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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

77 hedge funds and large institutions have $102M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

12% more funds holding

Funds holding: 69 → 77 (+8)

9% more capital invested

Capital invested by funds: $93.2M → $102M (+$8.77M)

0.66% more ownership

Funds ownership: 41.08% → 41.74% (+0.66%)

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
29
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Osaic Holdings
Osaic Holdings
Arizona
+$2.53M
2
LPL Financial
LPL Financial
California
+$2.05M
3
BCM
Beck Capital Management
Texas
+$1.54M
4
DADC
D.A. Davidson & Co
Montana
+$1.2M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
SPC
Sigma Planning Corp
Michigan
-$3.88M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.18M
3
RJFSA
Raymond James Financial Services Advisors
Florida
-$1.35M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$736K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$433K
Name Holding Trade Value Shares
Change 		Change in
Stake
PFA
26
Plotkin Financial Advisors
Maryland
$671K -$18.5K -350 -3%
JWCA
27
J.W. Cole Advisors
Florida
$476K +$47.8K +904 +11%
Carson Wealth (CWM LLC)
28
Carson Wealth (CWM LLC)
Nebraska
$461K – – –
Bessemer Group
29
Bessemer Group
New Jersey
$426K – – –
Jane Street
30
Jane Street
New York
$419K -$157K -2,960 -28%
GIA
31
Gladstone Institutional Advisory
Florida
$404K +$393K +7,438 New
IA
32
IFP Advisors
Florida
$370K +$37K +699 +12%
CIAS
33
Capital Investment Advisory Services
North Carolina
$367K -$8.99K -170 -2%
Morgan Stanley
34
Morgan Stanley
New York
$344K +$93.9K +1,776 +39%
Citigroup
35
Citigroup
New York
$335K +$30.1K +569 +10%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$328K +$24.9K +471 +8%
MML Investors Services
37
MML Investors Services
Massachusetts
$319K +$311K +5,884 New
Truist Financial
38
Truist Financial
North Carolina
$280K -$82K -1,550 -23%
WS
39
Wedbush Securities
California
$258K +$251K +4,751 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$247K -$21.5K -406 -8%
PWA
41
Peterson Wealth Advisors
Utah
$239K +$232K +4,394 New
IA
42
IFG Advisory
Georgia
$234K +$106 +2 +0%
HSA
43
HBK Sorce Advisory
Pennsylvania
$229K +$223K +4,210 New
GWM
44
Geneos Wealth Management
Colorado
$216K – – –
T
45
TRUADVICE
Florida
$207K -$740 -14 -0.4%
SPIA
46
Steward Partners Investment Advisory
New York
$157K -$171K -3,224 -53%
BWM
47
BerganKDV Wealth Management
Minnesota
$130K – – –
1832 Asset Management
48
1832 Asset Management
Ontario, Canada
$118K +$115K +2,173 New
ASN
49
Advisory Services Network
Georgia
$110K +$107K +2,014 New
AWA
50
Arkadios Wealth Advisors
Georgia
$99K +$10.6K +201 +12%
1
2
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ROBT Hedge Fund Activity: Q2 2021 in Review

77 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q2 2021, worth a combined $102M — up 9.4% from $93.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ROBT positions and 9 closed out — a net gain of 9 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.53M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $3.88M sold.

  • 77 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q2 2021, up from 69 in Q1 2021.
  • Funds reported $102M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q2 2021, up 9.4% quarter-over-quarter.
  • 18 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q2 2021 and 9 closed out, a net change of +9 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q2 2021 was Osaic Holdings, an estimated $2.53M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q2 2021 was Sigma Planning Corp, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2021.