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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

103 hedge funds and large institutions have $183M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 17

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

64% more capital invested

Capital invested by funds: $111M → $183M (+$71.7M)

14% more funds holding

Funds holding: 90 → 103 (+13)

0.65% more ownership

Funds ownership: 47.89% → 48.54% (+0.65%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
103
Holders Change
+13
Holders Change %
+14.44%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
37
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$12.6M
2
Wells Fargo
Wells Fargo
California
+$12M
3
DADC
D.A. Davidson & Co
Montana
+$6.89M
4
Bank of America
Bank of America
North Carolina
+$4.24M
5
Mariner
Mariner
Kansas
+$4.22M

Top Sellers

Rank Fund Capital Flow
1
JAWM
J. Arnold Wealth Management
Ohio
-$10.7M
2
Jane Street
Jane Street
New York
-$3.69M
3
FTUS
Flow Traders U.S.
New York
-$2.78M
4
BAM
Belpointe Asset Management
Nevada
-$2.28M
5
YIA
YHB Investment Advisors
Connecticut
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFO
26
Biltmore Family Office
North Carolina
$1.79M +$94K +2,197 +6%
Commonwealth Equity Services
27
Commonwealth Equity Services
Massachusetts
$1.73M +$658K +15,383 +68%
TC
28
TAP Consulting
Missouri
$1.58M +$165K +3,860 +13%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.55M +$167K +3,892 +13%
AI
30
Atria Investments
North Carolina
$1.26M -$15.7K -366 -1%
FAM
31
Flaharty Asset Management
Florida
$1.22M -$134K -3,125 -10%
CAN
32
Cetera Advisor Networks
California
$1.16M +$1.08M +25,301 New
Northwestern Mutual Wealth Management
33
Northwestern Mutual Wealth Management
Wisconsin
$1.09M +$948K +22,160 +1,339%
NA
34
NewEdge Advisors
Louisiana
$1.08M +$184K +4,290 +22%
SPIA
35
Steward Partners Investment Advisory
New York
$1.02M +$811K +18,961 +576%
PFS
36
Prospera Financial Services
Texas
$824K +$143K +3,337 +23%
LWM
37
Laidlaw Wealth Management
New York
$740K -$30.2K -706 -4%
MSFS
38
Main Street Financial Solutions
Pennsylvania
$671K -$5.61K -131 -0.9%
GIA
39
Gladstone Institutional Advisory
Florida
$616K +$74.1K +1,732 +15%
JIP
40
Jaffetilchin Investment Partners
Florida
$608K +$570K +13,322 New
OC
41
Oppenheimer & Co
New York
$602K +$564K +13,181 New
OIA
42
OneDigital Investment Advisors
Kansas
$587K +$213K +4,976 +63%
AIFAIM
43
American Institute for Advanced Investment Management
Arizona
$522K +$151K +3,526 +45%
AWS
44
Atria Wealth Solutions
New York
$522K +$489K +11,426 New
BTWM
45
Baker Tilly Wealth Management
Wisconsin
$505K +$473K +11,050 New
PWP
46
Pursue Wealth Partners
California
$502K +$214K +5,000 +83%
FTUS
47
Flow Traders U.S.
New York
$479K -$2.78M -64,988 -86%
KPWS
48
Kestra Private Wealth Services
Texas
$447K +$419K +9,781 New
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
$445K +$417K +9,752 New
PFA
50
Plotkin Financial Advisors
Maryland
$430K -$20.6K -482 -5%
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ROBT Hedge Fund Activity: Q2 2023 in Review

103 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q2 2023, worth a combined $183M — up 64% from $111M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ROBT positions and 14 closed out — a net gain of 14 holders — while 37 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.6M. The largest seller was J. Arnold Wealth Management, exiting entirely with an estimated $10.7M sold.

  • 103 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q2 2023, up from 90 in Q1 2023.
  • Funds reported $183M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q2 2023, up 64% quarter-over-quarter.
  • 28 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q2 2023 and 14 closed out, a net change of +14 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q2 2023 was LPL Financial, an estimated $12.6M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q2 2023 was J. Arnold Wealth Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2023.