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First Trust Nasdaq Artificial Intelligence and Robotics ETF

77 hedge funds and large institutions have $102M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2021 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 29 increasing their positions, 16 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 9

81% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 16

12% more funds holding

Funds holding: 6977 (+8)

9% more capital invested

Capital invested by funds: $93.2M → $102M (+$8.77M)

0.66% more ownership

Funds ownership: 41.08%41.74% (+0.66%)

Holders
77
Holders Change
+8
Holders Change %
+11.59%
% of All Funds
1.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
18
Increased
29
Reduced
16
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
51
Front Row Advisors
California
$85K +$22.7K +429 +36%
Bank Julius Baer & Co
52
Bank Julius Baer & Co
Switzerland
$82K -$2.49K -47 -3%
PVH
53
Psagot Value Holdings
Israel
$79K +$76.7K +1,450 New
KTC
54
Kistler-Tiffany Companies
Pennsylvania
$46K +$21.5K +406 +91%
COCM
55
Charter Oak Capital Management
New Hampshire
$33K +$5.29K +100 +19%
CWA
56
Clearview Wealth Advisors
Oregon
$29K
DSC
57
Duncker Streett & Co
Missouri
$27K
FFG
58
Ford Financial Group
California
$25K +$25K +472 New
IBOK
59
Independence Bank of Kentucky
Kentucky
$16K
SFPG
60
Stonebridge Financial Planning Group
Florida
$16K +$15.9K +300 New
ADL
61
Asset Dedication LLC
California
$15K
1IA
62
1834 Investment Advisors
Wisconsin
$15K +$14.5K +275 New
FCM
63
Firestone Capital Management
Florida
$15K +$14.5K +275 New
JPLA
64
Joseph P. Lucia & Associates
New York
$14K +$14K +265 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$13K +$5.98K +113 +90%
CAAS
66
Capital Asset Advisory Services
Michigan
$12K -$1.64K -31 -12%
HWM
67
Holloway Wealth Management
Florida
$10K
TCWA
68
Ten Capital Wealth Advisors
Washington
$10K
TF
69
TimeScale Financial
Massachusetts
$10K
GWSG
70
GPS Wealth Strategies Group
Colorado
$7K +$6.61K +125 New
GRP
71
Global Retirement Partners
California
$7K +$6.88K +130 New
SL
72
Savior LLC
Massachusetts
$5K
Wells Fargo
73
Wells Fargo
California
$5K +$53 +1 +1%
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$5K +$4.76K +90 New
EW
75
Element Wealth
Mississippi
$3K

ROBT Hedge Fund Activity: Q2 2021 in Review

77 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q2 2021, worth a combined $102M — up 9.4% from $93.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new ROBT positions and 9 closed out — a net gain of 9 holders — while 29 added to existing stakes and 16 trimmed.

The largest buyer was Osaic Holdings, adding an estimated $2.53M. The largest seller was Sigma Planning Corp, exiting entirely with an estimated $3.88M sold.

  • 77 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q2 2021, up from 69 in Q1 2021.
  • Funds reported $102M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q2 2021, up 9.4% quarter-over-quarter.
  • 18 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q2 2021 and 9 closed out, a net change of +9 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q2 2021 was Osaic Holdings, an estimated $2.53M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q2 2021 was Sigma Planning Corp, an estimated $3.88M sold.

Based on aggregated 13F filings for Q2 2021.