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Disclosery

ROBT FIRST TR EXCHANGE TRADED FD

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NASDQ ARTFCIAL (fund)

147 managers (147 13F filers) reported a position in ROBT shares at 2024-12-31, 4,515,005 shares in all. 17 filers opened a position and 18 filers sold out during the quarter.

Managers
147
13F filers
147
New
17
Added
37
Reduced
46
Sold out
18
Shares held by filers
4,515,005

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LPL Financial LLC675,664$30.4M0.01%-4,46913F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY279,625$12.6M<0.01%-23613F-HR/ATimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.274,762$12.4M0.02%+18,48013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…261,982$11.8M0.01%+7,17613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA245,940$11.1M<0.01%-26,27813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/234,917$10.6M<0.01%-14,18213F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN191,404$8.62M<0.01%-21,62013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC152,070$6.85M<0.01%-4,53513F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP150,840$6.79M0.01%-3,63213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC143,468$6.46M<0.01%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC139,979$6.3M<0.01%-2,18813F-HRTimelineGroup
CW Advisors, LLC133,424$6.01M0.08%+2,83913F-HRTimeline
Biltmore Family Office, LLC130,798$5.89M0.99%+9,14913F-HRTimeline
Mariner, LLCin group Mariner, LLC126,603$5.7M0.01%+7,19413F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC126,128$5.68M0.12%+38,14913F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.90,137$4.06M0.01%+2,55613F-HR/ATimelineGroup
Janney Montgomery Scott LLC80,598$3.63M0.01%+5,19613F-HRTimeline
Cambridge Investment Research Advisors,…61,086$2.75M0.01%-11,03513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC60,946$2.75M0.04%-8,17913F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP58,764$2.65M<0.01%-23,31613F-HRTimelineGroup
EPG Wealth Management LLC48,118$2.17M0.57%-1,33413F-HRTimeline
UBS Group AGin group UBS Group AG45,064$2.03M<0.01%-26,37113F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC42,460$1.91M0.01%+4,58513F-HRTimelineGroup
Cetera Investment Advisers41,856$1.89M<0.01%-5513F-HRTimeline
Sargent Investment Group, LLC37,870$1.67M0.27%-3,33013F-HRTimeline
Gateway Wealth Partners, LLC35,819$1.61M0.42%-2,52913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC34,722$1.56M<0.01%-3,83013F-HRTimeline
Belpointe Asset Management LLC35,520$1.53M0.09%013F-HRTimeline
Atria Investments, Inc32,157$1.45M0.02%-3,99113F-HRTimeline
HARBOUR INVESTMENTS, INC.30,512$1.37M0.04%+27,12113F-HRTimeline
Hancock Prospecting Pty Ltd27,460$1.24M0.09%13F-HR/ATimeline
Flaharty Asset Management, LLC24,680$1.11M0.16%-2,73613F-HRTimeline
NewEdge Advisors, LLC23,360$1.05M0.01%+56113F-HRTimeline
MML INVESTORS SERVICES, LLC21,710$978K<0.01%+4,35813F-HRTimeline
Arax Advisory Partners21,205$955K0.06%+1,57213F-HRTimeline
Mattson Financial Services, LLC16,770$734K0.23%+5,39213F-HRTimeline
Brendel Financial Advisors LLC14,514$654K0.4%new13F-HRTimeline
CERTUITY, LLC13,789$621K0.07%+113F-HRTimeline
OneDigital Investment Advisors LLC13,331$600K0.01%+113F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,518$563K0.05%new13F-HRTimeline
Main Street Financial Solutions, LLC11,808$532K0.05%-2013F-HRTimeline
Laidlaw Wealth Management LLC11,753$529K0.23%-10213F-HRTimeline
Atria Wealth Solutions, Inc.11,410$514K0.01%+113F-HRTimeline
U.S. Capital Wealth Advisors, LLC10,693$482K0.01%new13F-HRTimeline
Morey & Quinn Wealth Partners, LLC10,151$457K0.39%13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…9,606$433K<0.01%-2,32013F-HR/ATimeline
Arkadios Wealth Advisors9,534$429K0.02%+2,94013F-HRTimeline
Plotkin Financial Advisors, LLC9,424$424K0.25%013F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC8,986$405K0.1%+1213F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.8,481$382K<0.01%-29813F-HRTimeline
Orion Porfolio Solutions, LLC8,140$367K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC8,140$367K<0.01%new13F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,845$353K<0.01%013F-HRTimelineGroup
Capital Investment Advisory Services, L…7,734$348K0.03%+87613F-HRTimeline
Kraft, Davis & Associates, LLC6,851$328K0.09%new13F-HRTimeline
KFG WEALTH MANAGEMENT, LLC6,887$310K0.06%+13913F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,752$304K0.01%+45913F-HRTimelineGroup
DEBUSSY CAPITAL MANAGEMENT LP6,343$297K0.05%+1,25513F-HRTimeline
Kovack Advisors, Inc.6,442$290K0.03%+48613F-HRTimeline
GSA CAPITAL PARTNERS LLP6,203$279K0.02%new13F-HRTimeline
Western Wealth Management, LLC6,074$274K0.02%-39513F-HR/ATimeline
Proactive Wealth Strategies LLC6,025$271K0.14%+18813F-HRTimeline
PURSUE WEALTH PARTNERS LLC6,000$270K0.15%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,941$268K0.01%-10013F-HRTimeline
Private Advisor Group, LLC5,750$259K<0.01%+81713F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,660$255K<0.01%-33513F-HRTimelineGroup
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,484$247K<0.01%-14,53913F-HRTimelineGroup
Spectrum Wealth Advisory Group, LLC5,462$246K0.12%-15,69413F-HRTimeline
SYNOVUS FINANCIAL CORP5,201$234K<0.01%+20113F-HRTimeline
Cottage Street Advisors LLC5,087$229K0.12%-65613F-HRTimeline
IFG Advisory, LLC5,085$229K0.01%new13F-HRTimeline
Peterson Wealth Advisors, LLC4,867$223K0.04%+2413F-HRTimeline
D.A. DAVIDSON & CO.4,896$221K<0.01%-1913F-HRTimeline
J.W. COLE ADVISORS, INC.4,773$215K0.01%+2113F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC4,614$208K0.09%new13F-HRTimeline
Legacy Advisors, LLC4,600$207K0.02%new13F-HRTimeline
Sanctuary Advisors, LLC4,307$204K<0.01%-33113F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…4,180$199K0.01%-34013F-HRTimeline
Householder Group Estate & Retirement S…4,328$194K0.14%-69713F-HRTimeline
CWM, LLCin group CWM, LLC3,961$178K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC3,626$163K<0.01%-1,89913F-HRTimeline
Accredited Wealth Management, LLC3,345$151K0.13%13F-HRTimeline
Steward Partners Investment Advisory, L…3,142$142K<0.01%-6313F-HRTimeline
Golden State Wealth Management, LLC2,530$114K0.02%13F-HRTimeline
Graney & King, LLC2,318$104K0.08%13F-HRTimeline
Whipplewood Advisors, LLC2,260$102K0.06%13F-HRTimeline
Sunbelt Securities, Inc.2,137$96.5K0.01%013F-HRTimeline
Front Row Advisors LLC1,905$85.8K0.03%-1013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,888$85K0.01%-1613F-HRTimelineGroup
CoreCap Advisors, LLC1,750$78.8K<0.01%-16313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,599$72K0.01%+813F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…1,265$57.1K0.01%+70713F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,095$49.3K0.02%new13F-HRTimeline
First Horizon Advisors, Inc.1,094$49.3K<0.01%new13F-HRTimeline
Slocum, Gordon & Co LLP1,077$48.5K0.04%-173,10613F-HRTimeline
Medallion Wealth Advisors, LLC1,060$46.2K0.02%13F-HRTimeline
Sherman Asset Management, Inc.1,011$45.5K0.04%13F-HRTimeline
PSI Advisors, LLC944$42.5K0.01%-713F-HRTimeline
COMERICA BANK859$38.7K<0.01%-35013F-HR/ATimeline
IFP Advisors, Inc810$36.5K<0.01%+4313F-HRTimeline
New England Capital Financial Advisors …746$33.6K0.02%+413F-HRTimeline
SIMPLEX TRADING, LLC719$32K<0.01%+20113F-HRTimeline
Federation des caisses Desjardins du Qu…620$27.9K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.582$27.4K0.01%13F-HRTimeline
Princeton Global Asset Management LLC600$27K0.01%013F-HRTimeline
Global Retirement Partners, LLC553$24.9K<0.01%-45313F-HRTimeline
Dunhill Financial, LLC545$24.5K0.01%+113F-HRTimeline
Tidemark, LLC530$23.9K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC501$22.6K<0.01%-27013F-HRTimelineGroup
BFSG, LLC500$22.5K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.425$19.1K0.01%013F-HRTimeline
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd409$18.4K<0.01%13F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…388$17.5K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC372$16.8K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\340$15.3K<0.01%new13F-HRTimelineGroup
Independence Bank of Kentucky300$13.5K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC0$13.5K0.01%13F-HRTimelineAmount filed as zero, left out of ratios.
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO285$12.9K<0.01%new13F-HRTimelineGroup
TD Capital Management LLC275$12.4K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust258$11.6K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC250$11K<0.01%013F-HRTimeline
AllSquare Wealth Management LLC230$10.4K0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/200$9.01K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC170$7.66K<0.01%013F-HRTimeline
Coston, McIsaac & Partners162$7K<0.01%+113F-HRTimeline
TOTH FINANCIAL ADVISORY CORP155$6.98K<0.01%013F-HRTimeline
Accordant Advisory Group Inc152$6.85K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC120$5.41K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC113$5.09K<0.01%13F-HRTimeline
GPS Wealth Strategies Group, LLC100$4.5K<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC94$4.25K<0.01%+1013F-HRTimelineGroup
IMG Wealth Management, Inc.90$4.05K<0.01%13F-HRTimeline
Investors Research Corp71$3.2K<0.01%013F-HRTimeline
Clearstead Advisors, LLC62$2.81K<0.01%-3913F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…60$2.7K<0.01%013F-HRTimelineGroup
Element Wealth, LLC49$2.21K<0.01%013F-HRTimeline
Copley Financial Group, Inc.49$2.21K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA45$2.03K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners35$1.58K<0.01%013F-HRTimelineGroup
MAI Capital Management34$1.53K<0.01%new13F-HRTimeline
WR Wealth Planners, LLC20$901<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC15$676<0.01%-26513F-HRTimeline
LANARK FINANCIAL, INC.5$2520.02%-9,35213F-HRTimeline
Aptus Capital Advisors, LLC5$225<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5$225<0.01%013F-HRTimeline
Avior Wealth Management, LLC2$90<0.01%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1$45<0.01%013F-HRTimeline