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 |
|---|---|---|---|---|---|
|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
5,000
shares
|
$215,850
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
4,933
shares
|
$212,957
0.0% of portfolio
|
Q3 2024
Reduced 19.16%
|
|
|
Peterson Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,843
shares
|
$209,072
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,752
shares
|
$205,143
0.01% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
4,520
shares
|
$195,128
0.01% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,961
shares
|
$170,996
0.0% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,841
shares
|
$165,815
0.01% of portfolio
|
Q2 2024
Reduced 6.68%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
3,589
shares
|
$154,937
0.0% of portfolio
|
Q2 2024
Reduced 13.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
2,640
shares
|
$113,968
0.01% of portfolio
|
Q1 2024
Added 20.19%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
2,217
shares
|
$95,707
0.0% of portfolio
|
Q2 2024
Added 22.96%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
2,155
shares
|
$93,031
0.03% of portfolio
|
Q2 2024
Added 34.27%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
2,137
shares
|
$92,254
0.01% of portfolio
|
Q1 2024
Added 15.39%
|
|
|
Main Management LLC
San Francisco, CA |
Aug 15, 2024 Q2 2024 |
2,013
shares
|
$86,901
0.01% of portfolio
|
Q4 2023
Reduced 23.23%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
1,900
shares
|
$82,023
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,591
shares
|
$68,683
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2024 Q2 2024 |
1,425
shares
|
$61,517
0.0% of portfolio
|
Q3 2023
Reduced 29.47%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
1,150
shares
|
$49,645
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 05, 2024 Q2 2024 |
1,077
shares
|
$46,494
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,006
shares
|
$43,429
0.0% of portfolio
|
Q3 2024
Reduced 31.84%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
986
shares
|
$42,565
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 30, 2024 Q2 2024 |
952
shares
|
$41,097
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
951
shares
|
$41,054
0.01% of portfolio
|
Q3 2024
Reduced 51.26%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
852
shares
|
$36,780
0.01% of portfolio
|
Q2 2021
Added 91.03%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
772
shares
|
$33,327
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
742
shares
|
$32,032
0.02% of portfolio
|
Q2 2024
Added 0.13%
|