ROBT FIRST TR EXCHANGE-TRADED FD

Ownership history in TAP Consulting, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which TAP Consulting, LLC 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
0.42% (2024 Q1)
Avg. % of fund
0.37%
First filed
2023 Q1
Last filed
2024 Q3
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 30,338 -14,025 -31.6% 0.26% $1.3M $43.58
2024 Q2 ADDED 44,363 +1,991 +4.7% 0.40% $1.9M $42.14
2024 Q1 ADDED 42,372 +4,649 +12.3% 0.42% $1.9M $44.94
2023 Q4 ADDED 37,723 +2,664 +7.6% 0.41% $1.7M $45.23
2023 Q3 ADDED 35,059 +529 +1.5% 0.37% $1.4M $40.21
2023 Q2 ADDED 34,530 +3,860 +12.6% 0.39% $1.6M $45.33
2023 Q1 INITIATED 30,670 0.32% $1.3M $42.25
% of Fund (quarterly)    ROBT price (monthly, adj. close)
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