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 $245 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
13,115
shares
|
$566,174
0.05% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
11,961
shares
|
$516,356
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
11,926
shares
|
$514,845
0.0% of portfolio
|
Q3 2024
Reduced 16.96%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
11,378
shares
|
$491,188
0.17% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
10,839
shares
|
$467,919
0.27% of portfolio
|
Q2 2024
Reduced 12.28%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
10,042
shares
|
$433,513
0.0% of portfolio
|
Q2 2024
Added 28.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
9,357
shares
|
$403,941
0.03% of portfolio
|
Q3 2024
Reduced 20.35%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 13, 2024 Q2 2024 |
7,845
shares
|
$338,668
0.0% of portfolio
|
Q1 2021
Added 61.59%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
7,502
shares
|
$323,861
0.23% of portfolio
|
Q3 2024
Reduced 36.61%
|
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
7,228
shares
|
$312,032
0.02% of portfolio
|
Q2 2024
Added 19.95%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
6,858
shares
|
$296,059
0.03% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 15, 2024 Q3 2024 |
6,748
shares
|
$291,311
0.09% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
6,594
shares
|
$284,662
0.02% of portfolio
|
Q3 2024
Added 35.65%
|
|
|
Cottage Street Advisors LLC
|
Jul 23, 2024 Q2 2024 |
6,571
shares
|
$283,670
0.16% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
6,434
shares
|
$277,755
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
6,329
shares
|
$273,222
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
6,025
shares
|
$260,099
0.0% of portfolio
|
Q2 2024
Added 11.72%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
6,009
shares
|
$259,408
0.0% of portfolio
|
Q2 2024
Reduced 19.91%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
6,000
shares
|
$259,020
0.15% of portfolio
|
Q2 2024
Reduced 45.45%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,995
shares
|
$258,804
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
5,897
shares
|
$254,573
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
5,809
shares
|
$250,774
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
5,661
shares
|
$244,385
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,418
shares
|
$233,895
0.07% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
5,025
shares
|
$216,929
0.06% of portfolio
|
Q3 2024
Added 1.64%
|