We are live on ! Find out more
ROBT icon

First Trust Nasdaq Artificial Intelligence and Robotics ETF

24 hedge funds and large institutions have $15.6M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2019 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 10 increasing their positions, 2 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 2

93% more capital invested

Capital invested by funds: $8.06M → $15.6M (+$7.5M)

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

8.46% more ownership

Funds ownership: 21.49%29.95% (+8.5%)

0% more funds holding

Funds holding: 2424 (0)

Holders
24
Holders Change
Holders Change %
0%
% of All Funds
0.52%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
10
Reduced
2
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$2.45M +$1.4M +43,169 +140%
RJFSA
2
Raymond James Financial Services Advisors
Florida
$2.2M +$2.16M +66,377 New
AG
3
Advisor Group
Arizona
$1.98M +$1.01M +30,977 +108%
Bank of America
4
Bank of America
North Carolina
$1.88M +$451K +13,866 +32%
Jane Street
5
Jane Street
New York
$1.52M +$146K +4,495 +11%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$953K +$264K +8,100 +39%
YIA
7
YHB Investment Advisors
Connecticut
$752K +$85.4K +2,625 +13%
LTFS
8
Ladenburg Thalmann Financial Services
Florida
$663K +$103K +3,159 +19%
Stifel Financial
9
Stifel Financial
Missouri
$577K +$572K +17,576 New
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$535K +$525K +16,144 New
Carson Wealth (CWM LLC)
11
Carson Wealth (CWM LLC)
Nebraska
$461K
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$337K +$331K +10,171 New
KA
13
Kovack Advisors
Florida
$326K +$48.8K +1,500 +18%
MML Investors Services
14
MML Investors Services
Massachusetts
$263K +$258K +7,929 New
RJA
15
Raymond James & Associates
Florida
$240K +$236K +7,249 New
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$217K -$31.2K -958 -13%
MIFH
17
Migdal Insurance & Financial Holdings
Israel
$94K +$33.6K +1,033 +57%
BFEC
18
Benjamin F. Edwards & Company
Missouri
$57K -$98 -3 -0.2%
Citigroup
19
Citigroup
New York
$27K +$3.25K +100 +14%
GWM
20
Geneos Wealth Management
Colorado
$16K
NFG
21
Next Financial Group
Texas
$10K
FRA
22
Front Row Advisors
California
$2K
CAN
23
Cetera Advisor Networks
California
-$378K -12,003 Closed
CA
24
Cetera Advisors
Colorado
-$55K -1,764 Closed
UBS Group
25
UBS Group
Switzerland
-$45K -1,423 Closed

ROBT Hedge Fund Activity: Q2 2019 in Review

24 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q2 2019, worth a combined $15.6M — up 93% from $8.06M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new ROBT positions and 6 closed out — a net gain of 1 holder — while 10 added to existing stakes and 2 trimmed.

The largest buyer was Raymond James Financial Services Advisors, opening a new position worth an estimated $2.16M. The largest seller was Cetera Advisor Networks, exiting entirely with an estimated $378K sold.

  • 24 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $15.6M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q2 2019, up 93% quarter-over-quarter.
  • 7 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q2 2019 and 6 closed out, a net change of +1 holder.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q2 2019 was Raymond James Financial Services Advisors, an estimated $2.16M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q2 2019 was Cetera Advisor Networks, an estimated $378K sold.

Based on aggregated 13F filings for Q2 2019.