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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

103 hedge funds and large institutions have $183M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2023 Q2 according to their latest regulatory filings, with 28 funds opening new positions, 37 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

118% more repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 17

100% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 14

64% more capital invested

Capital invested by funds: $111M → $183M (+$71.7M)

14% more funds holding

Funds holding: 90 → 103 (+13)

0.65% more ownership

Funds ownership: 47.89% → 48.54% (+0.65%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
103
Holders Change
+13
Holders Change %
+14.44%
% of All Funds
1.62%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
28
Increased
37
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$12.6M
2
Wells Fargo
Wells Fargo
California
+$12M
3
DADC
D.A. Davidson & Co
Montana
+$6.89M
4
Bank of America
Bank of America
North Carolina
+$4.24M
5
Mariner
Mariner
Kansas
+$4.22M

Top Sellers

Rank Fund Capital Flow
1
JAWM
J. Arnold Wealth Management
Ohio
-$10.7M
2
Jane Street
Jane Street
New York
-$3.69M
3
FTUS
Flow Traders U.S.
New York
-$2.78M
4
BAM
Belpointe Asset Management
Nevada
-$2.28M
5
YIA
YHB Investment Advisors
Connecticut
-$1.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
PSI Advisors
Florida
$81.3K +$76.2K +1,781 New
MIFH
77
Migdal Insurance & Financial Holdings
Israel
$73K -$257K -6,010 -79%
FRA
78
Front Row Advisors
California
$63K – – –
Carson Wealth (CWM LLC)
79
Carson Wealth (CWM LLC)
Nebraska
$52K -$62.2K -1,453 -56%
IGWM
80
ICA Group Wealth Management
Colorado
$47.8K – – –
GRP
81
Global Retirement Partners
California
$46K -$385 -9 -0.9%
KTC
82
Kistler-Tiffany Companies
Pennsylvania
$38.9K – – –
HNB
83
Huntington National Bank
Ohio
$28.1K – – –
CWA
84
Clearview Wealth Advisors
Oregon
$28.1K +$43 +1 +0.2%
RCM
85
Raleigh Capital Management
North Carolina
$27.7K -$642 -15 -2%
CCM
86
Chilton Capital Management
Texas
$21.3K – – –
NECFA
87
New England Capital Financial Advisors
Connecticut
$17.8K – – –
ADL
88
Asset Dedication LLC
California
$17K – – –
RIA
89
Realta Investment Advisors
Delaware
$13.7K +$12.8K +300 New
IBOK
90
Independence Bank of Kentucky
Kentucky
$13.7K – – –
WP
91
WealthPLAN Partners
Nebraska
$13.2K +$12.4K +289 New
TF
92
TimeScale Financial
Massachusetts
$8.53K – – –
LFG
93
Larson Financial Group
Missouri
$6.85K – – –
Fidelity Investments
94
Fidelity Investments
Massachusetts
$5.21K – – –
CFGS
95
Concourse Financial Group Securities
Alabama
$4.57K +$4.28K +100 New
BBPWM
96
Blue Bell Private Wealth Management
Pennsylvania
$4.16K – – –
SHIM
97
Stone House Investment Management
Pennsylvania
$2.75K – – –
EW
98
Element Wealth
Mississippi
$2.24K – – –
PTC
99
Private Trust Company
Ohio
$2.06K – – –
CFD
100
Creative Financial Designs
Indiana
$826 – – –
1 2 3
4
5

ROBT Hedge Fund Activity: Q2 2023 in Review

103 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q2 2023, worth a combined $183M — up 64% from $111M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new ROBT positions and 14 closed out — a net gain of 14 holders — while 37 added to existing stakes and 17 trimmed.

The largest buyer was LPL Financial, adding an estimated $12.6M. The largest seller was J. Arnold Wealth Management, exiting entirely with an estimated $10.7M sold.

  • 103 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q2 2023, up from 90 in Q1 2023.
  • Funds reported $183M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q2 2023, up 64% quarter-over-quarter.
  • 28 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q2 2023 and 14 closed out, a net change of +14 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q2 2023 was LPL Financial, an estimated $12.6M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q2 2023 was J. Arnold Wealth Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2023.