI |
SELL
|
- |
-173K- 99.38% |
$7.42M - $8.32M
|
1.08K
$51.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
1.1KNew |
$47K - $52.6K
|
1.1K
$52K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
12+ 0.13% |
$515 - $577
|
8.99K
$427K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-335- 5.59% |
$14.4K - $16.1K
|
5.66K
$269K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.33K- 8.08% |
$143K - $160K
|
37.9K
$1.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
100New |
$4.29K - $4.81K
|
100
$4.75K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
10.7KNew |
$459K - $514K
|
10.7K
$508K
|
|
|
Jan 23, 2025
Q4 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.62% |
$42.9 - $48.1
|
162
$7.69K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
876+ 12.77% |
$37.6K - $42.1K
|
7.73K
$367K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.35K- 99.95% |
$401K - $449K
|
5
$237
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-2.53K- 6.59% |
$108K - $122K
|
35.8K
$1.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
139+ 2.06% |
$5.96K - $6.68K
|
6.89K
$327K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
38.1K+ 43.36% |
$1.64M - $1.83M
|
126K
$5.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
24+ 0.5% |
$1.03K - $1.15K
|
4.87K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.2K+ 6.89% |
$223K - $250K
|
80.6K
$3.83M
|
|
|
Jan 15, 2025
Q4 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-697- 13.87% |
$29.9K - $33.5K
|
4.33K
$205K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.94K+ 44.59% |
$126K - $141K
|
9.53K
$453K
|
|
|
Jan 14, 2025
Q4 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
14.5KNew |
$623K - $697K
|
14.5K
$689K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
707+ 126.7% |
$30.3K - $34K
|
1.27K
$60K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-7- 0.74% |
$300 - $336
|
944
$44.8K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1- 0.01% |
$42.9 - $48.1
|
11.9K
$566K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
12.5KNew |
$537K - $601K
|
12.5K
$594K
|