Purchases and Sales Made in Q1 2023 in First Tr Exchange Traded Fd Vi (ROBT)
This table provides information about the institutional ownership of First Tr Exchange Traded Fd Vi (ROBT) during Q1 2023. The information is specifically focused on institutions that hold shares of FIRST TR EXCHANGE-TRADED FD VI.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-6- 0.23% |
$216 - $260
|
2.6K
$112K
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-22- 0.19% |
$790 - $953
|
11.8K
$508K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-125- 1.95% |
$4.49K - $5.41K
|
6.3K
$272K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-140- 7.8% |
$5.03K - $6.06K
|
1.66K
$71.4K
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-230- 3.62% |
$8.26K - $9.96K
|
6.13K
$265K
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-420- 5.05% |
$15.1K - $18.2K
|
7.91K
$341K
|
|
Apr 10, 2023
Q1 2023
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-530- 9.42% |
$19K - $22.9K
|
5.1K
$220K
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-880- 5.96% |
$31.6K - $38.1K
|
13.9K
$599K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-1.02K- 11.79% |
$36.5K - $44K
|
7.61K
$329K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-1.32K- 95.71% |
$47.3K - $57K
|
59
$2.55K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.48K- 4.7% |
$53.2K - $64.2K
|
30K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.47K- 4.41% |
$88.7K - $107K
|
53.6K
$2.31M
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.59K- 7.99% |
$93K - $112K
|
29.8K
$1.29M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.5K- 40.85% |
$126K - $152K
|
5.07K
$219K
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.08K- 46.6% |
$146K - $176K
|
4.67K
$202K
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
SELL
|
- |
-5.09K- 73.14% |
$183K - $221K
|
1.87K
$80.8K
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-5.33K- 7.58% |
$191K - $231K
|
64.9K
$2.8M
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-5.89K- 13.72% |
$211K - $255K
|
37K
$1.6M
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-11.1K- 20.87% |
$398K - $480K
|
42K
$1.81M
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 11.99% |
$402K - $484K
|
82.2K
$3.55M
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-16.5K- 74.51% |
$594K - $716K
|
5.66K
$244K
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-24.5K- 46.79% |
$881K - $1.06M
|
27.9K
$1.2M
|
|
May 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48.1K- 25.02% |
$1.73M - $2.08M
|
144K
$6.22M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-59K- 39.03% |
$2.12M - $2.55M
|
92.2K
$3.98M
|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-61.1K- 41.41% |
$2.2M - $2.65M
|
86.5K
$3.73M
|