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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
NECFA
101
New England Capital Financial Advisors
Connecticut
$33.6K +$182 +4 +0.5%
Simplex Trading
102
Simplex Trading
Illinois
$32K +$9.13K +201 +39%
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$27.9K
HNB
104
Huntington National Bank
Ohio
$27.7K
AG
105
AmeriFlex Group
Nevada
$27.4K +$26.4K +582 New
PGAM
106
Princeton Global Asset Management
New Jersey
$27K
GRP
107
Global Retirement Partners
California
$24.9K -$20.6K -453 -45%
DF
108
Dunhill Financial
United Kingdom
$24.5K +$45 +1 +0.2%
T
109
Tidemark
California
$23.9K
AssetMark Inc
110
AssetMark Inc
California
$22.6K -$12.3K -270 -35%
BL
111
BFSG LLC
California
$22.5K
BC
112
Barrett & Company
Rhode Island
$19.1K
EPAM
113
Evelyn Partners Asset Management
$18.4K +$18.6K +409 New
PNC Financial Services Group
114
PNC Financial Services Group
Pennsylvania
$17.5K
ADL
115
Asset Dedication LLC
California
$16.8K
US Bancorp
116
US Bancorp
Minnesota
$15.3K +$15.4K +340 New
FDW
117
Fourth Dimension Wealth
Ohio
$13.5K
IBOK
118
Independence Bank of Kentucky
Kentucky
$13.5K
JP Morgan Chase
119
JP Morgan Chase
New York
$12.9K +$12.9K +285 New
TCM
120
TD Capital Management
Tennessee
$12.4K
PFBT
121
Parkside Financial Bank & Trust
Missouri
$11.6K
CA
122
Centerpoint Advisors
Massachusetts
$11K
AWM
123
AllSquare Wealth Management
New York
$10.4K +$10.4K +230 New
Bank of Montreal
124
Bank of Montreal
Ontario, Canada
$9.01K
LFG
125
Larson Financial Group
Missouri
$7.66K

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.