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 146 institutions that hold shares in the stock, with a total of 5.54 Million shares, which have been reported (via 13F filing form) to have a value of $239 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
52,568
shares
|
$2.27 Million
0.01% of portfolio
|
Q2 2024
Reduced 34.61%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
46,622
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2024
Added 234.47%
|
|
|
Sargent Investment Group, LLC
|
Aug 09, 2024 Q2 2024 |
44,455
shares
|
$1.92 Million
0.39% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
43,799
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2024
Added 84.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
38,552
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.23%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
38,348
shares
|
$1.66 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
37,119
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2024
Added 9.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,582
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 88.11%
|
|
|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
36,166
shares
|
$1.56 Million
0.12% of portfolio
|
Q2 2024
Added 23.53%
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
30,338
shares
|
$1.31 Million
0.27% of portfolio
|
Q3 2024
Reduced 31.61%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
28,579
shares
|
$1.23 Million
0.0% of portfolio
|
Q2 2024
Added 12.07%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
27,416
shares
|
$1.18 Million
0.18% of portfolio
|
Q3 2024
Reduced 8.98%
|
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
23,630
shares
|
$1.02 Million
0.63% of portfolio
|
Q2 2024
Added 18.96%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
23,231
shares
|
$1 Million
0.01% of portfolio
|
Q2 2024
Added 9.49%
|
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
22,983
shares
|
$992,176
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
22,846
shares
|
$986,261
0.01% of portfolio
|
Q2 2024
Reduced 10.54%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
22,360
shares
|
$965,281
0.02% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
21,811
shares
|
$941,580
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
16,543
shares
|
$714,161
0.07% of portfolio
|
Q2 2024
Added 8.07%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
15,115
shares
|
$652,514
0.01% of portfolio
|
Q2 2024
Reduced 11.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
14,986
shares
|
$646,945
0.01% of portfolio
|
Q2 2024
Reduced 6.73%
|
|
|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
14,752
shares
|
$636,843
0.05% of portfolio
|
Q1 2024
Reduced 14.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
14,174
shares
|
$611,891
0.0% of portfolio
|
Q2 2024
Added 98.43%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
14,026
shares
|
$605,502
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
13,349
shares
|
$576,276
0.01% of portfolio
|
Q2 2024
Reduced 1.88%
|