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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

139 hedge funds and large institutions have $192M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 27

0.49% more ownership

Funds ownership: 45.84% → 46.33% (+0.49%)

5% less funds holding

Funds holding: 146 → 139 (-7)

5% less capital invested

Capital invested by funds: $203M → $192M (-$11.1M)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
139
Holders Change
-7
Holders Change %
-4.79%
% of All Funds
1.86%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
50
Reduced
27
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$4.75M
2
SCP
Silverleafe Capital Partners
Tennessee
+$3.18M
3
AWA
Arkadios Wealth Advisors
Georgia
+$2.09M
4
APWA
Atlas Private Wealth Advisors
New Jersey
+$1.44M
5
Morgan Stanley
Morgan Stanley
New York
+$1.16M

Top Sellers

Rank Fund Capital Flow
1
GI
Gradient Investments
Minnesota
-$5.68M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.87M
3
FAM
Flaharty Asset Management
Florida
-$1.1M
4
AAP
Arax Advisory Partners
Colorado
-$880K
5
MFS
Mattson Financial Services
Michigan
-$734K
Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
126
IMG Wealth Management
Florida
$3.66K – – –
ANBT
127
American National Bank & Trust
Texas
$3.13K +$3.48K +77 New
IRC
128
Investors Research Corp
Georgia
$2.89K – – –
CA
129
Clearstead Advisors
Ohio
$2.53K – – –
AIP
130
Ameritas Investment Partners
Nebraska
$2.44K – – –
BWM
131
Bernard Wealth Management
Michigan
$2.03K +$2.26K +50 New
PTC
132
Private Trust Company
Ohio
$1.83K – – –
CWP
133
Concord Wealth Partners
Virginia
$1.42K – – –
MCM
134
MAI Capital Management
Ohio
$1.38K – – –
FIM
135
FWL Investment Management
Texas
$610 – – –
SS
136
SBI Securities
Japan
$285 +$317 +7 New
ACA
137
Aptus Capital Advisors
Alabama
$203 – – –
GWANC
138
Guardian Wealth Advisors (North Carolina)
North Carolina
$203 – – –
NC
139
North Capital
Utah
$122 +$136 +3 New
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$41 – – –
GI
141
Gradient Investments
Minnesota
– -$5.68M -126,128 Closed
MFS
142
Mattson Financial Services
Michigan
– -$734K -16,770 Closed
BFA
143
Brendel Financial Advisors
New Hampshire
– -$654K -14,514 Closed
LWM
144
Laidlaw Wealth Management
New York
– -$529K -11,753 Closed
SWAG
145
Spectrum Wealth Advisory Group
California
– -$246K -5,462 Closed
CSA
146
Cottage Street Advisors
Massachusetts
– -$229K -5,087 Closed
DADC
147
D.A. Davidson & Co
Montana
– -$221K -4,896 Closed
PWA
148
Peterson Wealth Advisors
Utah
– -$223K -4,867 Closed
LA
149
Legacy Advisors
Pennsylvania
– -$207K -4,600 Closed
SA
150
Sanctuary Advisors
Indiana
– -$204K -4,307 Closed
3 4 5
6
7

ROBT Hedge Fund Activity: Q1 2025 in Review

139 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q1 2025, worth a combined $192M — down 5.4% from $203M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ROBT and 14 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 50 added.

The largest buyer was Wells Fargo, adding an estimated $4.75M. The largest seller was Gradient Investments, exiting entirely with an estimated $5.68M sold.

  • 139 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q1 2025, down from 146 in Q4 2024.
  • Funds reported $192M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q1 2025, down 5.4% quarter-over-quarter.
  • 14 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q1 2025 was Wells Fargo, an estimated $4.75M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q1 2025 was Gradient Investments, an estimated $5.68M sold.

Based on aggregated 13F filings for Q1 2025.