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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

Overview Fund Activity

136 hedge funds and large institutions have $255M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2023 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 44 increasing their positions, 40 reducing their positions, and 11 closing their positions.

Holders
136
Holders Change
+12
Holders Change %
+9.68%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
23
Increased
44
Reduced
40
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Baird Financial Group
1
Baird Financial Group
Wisconsin
$11M
2
Morgan Stanley
2
Morgan Stanley
New York
$16.6M
3
RJA
3
Raymond James & Associates
Florida
$12.6M
4
SWAG
4
Spectrum Wealth Advisory Group
California
$4.21M
5
Ameriprise
5
Ameriprise
Minnesota
$11.7M

Top Sellers

1
MMEA
1
Main Management ETF Advisors
California
$12.4M
2
DADC
2
D.A. Davidson & Co
Montana
$354K
3
TAM
3
TCP Asset Management
Ohio
$284K
4
LPL Financial
4
LPL Financial
California
$31.7M
5
Wells Fargo
5
Wells Fargo
California
$15.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Simplex Trading
126
Simplex Trading
Illinois
$6K 144 +144 New
PS
127
Principal Securities
Iowa
$5.46K 120 +120 New
TRCT
128
Tower Research Capital (TRC)
New York
$5.28K 116 +116 New
BBPWM
129
Blue Bell Private Wealth Management
Pennsylvania
$4.14K 91 – –
NFSG
130
Newbridge Financial Services Group
Florida
$3.14K 69 – –
AIP
131
Ameritas Investment Partners
Nebraska
$2.73K 60 – –
LFG
132
Larson Financial Group
Missouri
$2.28K 50 -105 -68%
EW
133
Element Wealth
Mississippi
$2.23K 49 – –
PTC
134
Private Trust Company
Ohio
$2.05K 45 – –
CWP
135
Concord Wealth Partners
Virginia
$1.59K 35 – –
AWM
136
Abound Wealth Management
Tennessee
$683 15 +15 New
VWM
137
Valley Wealth Managers
New Jersey
$273 6 – –
Susquehanna International Group
138
Susquehanna International Group
Pennsylvania
– – -73,773 Closed
KWM
139
Kingsview Wealth Management
Oregon
– – -23,875 Closed
Creative Planning
140
Creative Planning
Kansas
– – -852 Closed
CCM
141
Chilton Capital Management
Texas
– – -467 Closed
RIA
142
Realta Investment Advisors
Delaware
– – -300 Closed
GWS
143
Glassman Wealth Services
Virginia
– – -215 Closed
US Bancorp
144
US Bancorp
Minnesota
– – -120 Closed
CSPIA
145
Cary Street Partners Investment Advisory
Virginia
– – -119 Closed
SHIM
146
Stone House Investment Management
Pennsylvania
– – -60 Closed
AWM
147
Avior Wealth Management
Nebraska
– – -16 Closed
HWP
148
Hibernia Wealth Partners
Louisiana
– – -12 Closed
2 3 4 5
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