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 181 institutions that hold shares in the stock, with a total of 5.91 Million shares, which have been reported (via 13F filing form) to have a value of $306 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
12,374
shares
|
$641,715
0.02% of portfolio
|
Q3 2025
Reduced 17.41%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
12,366
shares
|
$641,300
0.05% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
11,597
shares
|
$601,420
0.1% of portfolio
|
Q3 2025
Added 5.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
11,585
shares
|
$600,798
0.01% of portfolio
|
Q3 2025
Added 43.29%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
11,118
shares
|
$576,579
0.09% of portfolio
|
Q3 2025
Added 12.83%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,324
shares
|
$535,402
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
10,065
shares
|
$521,970
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
10,032
shares
|
$520,259
0.0% of portfolio
|
Q1 2025
Added 23.24%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
9,799
shares
|
$508,176
0.0% of portfolio
|
Q3 2025
Added 145.53%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
9,692
shares
|
$502,627
0.0% of portfolio
|
Q3 2025
Added 33.48%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
9,548
shares
|
$495,159
0.0% of portfolio
|
Q3 2025
Added 121.43%
|
|
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
9,491
shares
|
$492,203
0.37% of portfolio
|
Q2 2025
Reduced 6.28%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
9,427
shares
|
$488,884
0.05% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2025 Q3 2025 |
9,424
shares
|
$488,728
0.25% of portfolio
|
Q2 2023
Reduced 4.87%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
8,793
shares
|
$456,004
0.02% of portfolio
|
Q3 2025
Added 6.93%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
8,575
shares
|
$444,699
0.03% of portfolio
|
Q4 2025
Reduced 4.47%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,541
shares
|
$442,936
0.0% of portfolio
|
Q2 2025
Reduced 6.14%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
8,246
shares
|
$427,637
0.09% of portfolio
|
Q3 2025
Added 12.62%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
8,230
shares
|
$426,807
0.12% of portfolio
|
Q3 2025
Reduced 7.68%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
8,159
shares
|
$423,125
0.0% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
7,845
shares
|
$406,841
0.0% of portfolio
|
Q1 2021
Added 61.59%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 30, 2025 Q3 2025 |
7,845
shares
|
$406,841
0.14% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
7,189
shares
|
$372,821
0.0% of portfolio
|
Q3 2025
Added 21.7%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
6,892
shares
|
$357,419
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
6,517
shares
|
$337,971
0.02% of portfolio
|
Q3 2025
Added 27.61%
|
|