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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

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: 137 → 146 (+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
–

Top Buyers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
+$1.73M
2
HI
Harbour Investments
Wisconsin
+$1.23M
3
Baird Financial Group
Baird Financial Group
Wisconsin
+$839K
4
BFA
Brendel Financial Advisors
New Hampshire
+$659K
5
IAIM
International Assets Investment Management
Florida
+$569K

Top Sellers

Rank Fund Capital Flow
1
SGC
Slocum, Gordon & Co
Rhode Island
-$7.86M
2
Jane Street
Jane Street
New York
-$4.46M
3
FTUS
Flow Traders U.S.
New York
-$4.15M
4
SA
SFI Advisors
New Jersey
-$2.34M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.18M
Name Holding Trade Value Shares
Change 		Change in
Stake
CMP
126
Coston McIsaac & Partners
Maine
$7K +$45 +1 +0.6%
TFA
127
Toth Financial Advisory
Virginia
$6.98K – – –
AAG
128
Accordant Advisory Group
Maryland
$6.85K – – –
PS
129
Principal Securities
Iowa
$5.41K – – –
KWM
130
Kiker Wealth Management
Georgia
$5.09K +$5.13K +113 New
GWSG
131
GPS Wealth Strategies Group
Colorado
$4.5K +$4.54K +100 New
Fidelity Investments
132
Fidelity Investments
Massachusetts
$4.25K +$454 +10 +12%
IWM
133
IMG Wealth Management
Florida
$4.05K +$4.09K +90 New
IRC
134
Investors Research Corp
Georgia
$3.2K – – –
CA
135
Clearstead Advisors
Ohio
$2.81K -$1.77K -39 -39%
AIP
136
Ameritas Investment Partners
Nebraska
$2.7K – – –
CFG
137
Copley Financial Group
California
$2.21K – – –
EW
138
Element Wealth
Mississippi
$2.21K – – –
PTC
139
Private Trust Company
Ohio
$2.03K – – –
CWP
140
Concord Wealth Partners
Virginia
$1.58K – – –
MCM
141
MAI Capital Management
Ohio
$1.53K +$1.54K +34 New
WWP
142
WR Wealth Planners
Missouri
$901 – – –
FIM
143
FWL Investment Management
Texas
$676 -$12K -265 -95%
NS
144
NBC Securities
Alabama
$252 -$425K -9,352 -100%
ACA
145
Aptus Capital Advisors
Alabama
$225 – – –
GWANC
146
Guardian Wealth Advisors (North Carolina)
North Carolina
$225 – – –
AWM
147
Avior Wealth Management
Nebraska
$90 – – –
BBPWM
148
Blue Bell Private Wealth Management
Pennsylvania
$45 – – –
Jane Street
149
Jane Street
New York
– -$4.46M -101,878 Closed
FTUS
150
Flow Traders U.S.
New York
– -$4.15M -94,677 Closed
3 4 5
6
7

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.