ROBT — First Tr Exchange Traded Fd Institutional Holders · Q3 2026
Who owns First Tr Exchange Traded Fd (ROBT)? 7 institutions reported holding $786,249 in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Gerald Baker Financial Group LLC ($371,215), Peterson Wealth Advisors, LLC ($288,253), CoreCap Advisors, LLC ($65,215).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Gerald Baker Financial Group LLC | $371,215 | 6,267 | Hold |
| 2 | Peterson Wealth Advisors, LLC | $288,253 | 4,866 | Hold |
| 3 | CoreCap Advisors, LLC | $65,215 | 1,101 | Added |
| 4 | ELEVATION WEALTH PARTNERS, LLC | $30,032 | 507 | Hold |
| 5 | Polaris Financial Partners | $14,000 | 229 | New |
| 6 | TOTH FINANCIAL ADVISORY CORP | $9,182 | 155 | Hold |
| 7 | Farther Finance Advisors, LLC | $8,352 | 141 | Trimmed |
Source: SEC Form 13F filings · as of 2026-09-30