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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
LFG
126
Larson Financial Group
Missouri
$2.26K – – –
EW
127
Element Wealth
Mississippi
$2.22K – – –
CWP
128
Concord Wealth Partners
Virginia
$1.58K – – –
WWP
129
WR Wealth Planners
Missouri
$905 +$892 +20 New
VWM
130
Valley Wealth Managers
New Jersey
$271 – – –
HI
131
Horizon Investments
North Carolina
$271 +$268 +6 New
BBPWM
132
Blue Bell Private Wealth Management
Pennsylvania
$45 -$4.02K -90 -99%
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$3 – – –
RIG
134
RiverFront Investment Group
Virginia
– -$2.7M -59,268 Closed
Jane Street
135
Jane Street
New York
– -$1.88M -41,255 Closed
BTWM
136
Baker Tilly Wealth Management
Wisconsin
– -$1.29M -28,381 Closed
PFS
137
Prospera Financial Services
Texas
– -$1.25M -27,557 Closed
FHC
138
First Heartland Consultants
Missouri
– -$712K -15,645 Closed
KW
139
KWB Wealth
California
– -$509K -11,181 Closed
IA
140
IFG Advisory
Georgia
– -$326K -7,150 Closed
ECA
141
Elevated Capital Advisors
Utah
– -$245K -5,384 Closed
KPWS
142
Kestra Private Wealth Services
Texas
– -$243K -5,327 Closed
SOS
143
Silver Oak Securities
Tennessee
– -$242K -5,311 Closed
AWA
144
Arkadios Wealth Advisors
Georgia
– -$203K -4,459 Closed
RFA
145
Resurgent Financial Advisors
Georgia
– -$103K -2,261 Closed
ASN
146
Advisory Services Network
Georgia
– -$68.2K -1,498 Closed
Fidelity Investments
147
Fidelity Investments
Massachusetts
– -$62.6K -1,374 Closed
RCM
148
Raleigh Capital Management
North Carolina
– -$28.2K -619 Closed
Simplex Trading
149
Simplex Trading
Illinois
– -$6K -144 Closed
TRCT
150
Tower Research Capital (TRC)
New York
– -$5.28K -116 Closed
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.