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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

125 hedge funds and large institutions have $203M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2023 Q3 according to their latest regulatory filings, with 38 funds opening new positions, 49 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

188% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 17

171% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 14

21% more funds holding

Funds holding: 103 → 125 (+22)

11% more capital invested

Capital invested by funds: $183M → $203M (+$20M)

6.38% more ownership

Funds ownership: 48.54% → 54.92% (+6.4%)

Holders
125
Holders Change
+22
Holders Change %
+21.36%
% of All Funds
1.98%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
38
Increased
49
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MMEA
Main Management ETF Advisors
California
+$23.9M
2
GLA
Good Life Advisors
Pennsylvania
+$6.89M
3
Bank of America
Bank of America
North Carolina
+$6.29M
4
LPL Financial
LPL Financial
California
+$6.19M
5
RJFSA
Raymond James Financial Services Advisors
Florida
+$4.91M

Top Sellers

Rank Fund Capital Flow
1
OMC
Old Mission Capital
Illinois
-$3.26M
2
PAG
Private Advisor Group
New Jersey
-$1.82M
3
DADC
D.A. Davidson & Co
Montana
-$1.81M
4
AI
Atria Investments
North Carolina
-$1.26M
5
JIP
Jaffetilchin Investment Partners
Florida
-$608K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFGS
101
Concourse Financial Group Securities
Alabama
$11.1K +$7.62K +175 +175%
PFBT
102
Parkside Financial Bank & Trust
Missouri
$10.5K +$11.2K +258 New
FIM
103
FWL Investment Management
Texas
$10.4K +$11.1K +256 New
CA
104
Centerpoint Advisors
Massachusetts
$10K +$10.9K +250 New
FCA
105
FinTrust Capital Advisors
South Carolina
$9.36K +$10.1K +231 New
GWS
106
Glassman Wealth Services
Virginia
$8.72K +$9.36K +215 New
ACA
107
Aptus Capital Advisors
Alabama
$7.29K +$7.62K +175 +3,500%
GWANC
108
Guardian Wealth Advisors (North Carolina)
North Carolina
$7.29K +$7.62K +175 +3,500%
TFA
109
Toth Financial Advisory
Virginia
$6.28K +$6.75K +155 New
LFG
110
Larson Financial Group
Missouri
$6.28K +$218 +5 +3%
CMP
111
Coston McIsaac & Partners
Maine
$6K +$7.01K +161 New
US Bancorp
112
US Bancorp
Minnesota
$4.86K +$5.22K +120 New
CSPIA
113
Cary Street Partners Investment Advisory
Virginia
$4.82K +$5.18K +119 New
Fidelity Investments
114
Fidelity Investments
Massachusetts
$4.62K – – –
BBPWM
115
Blue Bell Private Wealth Management
Pennsylvania
$3.69K – – –
NFSG
116
Newbridge Financial Services Group
Florida
$2.79K +$3K +69 New
SHIM
117
Stone House Investment Management
Pennsylvania
$2.44K – – –
AIP
118
Ameritas Investment Partners
Nebraska
$2.43K +$2.61K +60 New
EW
119
Element Wealth
Mississippi
$1.99K – – –
BWM
120
Baystate Wealth Management
Massachusetts
$1.9K +$2.05K +47 New
PTC
121
Private Trust Company
Ohio
$1.82K – – –
CWP
122
Concord Wealth Partners
Virginia
$1.42K +$1.52K +35 New
CFD
123
Creative Financial Designs
Indiana
$733 – – –
AWM
124
Avior Wealth Management
Nebraska
$648 – – –
HWP
125
Hibernia Wealth Partners
Louisiana
$487 +$522 +12 New
2 3 4
5
6

ROBT Hedge Fund Activity: Q3 2023 in Review

125 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q3 2023, worth a combined $203M — up 11% from $183M a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new ROBT positions and 14 closed out — a net gain of 24 holders — while 49 added to existing stakes and 17 trimmed.

The largest buyer was Main Management ETF Advisors, adding an estimated $23.9M. The largest seller was Old Mission Capital, exiting entirely with an estimated $3.26M sold.

  • 125 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q3 2023, up from 103 in Q2 2023.
  • Funds reported $203M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q3 2023, up 11% quarter-over-quarter.
  • 38 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q3 2023 and 14 closed out, a net change of +24 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q3 2023 was Main Management ETF Advisors, an estimated $23.9M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q3 2023 was Old Mission Capital, an estimated $3.26M sold.

Based on aggregated 13F filings for Q3 2023.