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Disclosery

ROBT FIRST TR EXCHANGE TRADED FD

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NASDQ ARTFCIAL (fund)

140 managers (140 13F filers) reported a position in ROBT shares at 2025-03-31, 4,725,528 shares in all. 12 filers opened a position and 17 filers sold out during the quarter.

Managers
140
13F filers
140
New
12
Added
51
Reduced
28
Sold out
17
Shares held by filers
4,725,528

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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 LLC682,908$27.8M0.01%+7,24413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY305,344$12.4M<0.01%+25,71913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN296,386$12.1M<0.01%+104,98213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.284,524$11.6M0.02%+9,76213F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…275,582$11.2M0.01%+13,60013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/255,581$10.4M<0.01%+20,66413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA204,726$8.32M<0.01%-41,21413F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC166,098$6.75M<0.01%+14,02813F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP158,601$6.45M0.01%+7,76113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC149,854$6.09M<0.01%+9,87513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC146,983$5.98M<0.01%+3,51513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC136,004$5.53M0.01%+9,40113F-HRTimelineGroup
CW Advisors, LLC135,308$5.5M0.07%+1,88413F-HRTimeline
Biltmore Family Office, LLC134,615$5.47M0.93%+3,81713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.99,211$4.04M0.01%+9,07413F-HRTimelineGroup
Janney Montgomery Scott LLC96,468$3.92M0.01%+15,87013F-HRTimeline
Silverleafe Capital Partners, LLC70,368$2.86M0.98%new13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP63,203$2.57M<0.01%+4,43913F-HRTimelineGroup
Arkadios Wealth Advisors55,821$2.27M0.09%+46,28713F-HRTimeline
Cambridge Investment Research Advisors,…53,146$2.16M0.01%-7,94013F-HRTimeline
Cetera Investment Advisers49,821$2.03M<0.01%+7,96513F-HRTimeline
EPG Wealth Management LLC49,666$2.02M0.56%+1,54813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC48,644$1.98M0.03%-12,30213F-HRTimelineGroup
UBS Group AGin group UBS Group AG44,484$1.81M<0.01%-58013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC40,282$1.64M0.01%-2,17813F-HRTimelineGroup
Gateway Wealth Partners, LLC38,755$1.58M0.35%+2,93613F-HRTimeline
Sargent Investment Group, LLC36,845$1.5M0.24%-1,02513F-HRTimeline
Atria Investments, Inc36,116$1.47M0.02%+3,95913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC35,014$1.42M<0.01%+29213F-HRTimeline
Belpointe Asset Management LLC34,040$1.38M0.07%-1,48013F-HRTimeline
MML INVESTORS SERVICES, LLC33,923$1.38M<0.01%+12,21313F-HRTimeline
Atlas Private Wealth Advisors31,912$1.3M0.18%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.31,501$1.28M0.04%+98913F-HRTimeline
Hancock Prospecting Pty Ltd27,460$1.12M0.04%013F-HR/ATimeline
NewEdge Advisors, LLC22,810$928K0.01%-55013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.20,424$831K0.05%new13F-HR/ATimelineGroup
Atria Wealth Solutions, Inc.15,916$647K0.01%+4,50613F-HRTimeline
Focus Financial Network, Inc.14,966$609K0.02%new13F-HRTimeline
CERTUITY, LLC13,789$561K0.06%013F-HRTimeline
Main Street Financial Solutions, LLC13,701$557K0.05%+1,89313F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,655$555K0.02%+2,96213F-HRTimeline
Sigma Planning Corp13,548$551K0.02%new13F-HRTimeline
OneDigital Investment Advisors LLC13,530$550K0.01%+19913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…12,599$512K0.05%+8113F-HRTimeline
GSA CAPITAL PARTNERS LLP11,705$476K0.04%+5,50213F-HRTimeline
Capital Investment Advisory Services, L…10,947$445K0.04%+3,21313F-HRTimeline
Kovack Advisors, Inc.10,192$414K0.04%+3,75013F-HRTimeline
Morey & Quinn Wealth Partners, LLC10,127$412K0.34%-2413F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP10,071$410K0.07%+3,72813F-HRTimeline
Orion Porfolio Solutions, LLC10,032$408K<0.01%+1,89213F-HRTimeline
Orion Portfolio Solutions, LLC10,032$408K<0.01%+1,89213F-HR/ATimeline
Plotkin Financial Advisors, LLC9,424$383K0.24%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,100$370K<0.01%+61913F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC8,765$356K0.08%-22113F-HRTimelineGroup
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,613$350K0.01%+1,86113F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED7,904$326K0.03%new13F-HR/ATimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC7,845$319K<0.01%013F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,766$316K<0.01%-1,84013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.7,708$313K<0.01%+2,04813F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC7,072$288K0.05%+18513F-HRTimeline
Private Advisor Group, LLC6,531$266K<0.01%+78113F-HRTimeline
Proactive Wealth Strategies LLC6,140$250K0.13%+11513F-HRTimeline
