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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

74 hedge funds and large institutions have $77.8M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2022 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 24 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 25

1.29% less ownership

Funds ownership: 42.77% → 41.47% (-1.3%)

11% less funds holding

Funds holding: 83 → 74 (-9)

24% less capital invested

Capital invested by funds: $102M → $77.8M (-$24.1M)

60% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 15

Holders
74
Holders Change
-9
Holders Change %
-10.84%
% of All Funds
1.25%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
6
Increased
24
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HT
HAP Trading
New York
+$4M
2
PAG
Private Advisor Group
New Jersey
+$3.23M
3
RJA
Raymond James & Associates
Florida
+$2.17M
4
SWAG
Spectrum Wealth Advisory Group
California
+$193K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$155K

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$3.76M
2
Citadel Advisors
Citadel Advisors
Florida
-$1.91M
3
SIG
Sargent Investment Group
Maryland
-$1.59M
4
Morgan Stanley
Morgan Stanley
New York
-$1.09M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$990K
Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
51
Front Row Advisors
California
$58K -$14.4K -350 -18%
KTC
52
Kistler-Tiffany Companies
Pennsylvania
$32K – – –
COCM
53
Charter Oak Capital Management
New Hampshire
$24K +$205 +5 +0.8%
HNB
54
Huntington National Bank
Ohio
$23K – – –
CWA
55
Clearview Wealth Advisors
Oregon
$23K +$41 +1 +0.2%
DSC
56
Duncker Streett & Co
Missouri
$19K – – –
ADL
57
Asset Dedication LLC
California
$14K – – –
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$14K +$15.1K +367 New
IBOK
59
Independence Bank of Kentucky
Kentucky
$11K – – –
1IA
60
1834 Investment Advisors
Wisconsin
$10K – – –
GRP
61
Global Retirement Partners
California
$9K +$41 +1 +0.4%
CAAS
62
Capital Asset Advisory Services
Michigan
$7K -$205 -5 -3%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$7K – – –
TF
64
TimeScale Financial
Massachusetts
$7K – – –
LFG
65
Larson Financial Group
Missouri
$6K – – –
GWSG
66
GPS Wealth Strategies Group
Colorado
$5K – – –
Fidelity Investments
67
Fidelity Investments
Massachusetts
$4K -$2.95K -72 -39%
BBPWM
68
Blue Bell Private Wealth Management
Pennsylvania
$3K – – –
CAPTRUST Financial Advisors
69
CAPTRUST Financial Advisors
North Carolina
$3K – – –
EW
70
Element Wealth
Mississippi
$2K – – –
PTC
71
Private Trust Company
Ohio
$2K +$1.85K +45 New
CFD
72
Creative Financial Designs
Indiana
$1K – – –
WS
73
Wedbush Securities
California
– -$320K -6,765 Closed
MML Investors Services
74
MML Investors Services
Massachusetts
– -$294K -6,213 Closed
JWCA
75
J.W. Cole Advisors
Florida
– -$260K -5,497 Closed
1 2
3
4

ROBT Hedge Fund Activity: Q2 2022 in Review

74 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q2 2022, worth a combined $77.8M — down 24% from $102M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ROBT and 6 opened new positions — a net loss of 9 holders — while 25 trimmed existing stakes and 24 added.

The largest buyer was HAP Trading, opening a new position worth an estimated $4M. The largest seller was LPL Financial, cutting an estimated $3.76M.

  • 74 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q2 2022, down from 83 in Q1 2022.
  • Funds reported $77.8M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q2 2022, down 24% quarter-over-quarter.
  • 6 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q2 2022 and 15 closed out, a net change of -9 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q2 2022 was HAP Trading, an estimated $4M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q2 2022 was LPL Financial, an estimated $3.76M sold.

Based on aggregated 13F filings for Q2 2022.