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First Trust Nasdaq Artificial Intelligence and Robotics ETF

146 hedge funds and large institutions have $203M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

7% more funds holding

Funds holding: 137146 (+9)

2.11% less ownership

Funds ownership: 47.94%45.84% (-2.1%)

6% less capital invested

Capital invested by funds: $217M → $203M (-$13.2M)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
37
Reduced
46
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LA
76
Legacy Advisors
Pennsylvania
$207K +$209K +4,600 New
SA
77
Sanctuary Advisors
Indiana
$204K -$15K -331 -7%
CFGS
78
Concourse Financial Group Securities
Alabama
$199K -$15.4K -340 -8%
HGERS
79
Householder Group Estate & Retirement Specialist
Arizona
$194K -$31.7K -697 -14%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$178K
AWM
81
AE Wealth Management
Kansas
$163K -$86.3K -1,899 -34%
AWM
82
Accredited Wealth Management
Kentucky
$151K +$152K +3,345 New
SPIA
83
Steward Partners Investment Advisory
New York
$142K -$2.86K -63 -2%
GSWM
84
Golden State Wealth Management
California
$114K +$115K +2,530 New
GK
85
Graney & King
New York
$104K +$105K +2,318 New
WA
86
Whipplewood Advisors
Colorado
$102K +$103K +2,260 New
SS
87
Sunbelt Securities
Texas
$96.5K
FRA
88
Front Row Advisors
California
$85.8K -$454 -10 -0.5%
MM
89
Main Management
California
$85K -$727 -16 -0.8%
CA
90
CoreCap Advisors
Michigan
$78.8K -$7.4K -163 -9%
CFD
91
Creative Financial Designs
Indiana
$72K +$363 +8 +0.5%
TSMHT
92
Thurston Springer Miller Herd & Titak
Indiana
$57.1K +$32.1K +707 +127%
EWP
93
Elevation Wealth Partners
California
$49.3K +$49.7K +1,095 New
FHA
94
First Horizon Advisors
Tennessee
$49.3K +$49.7K +1,094 New
SGC
95
Slocum, Gordon & Co
Rhode Island
$48.5K -$7.86M -173,106 -99%
MWA
96
Medallion Wealth Advisors
Connecticut
$46.2K +$48.1K +1,060 New
SAM
97
Sherman Asset Management
California
$45.5K +$45.9K +1,011 New
PA
98
PSI Advisors
Florida
$42.5K -$318 -7 -0.7%
Comerica Bank
99
Comerica Bank
Texas
$38.7K -$15.9K -350 -29%
IA
100
IFP Advisors
Florida
$36.5K +$1.95K +43 +6%

ROBT Hedge Fund Activity: Q4 2024 in Review

146 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q4 2024, worth a combined $203M — down 6.1% from $217M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ROBT positions and 18 closed out — a net gain of 12 holders — while 37 added to existing stakes and 46 trimmed.

The largest buyer was Gradient Investments, adding an estimated $1.73M. The largest seller was Slocum, Gordon & Co, cutting an estimated $7.86M.

  • 146 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q4 2024, up from 137 in Q3 2024.
  • Funds reported $203M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q4 2024, down 6.1% quarter-over-quarter.
  • 30 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q4 2024 and 18 closed out, a net change of +12 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q4 2024 was Gradient Investments, an estimated $1.73M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q4 2024 was Slocum, Gordon & Co, an estimated $7.86M sold.

Based on aggregated 13F filings for Q4 2024.