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 |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
231
shares
|
$9,972
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
225
shares
|
$9,713
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
187
shares
|
$8,072
0.0% of portfolio
|
Q1 2023
Added 0.54%
|
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
180
shares
|
$7,770
0.0% of portfolio
|
Q3 2023
Added 3500.0%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
180
shares
|
$7,770
0.0% of portfolio
|
Q3 2023
Added 3500.0%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
170
shares
|
$7,338
0.0% of portfolio
|
Q2 2024
Added 240.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Oct 22, 2024 Q3 2024 |
161
shares
|
$6,950
0.0% of portfolio
|
Q1 2024
Reduced 59.55%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
155
shares
|
$6,691
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
152
shares
|
$6,561
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
120
shares
|
$5,180
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
120
shares
|
$5,180
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
71
shares
|
$3,065
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
69
shares
|
$2,978
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
62
shares
|
$2,676
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
60
shares
|
$2,590
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
49
shares
|
$2,115
0.0% of portfolio
|
Q4 2020
Reduced 97.35%
|
|
|
Concord Wealth Partners
|
Oct 24, 2024 Q3 2024 |
35
shares
|
$1,510
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
20
shares
|
$863
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
1
shares
|
$43
0.0% of portfolio
|
Q1 2024
Reduced 98.9%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|