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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

131 hedge funds and large institutions have $280M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

10% more capital invested

Capital invested by funds: $255M → $280M (+$25M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.79% less ownership

Funds ownership: 51.9% → 50.11% (-1.8%)

4% less funds holding

Funds holding: 137 → 131 (-6)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
131
Holders Change
-6
Holders Change %
-4.38%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
62
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.78M
2
Bank of America
Bank of America
North Carolina
+$6M
3
UBS Group
UBS Group
Switzerland
+$5.6M
4
SCP
Silverleafe Capital Partners
Tennessee
+$3.78M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.29M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$2.7M
2
Wells Fargo
Wells Fargo
California
-$2.57M
3
AWM
AE Wealth Management
Kansas
-$1.94M
4
Morgan Stanley
Morgan Stanley
New York
-$1.91M
5
Jane Street
Jane Street
New York
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
26
Benjamin F. Edwards & Company
Missouri
$3.26M +$198K +4,437 +7%
CAN
27
Cetera Advisor Networks
California
$2.72M +$916K +20,539 +52%
EWM
28
EPG Wealth Management
Georgia
$2.55M -$16.2K -362 -0.6%
SIG
29
Sargent Investment Group
Maryland
$2.21M -$130K -2,910 -6%
TC
30
TAP Consulting
Missouri
$1.92M +$207K +4,649 +12%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$1.81M -$151K -3,389 -8%
GI
32
Gradient Investments
Minnesota
$1.76M +$971K +21,763 +127%
AI
33
Atria Investments
North Carolina
$1.54M +$25.5K +572 +2%
FAM
34
Flaharty Asset Management
Florida
$1.44M +$309K +6,923 +28%
PAG
35
Private Advisor Group
New Jersey
$1.4M +$122K +2,740 +10%
BAM
36
Belpointe Asset Management
Nevada
$1.32M +$621K +13,925 +91%
NA
37
NewEdge Advisors
Louisiana
$1.16M +$76.2K +1,707 +7%
AssetMark Inc
38
AssetMark Inc
California
$1.15M +$239K +5,345 +27%
KAS
39
Kestra Advisory Services
Texas
$1.07M +$285K +6,398 +37%
OC
40
Oppenheimer & Co
New York
$1.03M +$13.6K +304 +1%
EH
41
Equitable Holdings
New York
$960K +$301K +6,741 +47%
Bank of Nova Scotia
42
Bank of Nova Scotia
Ontario, Canada
$902K +$892K +20,000 New
PFG
43
Prosperity Financial Group
California
$899K +$132K +2,951 +17%
AWM
44
AE Wealth Management
Kansas
$775K -$1.94M -43,501 -72%
CA
45
Cetera Advisors
Colorado
$742K +$275K +6,170 +60%
AWS
46
Atria Wealth Solutions
New York
$727K +$18.3K +409 +3%
AAP
47
Arax Advisory Partners
Colorado
$692K +$326K +7,314 +92%
C
48
Certuity
Florida
$667K -$114K -2,550 -15%
Goldman Sachs
49
Goldman Sachs
New York
$667K -$332K -7,441 -34%
IAIM
50
International Assets Investment Management
Florida
$639K +$41.7K +935 +7%
1
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ROBT Hedge Fund Activity: Q1 2024 in Review

131 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q1 2024, worth a combined $280M — up 9.8% from $255M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ROBT and 14 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 62 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.78M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $2.7M sold.

  • 131 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q1 2024, down from 137 in Q4 2023.
  • Funds reported $280M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 14 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q1 2024 and 18 closed out, a net change of -4 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $7.78M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q1 2024 was RiverFront Investment Group, an estimated $2.7M sold.

Based on aggregated 13F filings for Q1 2024.