Purchases and Sales Made in Q2 2024 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 2024. 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 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
919+ 17.12% |
$37.5K - $41.2K
|
6.29K
$298K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
699+ 16.39% |
$28.5K - $31.3K
|
4.97K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
632+ 11.72% |
$25.8K - $28.3K
|
6.03K
$286K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
558New |
$22.8K - $25K
|
558
$26.5K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
550+ 34.27% |
$22.5K - $24.6K
|
2.16K
$102K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
550New |
$22.5K - $24.6K
|
550
$26.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
545+ 12.39% |
$22.2K - $24.4K
|
4.94K
$235K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
446+ 9.87% |
$18.2K - $20K
|
4.97K
$236K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
414+ 22.96% |
$16.9K - $18.5K
|
2.22K
$105K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
400New |
$16.3K - $17.9K
|
400
$19K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
392+ 36.16% |
$16K - $17.6K
|
1.48K
$70.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
375+ 5.53% |
$15.3K - $16.8K
|
7.15K
$340K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
309+ 0.22% |
$12.6K - $13.8K
|
138K
$6.55M
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
270New |
$11K - $12.1K
|
270
$12.8K
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
225New |
$9.18K - $10.1K
|
225
$10.7K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
200New |
$8.16K - $8.96K
|
200
$9.49K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
157+ 94.58% |
$6.41K - $7.03K
|
323
$15.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
120+ 240.0% |
$4.9K - $5.38K
|
170
$8.07K
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
120New |
$4.9K - $5.38K
|
120
$5.7K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
84New |
$3.43K - $3.76K
|
84
$3.99K
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
75+ 30.0% |
$3.06K - $3.36K
|
325
$15.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
62New |
$2.53K - $2.78K
|
62
$2.94K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
29+ 11.24% |
$1.18K - $1.3K
|
287
$13.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
29+ 1.51% |
$1.18K - $1.3K
|
1.95K
$92.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2+ 0.02% |
$81.6 - $89.6
|
13.1K
$623K
|
|
|
Jul 29, 2024
Q2 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
1+ 0.13% |
$40.8 - $44.8
|
742
$35.2K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2024
Q2 2024
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-16- 2.86% |
$653 - $717
|
544
$25.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-18- 1.12% |
$735 - $806
|
1.59K
$75.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-66- 1.2% |
$2.69K - $2.96K
|
5.42K
$257K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-99- 1.48% |
$4.04K - $4.44K
|
6.57K
$312K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-100- 2.16% |
$4.08K - $4.48K
|
4.52K
$215K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-104- 25.74% |
$4.25K - $4.66K
|
300
$14.2K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-115- 29.49% |
$4.69K - $5.15K
|
275
$13.1K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-256- 1.88% |
$10.4K - $11.5K
|
13.3K
$634K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-275- 6.68% |
$11.2K - $12.3K
|
3.84K
$182K
|
|
|
Aug 12, 2024
Q2 2024
|
Tidemark, LLC
San Diego, CA |
SELL
|
- |
-319- 37.57% |
$13K - $14.3K
|
530
$25.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-337- 1.48% |
$13.8K - $15.1K
|
22.4K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-575- 13.81% |
$23.5K - $25.8K
|
3.59K
$170K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-915- 60.52% |
$37.4K - $41K
|
597
$28.3K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-929- 7.33% |
$37.9K - $41.6K
|
11.7K
$558K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.08K- 6.73% |
$44.2K - $48.5K
|
15K
$711K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.45K- 85.51% |
$59K - $64.8K
|
245
$11.6K
|
|
|
Jul 23, 2024
Q2 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-1.49K- 11.21% |
$61K - $66.9K
|
11.8K
$562K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.49K- 19.91% |
$61K - $66.9K
|
6.01K
$285K
|
|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.52K- 12.28% |
$61.9K - $68K
|
10.8K
$515K
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-1.68K- 5.29% |
$68.6K - $75.3K
|
30.1K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.01K- 11.75% |
$82.2K - $90.2K
|
15.1K
$718K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.28K- 3.16% |
$92.9K - $102K
|
69.8K
$3.31M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.69K- 10.54% |
$110K - $121K
|
22.8K
$1.08M
|