FIRST TR EXCHANGE-TRADED FD's ticker is ROBT and the CUSIP is 33738R720.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,837,623 | -34.2% | 119,418 | -25.8% | 0.05% | -32.1% |
| Q2 2023 | $7,350,312 | -39.5% | 160,944 | -27.0% | 0.08% | -39.5% |
| Q4 2021 | $12,141,000 | +5.0% | 220,400 | +2.3% | 0.13% | -3.7% |
| Q3 2021 | $11,565,000 | +3.3% | 215,490 | +4.5% | 0.13% | +2.3% |
| Q2 2021 | $11,193,000 | +17.1% | 206,178 | +12.4% | 0.13% | +7.4% |
| Q1 2021 | $9,557,000 | +6.7% | 183,436 | +2.7% | 0.12% | -10.9% |
| Q4 2020 | $8,953,000 | – | 178,531 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Spectrum Wealth Advisory Group, LLC | 96,216 | $4,548,000 | 4.38% |
| Sargent Investment Group, LLC | 118,788 | $5,615,000 | 1.42% |
| Flaharty Asset Management, LLC | 41,251 | $1,950,000 | 0.36% |
| PURSUE WEALTH PARTNERS LLC | 15,500 | $707,110,000 | 0.29% |
| WealthCare Investment Partners, LLC | 5,168 | $232,000 | 0.21% |
| BENJAMIN F. EDWARDS & COMPANY, INC. | 70,008 | $3,309,000 | 0.15% |
| YHB Investment Advisors, Inc. | 32,408 | $1,532,000 | 0.14% |
| FLAGSHIP HARBOR ADVISORS, LLC | 22,078 | $1,044,000 | 0.10% |
| Main Street Financial Solutions, LLC | 13,820 | $653,000 | 0.10% |
| Joseph P. Lucia & Associates, LLC | 2,765 | $131,000 | 0.08% |