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First Trust Nasdaq Artificial Intelligence and Robotics ETF

92 hedge funds and large institutions have $131M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2021 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

186% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 7

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

15% more funds holding

Funds holding: 8092 (+12)

10% more capital invested

Capital invested by funds: $119M → $131M (+$11.9M)

1.71% less ownership

Funds ownership: 45.66%43.95% (-1.7%)

Holders
92
Holders Change
+12
Holders Change %
+15%
% of All Funds
1.42%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
33
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWP
26
Pursue Wealth Partners
California
$854K +$854K +15,500 New
MIFH
27
Migdal Insurance & Financial Holdings
Israel
$777K -$131K -2,381 -14%
MSFS
28
Main Street Financial Solutions
Pennsylvania
$761K
GIA
29
Gladstone Institutional Advisory
Florida
$735K +$285K +5,179 +63%
PFA
30
Plotkin Financial Advisors
Maryland
$637K -$44.1K -800 -6%
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$509K +$509K +9,240 New
IA
32
IFP Advisors
Florida
$459K +$53.4K +969 +13%
Bessemer Group
33
Bessemer Group
New Jersey
$432K
JWCA
34
J.W. Cole Advisors
Florida
$428K +$428K +7,763 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$403K +$57.2K +1,039 +17%
CIAS
36
Capital Investment Advisory Services
North Carolina
$373K
WS
37
Wedbush Securities
California
$369K +$58.9K +1,070 +19%
ATPW
38
Ashton Thomas Private Wealth
Arizona
$356K +$356K +6,462 New
MML Investors Services
39
MML Investors Services
Massachusetts
$339K +$10.7K +194 +3%
Truist Financial
40
Truist Financial
North Carolina
$326K +$21.3K +386 +7%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$310K +$50.3K +913 +19%
KPWS
42
Kestra Private Wealth Services
Texas
$309K +$103K +1,861 +50%
JPLA
43
Joseph P. Lucia & Associates
New York
$299K +$148K +2,680 +97%
IA
44
IFG Advisory
Georgia
$295K
WIP
45
WealthCare Investment Partners
Rhode Island
$283K +$283K +5,146 New
PWA
46
Peterson Wealth Advisors
Utah
$242K
HSA
47
HBK Sorce Advisory
Pennsylvania
$241K +$1.1K +20 +0.5%
CAN
48
Cetera Advisor Networks
California
$228K -$293K -5,322 -56%
WFA
49
WMG Financial Advisors
Tennessee
$228K +$228K +4,144 New
PPW
50
Pinnacle Private Wealth
Massachusetts
$227K +$227K +4,123 New

ROBT Hedge Fund Activity: Q4 2021 in Review

92 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q4 2021, worth a combined $131M — up 10% from $119M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new ROBT positions and 7 closed out — a net gain of 13 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Wells Fargo, adding an estimated $4M. The largest seller was Jane Street, cutting an estimated $6.86M.

  • 92 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q4 2021, up from 80 in Q3 2021.
  • Funds reported $131M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q4 2021, up 10% quarter-over-quarter.
  • 20 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q4 2021 and 7 closed out, a net change of +13 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q4 2021 was Wells Fargo, an estimated $4M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q4 2021 was Jane Street, an estimated $6.86M sold.

Based on aggregated 13F filings for Q4 2021.