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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

150 hedge funds and large institutions have $237M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2025 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 41 increasing their positions, 36 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

23% more capital invested

Capital invested by funds: $192M → $237M (+$44.4M)

14% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 36

8% more funds holding

Funds holding: 139 → 150 (+11)

1.2% more ownership

Funds ownership: 46.33% → 47.53% (+1.2%)

Holders
150
Holders Change
+11
Holders Change %
+7.91%
% of All Funds
1.97%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
41
Reduced
36
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.1M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$1.73M
3
LPL Financial
LPL Financial
California
+$1.56M
4
Stifel Financial
Stifel Financial
Missouri
+$1.28M
5
APWA
Atlas Private Wealth Advisors
New Jersey
+$1.28M

Top Sellers

Rank Fund Capital Flow
1
SCP
Silverleafe Capital Partners
Tennessee
-$2.86M
2
Baird Financial Group
Baird Financial Group
Wisconsin
-$1.79M
3
EWM
EPG Wealth Management
Georgia
-$1.76M
4
AWA
Arkadios Wealth Advisors
Georgia
-$1.73M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$885K
Name Holding Trade Value Shares
Change 		Change in
Stake
SOS
51
Silver Oak Securities
Tennessee
$411K +$26.5K +615 +8%
BCI
52
Brinker Capital Investments
Pennsylvania
$403K -$72.4K -1,680 -17%
TPWA
53
Twin Peaks Wealth Advisors
California
$400K +$95.1K +2,206 +38%
LFAS
54
Level Four Advisory Services
Texas
$397K -$16.8K -390 -5%
SWP
55
Stratos Wealth Partners
Ohio
$391K +$16.3K +377 +5%
Bessemer Group
56
Bessemer Group
New Jersey
$379K – – –
EE
57
EWG Elevate
California
$369K +$329K +7,631 New
KWM
58
KFG Wealth Management
Indiana
$354K +$10.8K +250 +4%
PAG
59
Private Advisor Group
New Jersey
$351K +$31.5K +730 +11%
IFG
60
Independent Financial Group
California
$312K +$27.3K +633 +11%
KDA
61
Kraft Davis & Associates
Missouri
$307K – – –
NS
62
NBC Securities
Alabama
$291K +$25.8K +599 +11%
PWP
63
Pursue Wealth Partners
California
$290K – – –
CL
64
Choreo LLC
Illinois
$285K +$255K +5,907 New
BCM
65
Brookstone Capital Management
Illinois
$273K +$244K +5,652 New
PWS
66
Proactive Wealth Strategies
Georgia
$267K -$26.2K -607 -10%
D.E. Shaw & Co
67
D.E. Shaw & Co
New York
$265K – – –
SF
68
Synovus Financial
Georgia
$259K – – –
AIM
69
Advyzon Investment Management
Illinois
$258K +$230K +5,337 New
JWCA
70
J.W. Cole Advisors
Florida
$254K +$5.3K +123 +2%
WWM
71
Western Wealth Management
Colorado
$247K -$6.47K -150 -3%
EH
72
Equitable Holdings
New York
$242K +$216K +5,017 New
GVAG
73
Great Valley Advisor Group
Delaware
$240K +$215K +4,979 New
GCP
74
GSA Capital Partners
United Kingdom
$236K -$294K -6,828 -58%
PWA
75
Peterson Wealth Advisors
Utah
$235K +$210K +4,867 New
1 2
3
4 5

ROBT Hedge Fund Activity: Q2 2025 in Review

150 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q2 2025, worth a combined $237M — up 23% from $192M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ROBT positions and 13 closed out — a net gain of 12 holders — while 41 added to existing stakes and 36 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.1M. The largest seller was Silverleafe Capital Partners, exiting entirely with an estimated $2.86M sold.

  • 150 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q2 2025, up from 139 in Q1 2025.
  • Funds reported $237M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q2 2025, up 23% quarter-over-quarter.
  • 25 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q2 2025 and 13 closed out, a net change of +12 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q2 2025 was Morgan Stanley, an estimated $3.1M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q2 2025 was Silverleafe Capital Partners, an estimated $2.86M sold.

Based on aggregated 13F filings for Q2 2025.