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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

125 hedge funds and large institutions have $203M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

21% more funds holding

Funds holding: 103 → 125 (+22)

11% more capital invested

Capital invested by funds: $183M → $203M (+$20M)

6.38% more ownership

Funds ownership: 48.54% → 54.92% (+6.4%)

Holders
125
Holders Change
+22
Holders Change %
+21.36%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
49
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMEA
Main Management ETF Advisors
California
+$23.9M
2
GLA
Good Life Advisors
Pennsylvania
+$6.89M
3
Bank of America
Bank of America
North Carolina
+$6.29M
4
LPL Financial
LPL Financial
California
+$6.19M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.91M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$3.26M
2
PAG
Private Advisor Group
New Jersey
-$1.82M
3
DADC
D.A. Davidson & Co
Montana
-$1.81M
4
AI
Atria Investments
North Carolina
-$1.26M
5
JIP
Jaffetilchin Investment Partners
Florida
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
26
AE Wealth Management
Kansas
$1.83M +$1.58M +36,191 +408%
KAS
27
Kestra Advisory Services
Texas
$1.82M +$203K +4,672 +12%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$1.81M +$299K +6,878 +18%
EWM
29
EPG Wealth Management
Georgia
$1.7M +$1.83M +42,073 New
BFO
30
Biltmore Family Office
North Carolina
$1.69M +$105K +2,413 +6%
TC
31
TAP Consulting
Missouri
$1.42M +$23K +529 +2%
PAG
32
Private Advisor Group
New Jersey
$1.24M -$1.82M -41,838 -58%
BTWM
33
Baker Tilly Wealth Management
Wisconsin
$1.14M +$744K +17,079 +155%
PFS
34
Prospera Financial Services
Texas
$1.07M +$363K +8,339 +46%
FAM
35
Flaharty Asset Management
Florida
$1.06M -$24.5K -562 -2%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$1.02M +$61.2K +1,406 +6%
NA
37
NewEdge Advisors
Louisiana
$978K +$19.1K +439 +2%
KWM
38
Kingsview Wealth Management
Oregon
$967K +$1.04M +23,875 New
OC
39
Oppenheimer & Co
New York
$789K +$275K +6,305 +48%
SPIA
40
Steward Partners Investment Advisory
New York
$750K -$163K -3,745 -17%
C
41
Certuity
Florida
$701K +$753K +17,294 New
PFG
42
Prosperity Financial Group
California
$684K +$735K +16,885 New
FHC
43
First Heartland Consultants
Missouri
$638K +$382K +8,773 +126%
GIA
44
Gladstone Institutional Advisory
Florida
$630K +$89.9K +2,064 +15%
AWS
45
Atria Wealth Solutions
New York
$612K +$160K +3,685 +32%
LWM
46
Laidlaw Wealth Management
New York
$580K -$81.9K -1,881 -12%
NS
47
NBC Securities
Alabama
$566K +$609K +13,986 New
MSFS
48
Main Street Financial Solutions
Pennsylvania
$531K -$68.7K -1,577 -11%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$492K +$529K +12,153 New
OIA
50
OneDigital Investment Advisors
Kansas
$474K -$49.6K -1,139 -9%
1
2
3 4 5

ROBT Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q3 2023, worth a combined $203M — up 11% from $183M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ROBT positions and 14 closed out — a net gain of 24 holders — while 49 added to existing stakes and 17 trimmed.

The largest buyer was Main Management ETF Advisors, adding an estimated $23.9M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.26M sold.

  • 125 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q3 2023, up from 103 in Q2 2023.
  • Funds reported $203M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 38 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q3 2023 and 14 closed out, a net change of +24 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q3 2023 was Main Management ETF Advisors, an estimated $23.9M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q3 2023 was Old Mission Capital, an estimated $3.26M sold.

Based on aggregated 13F filings for Q3 2023.