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 |
|---|---|---|---|---|---|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
245
shares
|
$10,101
0.01% of portfolio
|
Q2 2024
Reduced 85.51%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
231
shares
|
$9,524
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
230
shares
|
$9,482
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
200
shares
|
$8,246
0.0% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
187
shares
|
$7,710
0.0% of portfolio
|
Q1 2023
Added 0.54%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
170
shares
|
$7,009
0.0% of portfolio
|
Q2 2024
Added 240.0%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
162
shares
|
$6,679
0.0% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Toth Financial Advisory Corp
|
Apr 14, 2025 Q1 2025 |
155
shares
|
$6,390
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
152
shares
|
$6,266
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
150
shares
|
$6,184
0.05% of portfolio
|
Q1 2025
Reduced 93.36%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
120
shares
|
$4,947
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Feb 11, 2025 Q4 2024 |
113
shares
|
$4,658
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
100
shares
|
$4,123
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Feb 10, 2025 Q4 2024 |
90
shares
|
$3,710
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
77
shares
|
$3,174
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
71
shares
|
$2,927
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
62
shares
|
$2,556
0.0% of portfolio
|
Q4 2024
Reduced 38.61%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
60
shares
|
$2,473
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
50
shares
|
$2,061
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
49
shares
|
$2,020
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
49
shares
|
$2,020
0.0% of portfolio
|
Q4 2020
Reduced 97.35%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
45
shares
|
$1,855
0.0% of portfolio
|
Q3 2024
Reduced 86.07%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
35
shares
|
$1,443
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
34
shares
|
$1,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
20
shares
|
$824
0.0% of portfolio
|
Q1 2024
New holding
|