FIRST TR EXCHANGE TRADED FD

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ROBT·33738R720·US·ETF·Unknown - Unknown

ROBT (FIRST TR EXCHANGE TRADED FD) is held by 50 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($40.3M), MORGAN STANLEY ($33.7M), BANK OF AMERICA CORP /DE/ ($22.8M). Net institutional sentiment: Mixed.

50

Holders

(8 Elite)

$231.5M

Total Value

48% (52)

Consensus

25 buying - 27 selling

13F: Mar 31, 2026Insider & Congress: Updated regularly

Smart Money Verdict

View all

Institutional (13F)70

Insider (Form 4)36

Activist (13D/13G)55

Congressional (STOCK Act)82

Holder Quality

74

★★★★★

Elite

52

★★★★

Strong

82

★★★

Solid

40

★★

Below

37

★

Weak

Held by 50 funds

8 elite

No recent insider, activist, or congressional trades found for this stock

Top Holders

Top Holders (50)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Decreased	873,589(-8.7%)	$40.3M	0.0%	+29.04%	0
MORGAN STANLEY	Increased	729,483(+4.1%)	$33.7M	0.0%	+24.19%	30
BANK OF AMERICA CORP /DE/	Increased	492,874(+14.3%)	$22.8M	0.0%	+22.34%	33
WELLS FARGO & COMPANY/MN	Increased	434,161(+14.7%)	$20M	0.0%	+34.62%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	231,024(+16.6%)	$10.7M	0.0%	+29.85%	32
AMERIPRISE FINANCIAL INC	Decreased	226,020(-5.4%)	$10.4M	0.0%	+25.69%	0
ROYAL BANK OF CANADA	Increased	225,517(+8.4%)	$10.4M	0.0%	+28.76%	30
RAYMOND JAMES FINANCIAL INC	Increased	194,207(+14.1%)	$9M	0.0%	+27.40%	31
TRUIST FINANCIAL CORP	Increased	192,913(+11.2%)	$8.9M	0.0%	+34.33%	31
OSAIC HOLDINGS, INC.	Increased	175,098(+0.6%)	$8.1M	0.0%	+28.77%	28
Baird Financial Group, Inc.	Decreased	162,192(-34.2%)	$7.5M	0.0%	+30.68%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	157,738(-27.4%)	$7.3M	0.0%	+33.18%	0
STIFEL FINANCIAL CORP	Decreased	89,361(-11.6%)	$4.1M	0.0%	+31.61%	0
SUSQUEHANNA INTERNATIONAL GROUP, LLP	New	88,547	$4.1M	0.0%	+19.79%	37
IWIntegrated Wealth Concepts LLC	Increased	80,649(+30.0%)	$3.7M	0.0%	+19.23%	34
Cetera Investment Advisers	Decreased	74,512(-1.8%)	$3.4M	0.0%	+26.80%	0
UBS Group AG	Decreased	66,856(-8.4%)	$3.1M	0.0%	+24.67%	0
Kestra Advisory Services, LLC	Increased	62,763(+7.9%)	$2.9M	0.0%	+27.91%	28
BENJAMIN EDWARDS INC	Decreased	61,774(-7.9%)	$2.9M	0.0%	+29.29%	0
JANE STREET GROUP, LLC	Increased	61,141(+1166.7%)	$2.8M	0.0%	+19.16%	42

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ROBTFIRST TR EXCHANGE TRADED FD

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High Conviction Moves-Smart Money Convergence-Fund Consensus-Double-Down Detection

Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer