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 |
---|---|---|---|---|---|---|---|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-295- 4.12% |
$11.3K - $13.3K
|
6.86K
$296K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.38K- 5.49% |
$168K - $197K
|
75.4K
$3.26M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.19% |
$115 - $135
|
1.59K
$68.7K
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.3K- 27.42% |
$1.04M - $1.22M
|
72.1K
$3.11M
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.73K+ 35.65% |
$66.4K - $77.9K
|
6.59K
$285K
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.84KNew |
$186K - $218K
|
4.84K
$209K
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-215- 4.33% |
$8.24K - $9.66K
|
4.75K
$205K
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-839- 2.14% |
$32.2K - $37.7K
|
38.3K
$1.66M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.44K- 16.96% |
$93.4K - $109K
|
11.9K
$515K
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
986New |
$37.8K - $44.3K
|
986
$42.6K
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.33K- 36.61% |
$166K - $195K
|
7.5K
$324K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1K- 51.26% |
$38.3K - $45K
|
951
$41.1K
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.17K- 19.16% |
$44.8K - $52.5K
|
4.93K
$213K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-271K- 88.11% |
$10.4M - $12.2M
|
36.6K
$1.58M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.46K- 8.23% |
$133K - $155K
|
38.6K
$1.66M
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
81+ 1.64% |
$3.1K - $3.64K
|
5.03K
$217K
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.71K- 8.98% |
$104K - $122K
|
27.4K
$1.18M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78.4K- 56.83% |
$3M - $3.52M
|
59.5K
$2.57M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6KNew |
$230K - $269K
|
6K
$259K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-470- 31.84% |
$18K - $21.1K
|
1.01K
$43.4K
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
461+ 7.33% |
$17.7K - $20.7K
|
6.75K
$291K
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.39K- 20.35% |
$91.6K - $107K
|
9.36K
$404K
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
25.9K+ 41.77% |
$994K - $1.17M
|
88K
$3.8M
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
448New |
$17.2K - $20.1K
|
448
$19.3K
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-14K- 31.61% |
$538K - $630K
|
30.3K
$1.31M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1K- 20.22% |
$38.5K - $45.1K
|
3.96K
$171K
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-201- 1.74% |
$7.7K - $9.03K
|
11.4K
$491K
|
|
Q2 2024 | |||||||
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.7K- 10.16% |
$1.33M - $1.47M
|
289K
$12.5M
|
|
Aug 30, 2024
Q2 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
952New |
$38.9K - $42.6K
|
952
$41.1K
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-27.8K- 34.61% |
$1.14M - $1.25M
|
52.6K
$2.27M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
9.72K+ 7.09% |
$397K - $436K
|
147K
$6.34M
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
75+ 30.0% |
$3.06K - $3.36K
|
325
$14K
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
14KNew |
$573K - $628K
|
14K
$606K
|
|
Aug 15, 2024
Q2 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.13K+ 0.78% |
$86.9K - $95.4K
|
276K
$11.9M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.6K+ 13.2% |
$1.05M - $1.15M
|
220K
$9.48M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.69K- 10.54% |
$110K - $121K
|
22.8K
$986K
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
550+ 34.27% |
$22.5K - $24.6K
|
2.16K
$93K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$16.3K - $17.9K
|
400
$17.3K
|
|
Aug 14, 2024
Q2 2024
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.33K+ 4.3% |
$177K - $194K
|
105K
$4.53M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-70.3K- 23.08% |
$2.87M - $3.15M
|
234K
$10.1M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-230K- 43.68% |
$9.41M - $10.3M
|
297K
$12.8M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
20K+ 84.41% |
$818K - $898K
|
43.8K
$1.89M
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.03K+ 98.43% |
$287K - $315K
|
14.2K
$612K
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.01K+ 9.49% |
$82.2K - $90.2K
|
23.2K
$1M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
29.2K+ 18.81% |
$1.19M - $1.31M
|
184K
$7.96M
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-66- 1.2% |
$2.69K - $2.96K
|
5.42K
$234K
|
|
Aug 14, 2024
Q2 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
32.7K+ 234.47% |
$1.33M - $1.46M
|
46.6K
$2.01M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
21.8KNew |
$890K - $977K
|
21.8K
$942K
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
125KNew |
$5.11M - $5.61M
|
125K
$5.41M
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
632+ 11.72% |
$25.8K - $28.3K
|
6.03K
$260K
|