PURSUE WEALTH PARTNERS LLC6,000$244K0.15%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,836$237K0.01%-10513F-HRTimeline
Kraft, Davis & Associates, LLC6,006$229K0.07%-84513F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC5,784$225K0.1%+1,17013F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.5,484$223K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.5,445$221K0.02%+5,44013F-HRTimeline
SYNOVUS FINANCIAL CORP5,361$218K<0.01%+16013F-HRTimeline
Western Wealth Management, LLC5,257$214K0.01%-81713F-HRTimeline
J.W. COLE ADVISORS, INC.5,129$209K0.01%+35613F-HRTimeline
IFG Advisory, LLC5,085$207K0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC4,127$168K<0.01%+16613F-HRTimelineGroup
AE Wealth Management LLC3,179$129K<0.01%-44713F-HRTimeline
CoreCap Advisors, LLC3,149$128K0.01%+1,39913F-HRTimeline
Steward Partners Investment Advisory, L…3,142$128K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2,530$103K0.02%013F-HR/ATimeline
Graney & King, LLC2,318$94.3K0.07%013F-HRTimeline
Whipplewood Advisors, LLC150$91.9K0.07%-2,11013F-HRTimeline
Sunbelt Securities, Inc.2,137$86.9K0.01%013F-HRTimeline
Arax Advisory Partners1,771$72K<0.01%-19,43413F-HRTimeline
Front Row Advisors LLC1,655$67.3K0.03%-25013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,599$65K0.01%013F-HRTimeline
ELEVATION WEALTH PARTNERS, LLC1,095$44.5K0.02%013F-HRTimeline
Main Management LLCin group Main Management ETF Advisors,…1,087$44K<0.01%-80113F-HRTimelineGroup
Slocum, Gordon & Co LLP1,077$43.8K0.03%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,045$42.5K<0.01%new13F-HRTimelineGroup
Sherman Asset Management, Inc.1,011$41.1K0.04%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…932$38K0.01%-33313F-HRTimeline
Medallion Wealth Advisors, LLC850$34.7K0.02%-21013F-HRTimeline
PSI Advisors, LLC809$32.9K0.01%-13513F-HRTimeline
IFP Advisors, Inc757$30.8K<0.01%-5313F-HRTimeline
New England Capital Financial Advisors …746$30.3K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.736$29.9K0.01%+15413F-HRTimeline
Federation des caisses Desjardins du Qu…620$25.2K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC600$24.4K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC596$24.2K<0.01%+50213F-HRTimelineGroup
Dunhill Financial, LLC545$22.2K0.01%013F-HRTimeline
Tidemark, LLC530$21.6K0.01%013F-HRTimeline
BFSG, LLC500$20.3K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.425$17.3K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC413$16.8K<0.01%-8813F-HRTimelineGroup
Evelyn Partners Asset Management Ltdin group Evelyn Partners Group Ltd409$16.6K<0.01%013F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO390$15.9K<0.01%+10513F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…388$15.8K<0.01%013F-HRTimelineGroup
Sage Mountain Advisors LLC373$15.2K<0.01%new13F-HRTimeline
Asset Dedication, LLC372$15.1K<0.01%013F-HRTimeline
Flaharty Asset Management, LLC307$12.5K<0.01%-24,37313F-HRTimeline
Independence Bank of Kentucky300$12.2K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC300$12.2K0.01%+30013F-HRTimeline
TD Capital Management LLC275$11.2K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust258$10.5K<0.01%013F-HRTimeline
Centerpoint Advisors, LLC250$10K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\240$9.76K<0.01%-10013F-HRTimelineGroup
AllSquare Wealth Management LLC230$9.35K0.01%013F-HRTimeline
Accredited Wealth Management, LLC185$7.52K0.01%-3,16013F-HRTimeline
Larson Financial Group LLC170$6.91K<0.01%013F-HRTimeline
TOTH FINANCIAL ADVISORY CORP155$6.3K<0.01%013F-HRTimeline
Accordant Advisory Group Inc152$6.18K0.01%013F-HR/ATimeline
Coston, McIsaac & Partners162$6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC120$5.41K<0.01%013F-HRTimelineGroup
Kiker Wealth Management, LLC113$4.6K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC100$4.07K<0.01%013F-HRTimeline
Garde Capital, Inc.95$3.86K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.90$3.66K<0.01%013F-HRTimeline
AMERICAN NATIONAL BANK & TRUST77$3.13K<0.01%new13F-HRTimeline
Investors Research Corp71$2.89K<0.01%013F-HRTimeline
Clearstead Advisors, LLC62$2.53K<0.01%013F-HRTimeline
Ameritas Investment Partners, Inc.in group Ameritas Investment Partners,…60$2.44K<0.01%013F-HRTimelineGroup
Bernard Wealth Management Corp.50$2.03K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA45$1.83K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners35$1.42K<0.01%013F-HRTimelineGroup
MAI Capital Management34$1.38K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC15$610<0.01%013F-HRTimeline
SBI Securities Co., Ltd.7$285<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC5$203<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC5$203<0.01%013F-HRTimeline
North Capital, Inc.3$122<0.01%13F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC1$41<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,18013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.