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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

131 hedge funds and large institutions have $280M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

10% more capital invested

Capital invested by funds: $255M → $280M (+$25M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

1.79% less ownership

Funds ownership: 51.9% → 50.11% (-1.8%)

4% less funds holding

Funds holding: 137 → 131 (-6)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
131
Holders Change
-6
Holders Change %
-4.38%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
14
Increased
62
Reduced
28
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$7.78M
2
Bank of America
Bank of America
North Carolina
+$6M
3
UBS Group
UBS Group
Switzerland
+$5.6M
4
SCP
Silverleafe Capital Partners
Tennessee
+$3.78M
5
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$3.29M

Top Sellers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
-$2.7M
2
Wells Fargo
Wells Fargo
California
-$2.57M
3
AWM
AE Wealth Management
Kansas
-$1.94M
4
Morgan Stanley
Morgan Stanley
New York
-$1.91M
5
Jane Street
Jane Street
New York
-$1.88M
Name Holding Trade Value Shares
Change 		Change in
Stake
PGAM
101
Princeton Global Asset Management
New Jersey
$27.1K – – –
DF
102
Dunhill Financial
United Kingdom
$25.3K -$402 -9 -2%
BL
103
BFSG LLC
California
$22.6K – – –
BC
104
Barrett & Company
Rhode Island
$19.2K +$19K +425 New
IBOK
105
Independence Bank of Kentucky
Kentucky
$18.3K – – –
TCM
106
TD Capital Management
Tennessee
$17.6K +$2.99K +67 +21%
PNC Financial Services Group
107
PNC Financial Services Group
Pennsylvania
$17.6K – – –
ADL
108
Asset Dedication LLC
California
$17K – – –
MSG
109
Main Street Group
Virginia
$13.4K +$13.4K +300 New
PFBT
110
Parkside Financial Bank & Trust
Missouri
$11.7K – – –
FIM
111
FWL Investment Management
Texas
$11.7K +$2.77K +62 +32%
Comerica Bank
112
Comerica Bank
Texas
$11.3K +$11.2K +250 New
CA
113
Centerpoint Advisors
Massachusetts
$11K – – –
JP Morgan Chase
114
JP Morgan Chase
New York
$10.5K +$446 +10 +4%
FCA
115
FinTrust Capital Advisors
South Carolina
$10.5K – – –
ACA
116
Aptus Capital Advisors
Alabama
$8.14K – – –
GWANC
117
Guardian Wealth Advisors (North Carolina)
North Carolina
$8.14K – – –
PTC
118
Private Trust Company
Ohio
$7.51K +$5.4K +121 +269%
TFA
119
Toth Financial Advisory
Virginia
$7.01K – – –
CMP
120
Coston McIsaac & Partners
Maine
$7K -$10.6K -237 -60%
AAG
121
Accordant Advisory Group
Maryland
$6.88K +$6.78K +152 New
PS
122
Principal Securities
Iowa
$5.43K – – –
IRC
123
Investors Research Corp
Georgia
$3.21K +$3.17K +71 New
NFSG
124
Newbridge Financial Services Group
Florida
$3.12K – – –
AIP
125
Ameritas Investment Partners
Nebraska
$2.71K – – –
3 4
5
6 7

ROBT Hedge Fund Activity: Q1 2024 in Review

131 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q1 2024, worth a combined $280M — up 9.8% from $255M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ROBT and 14 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 62 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.78M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $2.7M sold.

  • 131 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q1 2024, down from 137 in Q4 2023.
  • Funds reported $280M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 14 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q1 2024 and 18 closed out, a net change of -4 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $7.78M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q1 2024 was RiverFront Investment Group, an estimated $2.7M sold.

Based on aggregated 13F filings for Q1 2024.