Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.2KNew |
$47.5K - $56.9K
|
1.2K
$51.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
1.08KNew |
$42.6K - $51.1K
|
1.08K
$46.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
922+ 10.75% |
$36.5K - $43.7K
|
9.5K
$410K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
852New |
$33.7K - $40.4K
|
852
$36.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
583+ 32.16% |
$23.1K - $27.7K
|
2.4K
$103K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
529+ 1.53% |
$20.9K - $25.1K
|
35.1K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
439+ 1.85% |
$17.4K - $20.8K
|
24.1K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
400New |
$15.8K - $19K
|
400
$17.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
388New |
$15.3K - $18.4K
|
388
$16.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
323New |
$12.8K - $15.3K
|
323
$13.9K
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
315+ 6.18% |
$12.5K - $14.9K
|
5.41K
$234K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
314+ 5.55% |
$12.4K - $14.9K
|
5.98K
$258K
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
285New |
$11.3K - $13.5K
|
285
$12.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
258New |
$10.2K - $12.2K
|
258
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
256New |
$10.1K - $12.1K
|
256
$11.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
250New |
$9.89K - $11.9K
|
250
$10.8K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
231New |
$9.14K - $11K
|
231
$9.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
215New |
$8.51K - $10.2K
|
215
$9.28K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
175+ 3500.0% |
$6.92K - $8.3K
|
180
$7.77K
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
175+ 3500.0% |
$6.92K - $8.3K
|
180
$7.77K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
175+ 175.0% |
$6.92K - $8.3K
|
275
$11.9K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
165+ 2.61% |
$6.53K - $7.83K
|
6.48K
$280K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
161New |
$6.37K - $7.64K
|
161
$6.95K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
155New |
$6.13K - $7.35K
|
155
$6.69K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
120New |
$4.75K - $5.69K
|
120
$5.18K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
119New |
$4.71K - $5.65K
|
119
$5.14K
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
116+ 2.07% |
$4.59K - $5.5K
|
5.73K
$247K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
92+ 8.06% |
$3.64K - $4.36K
|
1.23K
$53.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
69New |
$2.73K - $3.27K
|
69
$2.98K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
60New |
$2.37K - $2.85K
|
60
$2.59K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
47New |
$1.86K - $2.23K
|
47
$2.03K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
35New |
$1.38K - $1.66K
|
35
$1.51K
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
12New |
$475 - $569
|
12
$518
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 3.33% |
$198 - $237
|
155
$6.69K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-33- 1.44% |
$1.31K - $1.57K
|
2.27K
$97.8K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-89- 3.41% |
$3.52K - $4.22K
|
2.52K
$109K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-95- 15.68% |
$3.76K - $4.51K
|
511
$22.1K
|
|
|
Oct 25, 2023
Q3 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-184- 11.49% |
$7.28K - $8.73K
|
1.42K
$61.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-334- 6.11% |
$13.2K - $15.8K
|
5.13K
$221K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-420- 29.47% |
$16.6K - $19.9K
|
1.01K
$43.4K
|
|
|
Oct 10, 2023
Q3 2023
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-536- 6.01% |
$21.2K - $25.4K
|
8.38K
$362K
|
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-545- 4.77% |
$21.6K - $25.9K
|
10.9K
$470K
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-562- 2.11% |
$22.2K - $26.7K
|
26.1K
$1.13M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-995- 10.17% |
$39.4K - $47.2K
|
8.79K
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.14K- 8.86% |
$45.1K - $54K
|
11.7K
$506K
|
|
|
Aug 28, 2024
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.38K- 2.17% |
$54.4K - $65.3K
|
62K
$2.68M
|
|
|
Nov 07, 2023
Q3 2023
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-1.38K- 2.17% |
$54.4K - $65.3K
|
62K
$2.68M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.58K- 10.74% |
$62.4K - $74.8K
|
13.1K
$566K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.74K- 2.33% |
$68.9K - $82.6K
|
72.9K
$3.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.88K- 11.61% |
$74.4K - $89.2K
|
14.3K
$618K
|