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 156 institutions that hold shares in the stock, with a total of 4.6 Million shares, which have been reported (via 13F filing form) to have a value of $190 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
4,896
shares
|
$201,862
0.0% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Peterson Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
4,867
shares
|
$200,666
0.05% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,773
shares
|
$196,790
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Legacy Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,600
shares
|
$189,658
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
4,328
shares
|
$178,443
0.14% of portfolio
|
Q4 2024
Reduced 13.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
4,307
shares
|
$177,577
0.0% of portfolio
|
Q4 2024
Reduced 7.14%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
4,180
shares
|
$172,341
0.01% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
3,961
shares
|
$163,312
0.0% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
3,626
shares
|
$149,499
0.0% of portfolio
|
Q4 2024
Reduced 34.37%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
3,345
shares
|
$137,914
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,142
shares
|
$129,544
0.0% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,530
shares
|
$104,311
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Graney & King, LLC
Latham, NY |
Feb 11, 2025 Q4 2024 |
2,318
shares
|
$95,571
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
2,137
shares
|
$88,108
0.01% of portfolio
|
Q1 2024
Added 15.39%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
1,905
shares
|
$78,543
0.03% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
1,888
shares
|
$77,842
0.01% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,750
shares
|
$72,152
0.0% of portfolio
|
Q4 2024
Reduced 8.52%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,599
shares
|
$65,926
0.01% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,095
shares
|
$45,146
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,094
shares
|
$45,105
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
1,077
shares
|
$44,404
0.04% of portfolio
|
Q4 2024
Reduced 99.38%
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Apr 14, 2025 Q1 2025 |
1,011
shares
|
$41,683
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
944
shares
|
$38,921
0.01% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
932
shares
|
$38,426
0.01% of portfolio
|
Q1 2025
Reduced 26.32%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
859
shares
|
$35,416
0.0% of portfolio
|
Q4 2024
Reduced 28.95%
|