We are live on ! Find out more
ROBT icon

First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

69 hedge funds and large institutions have $93.2M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

28% more funds holding

Funds holding: 54 → 69 (+15)

22% more capital invested

Capital invested by funds: $76.7M → $93.2M (+$16.5M)

0.23% less ownership

Funds ownership: 41.31% → 41.08% (-0.23%)

Holders
69
Holders Change
+15
Holders Change %
+27.78%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
27
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SPC
Sigma Planning Corp
Michigan
+$4.03M
2
LPL Financial
LPL Financial
California
+$3.68M
3
SWAG
Spectrum Wealth Advisory Group
California
+$2.47M
4
Ameriprise
Ameriprise
Minnesota
+$1.48M
5
MIFH
Migdal Insurance & Financial Holdings
Israel
+$1.23M

Top Sellers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.69M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.9M
3
FTUS
Flow Traders U.S.
New York
-$364K
4
BFEC
Benjamin F. Edwards & Company
Missouri
-$297K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$283K
Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
51
Clearview Wealth Advisors
Oregon
$28K – – –
COCM
52
Charter Oak Capital Management
New Hampshire
$27K +$813 +15 +3%
DSC
53
Duncker Streett & Co
Missouri
$26K – – –
DWMG
54
DB Wealth Management Group
California
$25K – – –
KTC
55
Kistler-Tiffany Companies
Pennsylvania
$23K – – –
IBOK
56
Independence Bank of Kentucky
Kentucky
$16K – – –
ADL
57
Asset Dedication LLC
California
$15K – – –
CAAS
58
Capital Asset Advisory Services
Michigan
$13K +$4.66K +86 +52%
TF
59
TimeScale Financial
Massachusetts
$10K – – –
SWM
60
Spire Wealth Management
Virginia
$9K +$9.11K +168 New
TCWA
61
Ten Capital Wealth Advisors
Washington
$9K +$9.65K +178 New
Fidelity Investments
62
Fidelity Investments
Massachusetts
$6K +$6.78K +125 New
SL
63
Savior LLC
Massachusetts
$5K +$4.72K +87 New
Wells Fargo
64
Wells Fargo
California
$5K +$4.77K +88 +8,800%
EW
65
Element Wealth
Mississippi
$3K – – –
TCWM
66
Total Clarity Wealth Management
Illinois
$3K +$2.71K +50 New
MA
67
Montag & Associates
Georgia
$2K +$1.63K +30 New
SFS
68
Sowell Financial Services
Arkansas
$1K – – –
FTUS
69
Flow Traders U.S.
New York
– -$364K -7,250 Closed
ASN
70
Advisory Services Network
Georgia
– -$80K -1,594 Closed
FCH
71
Freestone Capital Holdings
Washington
– -$5.47K -109 Closed
AWG
72
Altus Wealth Group
Colorado
– -$4K -81 Closed
ACA
73
Aptus Capital Advisors
Alabama
– +$271 +5 New
1 2
3

ROBT Hedge Fund Activity: Q1 2021 in Review

69 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q1 2021, worth a combined $93.2M — up 22% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ROBT positions and 4 closed out — a net gain of 15 holders — while 27 added to existing stakes and 12 trimmed.

The largest buyer was Sigma Planning Corp, opening a new position worth an estimated $4.03M. The largest seller was Royal Bank of Canada, cutting an estimated $3.69M.

  • 69 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q1 2021, up from 54 in Q4 2020.
  • Funds reported $93.2M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 19 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q1 2021 and 4 closed out, a net change of +15 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q1 2021 was Sigma Planning Corp, an estimated $4.03M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $3.69M sold.

Based on aggregated 13F filings for Q1 2021.