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First Trust Nasdaq Artificial Intelligence and Robotics ETF

69 hedge funds and large institutions have $93.2M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

28% more funds holding

Funds holding: 5469 (+15)

22% more capital invested

Capital invested by funds: $76.7M → $93.2M (+$16.5M)

0.23% less ownership

Funds ownership: 41.31%41.08% (-0.23%)

Holders
69
Holders Change
+15
Holders Change %
+27.78%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
27
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MW
26
MBL Wealth
North Carolina
$692K +$9.6K +177 +1%
PFA
27
Plotkin Financial Advisors
Maryland
$662K +$114K +2,098 +20%
Jane Street
28
Jane Street
New York
$556K -$38.6K -712 -6%
Carson Wealth (CWM LLC)
29
Carson Wealth (CWM LLC)
Nebraska
$461K
JWCA
30
J.W. Cole Advisors
Florida
$410K +$20.5K +378 +5%
Bessemer Group
31
Bessemer Group
New Jersey
$409K +$162K +2,990 +62%
HI
32
Harbour Investments
Wisconsin
$391K +$407K +7,512 New
CIAS
33
Capital Investment Advisory Services
North Carolina
$361K -$27.1K -500 -7%
Truist Financial
34
Truist Financial
North Carolina
$350K +$364K +6,710 New
PAG
35
Private Advisor Group
New Jersey
$323K +$336K +6,192 New
IA
36
IFP Advisors
Florida
$321K +$12.7K +235 +4%
SPIA
37
Steward Partners Investment Advisory
New York
$319K +$202K +3,725 +155%
Citigroup
38
Citigroup
New York
$292K +$262K +4,840 +631%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$290K +$302K +5,570 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$258K +$40.8K +752 +18%
FHA
41
Flagship Harbor Advisors
Massachusetts
$241K +$1.08K +20 +0.4%
Morgan Stanley
42
Morgan Stanley
New York
$238K +$247K +4,563 New
IA
43
IFG Advisory
Georgia
$224K -$976 -18 -0.4%
GWM
44
Geneos Wealth Management
Colorado
$210K
T
45
TRUADVICE
Florida
$210K +$213K +3,921 New
BWM
46
BerganKDV Wealth Management
Minnesota
$125K +$130K +2,398 New
VFA
47
Valeo Financial Advisors
Indiana
$99K +$46.4K +856 +82%
AWA
48
Arkadios Wealth Advisors
Georgia
$85K +$4.61K +85 +5%
Bank Julius Baer & Co
49
Bank Julius Baer & Co
Switzerland
$81K +$2.28K +42 +3%
FRA
50
Front Row Advisors
California
$62K +$1.35K +25 +2%

ROBT Hedge Fund Activity: Q1 2021 in Review

69 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q1 2021, worth a combined $93.2M — up 22% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ROBT positions and 4 closed out — a net gain of 15 holders — while 27 added to existing stakes and 12 trimmed.

The largest buyer was Sigma Planning Corp, opening a new position worth an estimated $4.03M. The largest seller was Royal Bank of Canada, cutting an estimated $3.69M.

  • 69 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q1 2021, up from 54 in Q4 2020.
  • Funds reported $93.2M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 19 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q1 2021 and 4 closed out, a net change of +15 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q1 2021 was Sigma Planning Corp, an estimated $4.03M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $3.69M sold.

Based on aggregated 13F filings for Q1 2021.