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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

73 hedge funds and large institutions have $75.4M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

1.94% more ownership

Funds ownership: 41.47% → 43.42% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $77.8M → $75.4M (-$2.38M)

1% less funds holding

Funds holding: 74 → 73 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
22
Reduced
19
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
JAWM
J. Arnold Wealth Management
Ohio
+$9.19M
2
Jane Street
Jane Street
New York
+$1.59M
3
BAM
Belpointe Asset Management
Nevada
+$1.21M
4
Bank of America
Bank of America
North Carolina
+$1.01M
5
FTUS
Flow Traders U.S.
New York
+$664K

Top Sellers

Rank Fund Capital Flow
1
HT
HAP Trading
New York
-$3.62M
2
PAG
Private Advisor Group
New Jersey
-$2.97M
3
RJA
Raymond James & Associates
Florida
-$756K
4
ATPW
Ashton Thomas Private Wealth
Arizona
-$350K
5
Mariner
Mariner
Kansas
-$334K
Name Holding Trade Value Shares
Change 		Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$597K +$55.4K +1,432 +9%
FTUS
27
Flow Traders U.S.
New York
$578K +$664K +17,185 New
BFO
28
Biltmore Family Office
North Carolina
$543K +$624K +16,128 New
Stifel Financial
29
Stifel Financial
Missouri
$507K -$180K -4,658 -24%
MSFS
30
Main Street Financial Solutions
Pennsylvania
$472K -$696 -18 -0.1%
GIA
31
Gladstone Institutional Advisory
Florida
$442K -$72.7K -1,880 -13%
PFA
32
Plotkin Financial Advisors
Maryland
$351K – – –
UBS Group
33
UBS Group
Switzerland
$334K +$276K +7,129 +254%
MIFH
34
Migdal Insurance & Financial Holdings
Israel
$315K -$29.2K -756 -7%
IA
35
IFP Advisors
Florida
$310K +$11.1K +286 +3%
Bessemer Group
36
Bessemer Group
New Jersey
$264K – – –
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$253K +$2.75K +71 +1%
SOS
38
Silver Oak Securities
Tennessee
$232K +$222K +5,733 New
Truist Financial
39
Truist Financial
North Carolina
$224K +$11.7K +302 +5%
CIAS
40
Capital Investment Advisory Services
North Carolina
$220K – – –
Baird Financial Group
41
Baird Financial Group
Wisconsin
$218K – – –
IA
42
IFG Advisory
Georgia
$210K -$27.8K -718 -10%
IWC
43
Integrated Wealth Concepts
Massachusetts
$206K +$20.3K +525 +9%
WIP
44
WealthCare Investment Partners
Rhode Island
$203K +$21.9K +566 +10%
PWP
45
Pursue Wealth Partners
California
$202K -$58K -1,500 -20%
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$139K -$58.5K -1,512 -27%
BWM
47
BerganKDV Wealth Management
Minnesota
$81K +$92.7K +2,398 New
HGERS
48
Householder Group Estate & Retirement Specialist
Arizona
$81K +$93.3K +2,413 New
1832 Asset Management
49
1832 Asset Management
Ontario, Canada
$73K – – –
HI
50
Harbour Investments
Wisconsin
$65K – – –
1
2
3 4

ROBT Hedge Fund Activity: Q3 2022 in Review

73 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q3 2022, worth a combined $75.4M — down 3.1% from $77.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ROBT and 8 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 22 added.

The largest buyer was J. Arnold Wealth Management, opening a new position worth an estimated $9.19M. The largest seller was HAP Trading, exiting entirely with an estimated $3.62M sold.

  • 73 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q3 2022, down from 74 in Q2 2022.
  • Funds reported $75.4M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q3 2022, down 3.1% quarter-over-quarter.
  • 8 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q3 2022 and 9 closed out, a net change of -1 holder.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q3 2022 was J. Arnold Wealth Management, an estimated $9.19M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q3 2022 was HAP Trading, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2022.