ROBT — FIRST TR EXCHANGE TRADED FD

Ownership history in EWG Elevate Inc.  ·  1 quarter on record

This page tracks every 13F SEC filing in which EWG Elevate Inc. reported a position in FIRST TR EXCHANGE TRADED FD (ROBT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.11% (2025 Q2)
Avg. % of fund
0.11%
First filed
2025 Q2
Last filed
2025 Q2
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q2 INITIATED 7,631 — — 0.11% $369K $48.30
% of Fund (quarterly)    ROBT price (monthly, adj. close)

Other funds also holding ROBT

As of 2025 Q4 — sorted by position size

Rockport Wealth LLC 1.76% Biltmore Family Office, LLC 3Y 7Y 1.24% Granite Bay Wealth Management, LLC 3Y 0.73% Atlas Private Wealth Advisors 3Y 0.55% PURSUE WEALTH PARTNERS LLC 3Y 0.32% Gateway Wealth Partners, LLC 3Y 0.25% Virtus Family Office LLC 3Y 0.24% Plotkin Financial Advisors, LLC 0.24% Sargent Investment Group, LLC 3Y 7Y 0.21% WealthCare Investment Partners, LLC 3Y 0.21%
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