FIRST TR EXCHANGE-TRADED FD's ticker is ROBT and the CUSIP is 33738R720. A total of 103 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355,921 | -20.3% | 8,786 | -10.2% | 0.01% | -26.7% |
| Q2 2023 | $446,698 | +99.4% | 9,781 | +106.4% | 0.02% | +36.4% |
| Q1 2022 | $224,000 | -27.5% | 4,739 | -15.4% | 0.01% | -26.7% |
| Q4 2021 | $309,000 | +53.7% | 5,603 | +49.7% | 0.02% | +36.4% |
| Q3 2021 | $201,000 | – | 3,742 | – | 0.01% | – |
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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% |