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First Trust Nasdaq Artificial Intelligence and Robotics ETF

24 hedge funds and large institutions have $8.06M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2019 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 7 increasing their positions, 2 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

250% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 2

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

26% more funds holding

Funds holding: 1924 (+5)

23% more capital invested

Capital invested by funds: $6.57M → $8.06M (+$1.5M)

1.69% less ownership

Funds ownership: 23.19%21.49% (-1.7%)

Holders
24
Holders Change
+5
Holders Change %
+26.32%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
9
Increased
7
Reduced
2
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$1.37M +$3.94K +132 +0.3%
Jane Street
2
Jane Street
New York
$1.32M -$618K -20,692 -33%
LPL Financial
3
LPL Financial
California
$981K +$554K +18,543 +151%
AG
4
Advisor Group
Arizona
$913K +$287K +9,603 +51%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$658K +$45.8K +1,535 +8%
YIA
6
YHB Investment Advisors
Connecticut
$640K +$11.2K +375 +2%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$534K +$43.1K +1,442 +9%
Carson Wealth (CWM LLC)
8
Carson Wealth (CWM LLC)
Nebraska
$461K +$253K +8,486 New
CAN
9
Cetera Advisor Networks
California
$378K +$358K +12,003 New
KA
10
Kovack Advisors
Florida
$266K -$16.5K -554 -6%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$239K +$224K +7,515 New
MIFH
12
Migdal Insurance & Financial Holdings
Israel
$57K +$53.8K +1,801 New
BFEC
13
Benjamin F. Edwards & Company
Missouri
$55K +$44.9K +1,504 +703%
CA
14
Cetera Advisors
Colorado
$55K +$52.7K +1,764 New
UBS Group
15
UBS Group
Switzerland
$45K +$42.5K +1,423 New
CWA
16
Clarus Wealth Advisors
Arizona
$23K
Citigroup
17
Citigroup
New York
$23K +$21.7K +725 New
GWM
18
Geneos Wealth Management
Colorado
$15K
NFG
19
Next Financial Group
Texas
$10K
NFH
20
NEXT Financial Holdings
Texas
$10K +$8.96K +300 New
AIM
21
Advantage Investment Management
Iowa
$3K
Morgan Stanley
22
Morgan Stanley
New York
$3K
FRA
23
Front Row Advisors
California
$2K
Goldman Sachs
24
Goldman Sachs
New York
-$1.31M -50,792 Closed
IA
25
IFP Advisors
Florida
-$43K -1,695 Closed

ROBT Hedge Fund Activity: Q1 2019 in Review

24 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q1 2019, worth a combined $8.06M — up 23% from $6.57M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ROBT positions and 4 closed out — a net gain of 5 holders — while 7 added to existing stakes and 2 trimmed.

The largest buyer was LPL Financial, adding an estimated $554K. The largest seller was Goldman Sachs, exiting entirely with an estimated $1.31M sold.

  • 24 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q1 2019, up from 19 in Q4 2018.
  • Funds reported $8.06M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q1 2019, up 23% quarter-over-quarter.
  • 9 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q1 2019 and 4 closed out, a net change of +5 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q1 2019 was LPL Financial, an estimated $554K added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q1 2019 was Goldman Sachs, an estimated $1.31M sold.

Based on aggregated 13F filings for Q1 2019.