Purchases and Sales Made in Q2 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 Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
295K+ 88.9% |
$11.8M - $13.9M
|
627K
$27.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
280K+ 351.36% |
$11.1M - $13.2M
|
359K
$15.5M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
161KNew |
$6.41M - $7.58M
|
161K
$6.95M
|
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
99.1K+ 68.81% |
$3.95M - $4.67M
|
243K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
98.7K+ 234.94% |
$3.93M - $4.64M
|
141K
$6.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
89.4K+ 112.51% |
$3.56M - $4.21M
|
169K
$7.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
81.4KNew |
$3.24M - $3.83M
|
81.4K
$3.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.3K+ 87.31% |
$2.92M - $3.45M
|
157K
$6.79M
|
|
|
Aug 09, 2023
Q2 2023
|
Old Mission Capital LLC
|
BUY
|
- |
71.5KNew |
$2.85M - $3.36M
|
71.5K
$3.09M
|
|
|
Aug 18, 2023
Q2 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
66.3KNew |
$2.64M - $3.12M
|
66.3K
$2.86M
|
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
63.3KNew |
$2.52M - $2.98M
|
63.3K
$2.73M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
58.9K+ 87.15% |
$2.35M - $2.77M
|
126K
$5.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
49.3KNew |
$1.96M - $2.32M
|
49.3K
$2.13M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
40.8K+ 142.48% |
$1.62M - $1.92M
|
69.4K
$2.99M
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
40.4K+ 43.8% |
$1.61M - $1.9M
|
133K
$5.72M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
39.3K+ 76.22% |
$1.57M - $1.85M
|
90.9K
$3.92M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
26.5K+ 190.94% |
$1.06M - $1.25M
|
40.4K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
25.3KNew |
$1.01M - $1.19M
|
25.3K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
24.2K+ 136.59% |
$965K - $1.14M
|
42K
$1.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
22.2K+ 1338.97% |
$883K - $1.04M
|
23.8K
$1.03M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
21.8K+ 26.57% |
$869K - $1.03M
|
104K
$4.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
19K+ 575.8% |
$755K - $892K
|
22.3K
$961K
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
18.1K+ 8.87% |
$721K - $852K
|
222K
$9.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
15.4K+ 68.31% |
$613K - $724K
|
37.9K
$1.64M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
15.1K+ 19.59% |
$603K - $712K
|
92.4K
$3.99M
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
13.3KNew |
$531K - $627K
|
13.3K
$575K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2KNew |
$525K - $620K
|
13.2K
$569K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.4KNew |
$455K - $538K
|
11.4K
$493K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
11.1KNew |
$440K - $520K
|
11.1K
$477K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
9.78KNew |
$390K - $460K
|
9.78K
$422K
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
9.75KNew |
$388K - $459K
|
9.75K
$421K
|
|
|
Jul 24, 2023
Q2 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
8.92KNew |
$355K - $420K
|
8.92K
$385K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
8.58KNew |
$342K - $404K
|
8.58K
$370K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.99KNew |
$278K - $329K
|
6.99K
$302K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.47KNew |
$258K - $305K
|
6.47K
$279K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.66KNew |
$225K - $266K
|
5.66K
$244K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.57KNew |
$222K - $262K
|
5.57K
$241K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
5.22KNew |
$208K - $245K
|
5.22K
$225K
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
5.09KNew |
$203K - $240K
|
5.09K
$220K
|
|
|
Aug 01, 2023
Q2 2023
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
5K+ 83.33% |
$199K - $235K
|
11K
$475K
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.98K+ 63.2% |
$198K - $234K
|
12.9K
$555K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.78KNew |
$190K - $225K
|
4.78K
$206K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.45KNew |
$177K - $209K
|
4.45K
$192K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.4KNew |
$175K - $207K
|
4.4K
$190K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.29K+ 22.1% |
$171K - $202K
|
23.7K
$1.02M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
3.89K+ 12.96% |
$155K - $183K
|
33.9K
$1.46M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
BUY
|
- |
3.86K+ 12.59% |
$154K - $182K
|
34.5K
$1.49M
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
3.53K+ 44.6% |
$140K - $166K
|
11.4K
$493K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.34K+ 22.7% |
$133K - $157K
|
18K
$779K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
3.29K+ 170.13% |
$131K - $155K
|
5.23K
$226K
|