# FIRST TR EXCHANGE-TRADED FD (ROBT)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/ROBT/

- Reporting holders: 6
- Reported value: $772.2K
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $371.2K | 6,267 | 0.1% | 3 |
| [Peterson Wealth Advisors, LLC](https://holderbook.com/funds/1713558-peterson-wealth-advisors-llc/) | $288.3K | 4,866 | 0.0% | 6 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $65.2K | 1,101 | 0.0% | 11 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $30.0K | 507 | 0.0% | 8 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $9.2K | 155 | 0.0% | 13 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.4K | 141 | 0.0% | 4 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $14 | 229 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 6 | $772.2K |
| Q2 2026 | 183 | $379.4M |
| Q1 2026 | 171 | $335.9M |
| Q4 2025 | 180 | $333.9M |
| Q3 2025 | 167 | $295.4M |
| Q2 2025 | 151 | $246.6M |
| Q1 2025 | 139 | $192.5M |
| Q4 2024 | 147 | $203.1M |
| Q3 2024 | 137 | $216.3M |
| Q2 2024 | 148 | $262.0M |
| Q1 2024 | 130 | $305.4M |
| Q4 2023 | 137 | $254.8M |