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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-278- 86.07% |
$10.7K - $12.5K
|
45
$2.14K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-295- 4.12% |
$11.3K - $13.3K
|
6.86K
$326K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-330- 6.09% |
$12.6K - $14.8K
|
5.09K
$242K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-373- 5.89% |
$14.3K - $16.8K
|
5.96K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-384- 10.7% |
$14.7K - $17.3K
|
3.21K
$152K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-450- 11.72% |
$17.2K - $20.2K
|
3.39K
$161K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-470- 31.84% |
$18K - $21.1K
|
1.01K
$47.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-646- 1.79% |
$24.8K - $29K
|
35.5K
$1.69M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-727- 27.54% |
$27.9K - $32.7K
|
1.91K
$90.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-759- 10.5% |
$29.1K - $34.1K
|
6.47K
$307K
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-805- 56.49% |
$30.9K - $36.2K
|
620
$29.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-828- 12.6% |
$31.7K - $37.2K
|
5.74K
$273K
|
|
|
Oct 24, 2024
Q3 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-839- 2.14% |
$32.2K - $37.7K
|
38.3K
$1.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
SELL
|
- |
-964- 6.53% |
$37K - $43.3K
|
13.8K
$655K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-971- 2.62% |
$37.2K - $43.6K
|
36.1K
$1.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-1K- 51.26% |
$38.3K - $45K
|
951
$45.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-1K- 20.22% |
$38.5K - $45.1K
|
3.96K
$188K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.09K- 18.21% |
$41.9K - $49.2K
|
4.92K
$233K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.17K- 19.16% |
$44.8K - $52.5K
|
4.93K
$234K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.26K- 12.58% |
$48.4K - $56.8K
|
8.78K
$417K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.29K- 9.81% |
$49.3K - $57.9K
|
11.8K
$561K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.39K- 20.35% |
$91.6K - $107K
|
9.36K
$444K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.44K- 16.96% |
$93.4K - $109K
|
11.9K
$566K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-2.71K- 8.98% |
$104K - $122K
|
27.4K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-3.26K- 7.32% |
$125K - $146K
|
41.2K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.46K- 8.23% |
$133K - $155K
|
38.6K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-3.58K- 23.87% |
$137K - $161K
|
11.4K
$542K
|
|
|
Oct 22, 2024
Q3 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-4.33K- 36.61% |
$166K - $195K
|
7.5K
$356K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.38K- 5.49% |
$168K - $197K
|
75.4K
$3.58M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.92K- 13.53% |
$227K - $266K
|
37.9K
$1.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-8.75K- 9.64% |
$336K - $393K
|
82.1K
$3.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-9.24K- 3.19% |
$354K - $415K
|
280K
$13.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-9.59K- 63.45% |
$368K - $431K
|
5.53K
$262K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-10.7K- 20.27% |
$408K - $479K
|
41.9K
$1.99M
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
SELL
|
- |
-14K- 31.61% |
$538K - $630K
|
30.3K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-23.4K- 18.67% |
$896K - $1.05M
|
102K
$4.84M
|
|
|
Nov 14, 2024
Q3 2024
|
D. E. Shaw & Co., Inc.
New York, NY |
SELL
|
- |
-26.6K- 57.05% |
$1.02M - $1.2M
|
20K
$950K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-27.3K- 27.42% |
$1.04M - $1.22M
|
72.1K
$3.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-27.8K- 97.3% |
$1.07M - $1.25M
|
771
$36.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-48K- 16.17% |
$1.84M - $2.16M
|
249K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Sfi Advisors, LLC
Montclair, NJ |
SELL
|
- |
-51.7K- 49.22% |
$1.98M - $2.32M
|
53.3K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-64.3K- 42.34% |
$2.46M - $2.89M
|
87.6K
$4.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-71.7K- 25.19% |
$2.75M - $3.22M
|
213K
$10.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-77.7K- 33.16% |
$2.98M - $3.49M
|
157K
$7.43M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-78.4K- 56.83% |
$3M - $3.52M
|
59.5K
$2.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-81.7K- 10.73% |
$3.13M - $3.67M
|
680K
$32.3M
|
|
|
Nov 07, 2024
Q3 2024
|
Spectrum Wealth Advisory Group, LLC
|
SELL
|
- |
-83.7K- 79.81% |
$3.21M - $3.76M
|
21.2K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-127K- 63.92% |
$4.85M - $5.69M
|
71.4K
$3.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-271K- 88.11% |
$10.4M - $12.2M
|
36.6K
$1.74M
|