Who Owns FIRST TR EXCHANGE TRADED FD (ROBT)? -- Institutional Holders (2026-06-30)

85 institutions reported holding $96.6M of FIRST TR EXCHANGE TRADED FD (ROBT) in SEC 13F filings for 2026-06-30. Largest institutional holders: Cambridge Investment Research Advisors, Inc. ($16.5M), ENVESTNET ASSET MANAGEMENT INC ($16.1M), TRUIST FINANCIAL CORP ($11.2M), Rockport Wealth LLC ($8.9M), BENJAMIN EDWARDS INC ($3.4M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Cambridge Investment Research Advisors, Inc.$16.5M292,556Added
2ENVESTNET ASSET MANAGEMENT INC$16.1M285,440Added
3TRUIST FINANCIAL CORP$11.2M199,181Added
4Rockport Wealth LLC$8.9M157,442Trimmed
5BENJAMIN EDWARDS INC$3.4M60,222Trimmed
6Atlas Private Wealth Advisors$3.3M58,496Added
7Banco Santander, S.A.$3.1M55,896Hold
8ABLE Financial Group, LLC$3.1M55,097New
9Kestra Advisory Services, LLC$2.7M47,731Trimmed
10D.A. DAVIDSON & CO.$2.6M45,787Added
11Avestar Capital, LLC$2.1M37,400Hold
12Belpointe Asset Management LLC$1.8M31,541Trimmed
13Capital Investment Advisory Services, LLC$1.8M31,519Trimmed
14Gateway Wealth Partners, LLC$1.6M28,529Trimmed
15COMMONWEALTH EQUITY SERVICES, LLC$1.5M26,600Trimmed
16Concurrent Investment Advisors, LLC$1.3M22,862Added
17RFG Advisory, LLC$1.1M19,227Added
18CPR Investments Inc.$882,86215,693Added
19Private Advisor Group, LLC$801,98214,255Added
20INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$780,97113,768Added
21Kovack Advisors, Inc.$772,35013,616Trimmed
22KFG WEALTH MANAGEMENT, LLC$752,17413,370Added
23CERTUITY, LLC$729,44212,966Added
24EPG Wealth Management LLC$681,40712,112Added
25Apollon Financial, LLC$674,77611,994Trimmed

Source: SEC Form 13F filings · as of 2026-06-30