Purchases and Sales Made in Q3 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 Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
25.9K+ 41.77% |
$994K - $1.17M
|
88K
$3.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
6KNew |
$230K - $269K
|
6K
$259K
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
4.84KNew |
$186K - $218K
|
4.84K
$209K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.73K+ 35.65% |
$66.4K - $77.9K
|
6.59K
$285K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
986New |
$37.8K - $44.3K
|
986
$42.6K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
461+ 7.33% |
$17.7K - $20.7K
|
6.75K
$291K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
448New |
$17.2K - $20.1K
|
448
$19.3K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
81+ 1.64% |
$3.1K - $3.64K
|
5.03K
$217K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
3+ 0.19% |
$115 - $135
|
1.59K
$68.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-201- 1.74% |
$7.7K - $9.03K
|
11.4K
$491K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-215- 4.33% |
$8.24K - $9.66K
|
4.75K
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-295- 4.12% |
$11.3K - $13.3K
|
6.86K
$296K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-470- 31.84% |
$18K - $21.1K
|
1.01K
$43.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-839- 2.14% |
$32.2K - $37.7K
|
38.3K
$1.66M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1K- 51.26% |
$38.3K - $45K
|
951
$41.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1K- 20.22% |
$38.5K - $45.1K
|
3.96K
$171K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.17K- 19.16% |
$44.8K - $52.5K
|
4.93K
$213K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.39K- 20.35% |
$91.6K - $107K
|
9.36K
$404K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.44K- 16.96% |
$93.4K - $109K
|
11.9K
$515K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.71K- 8.98% |
$104K - $122K
|
27.4K
$1.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.46K- 8.23% |
$133K - $155K
|
38.6K
$1.66M
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.33K- 36.61% |
$166K - $195K
|
7.5K
$324K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.38K- 5.49% |
$168K - $197K
|
75.4K
$3.26M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-14K- 31.61% |
$538K - $630K
|
30.3K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.3K- 27.42% |
$1.04M - $1.22M
|
72.1K
$3.11M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78.4K- 56.83% |
$3M - $3.52M
|
59.5K
$2.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-271K- 88.11% |
$10.4M - $12.2M
|
36.6K
$1.58M
|