We are live on ! Find out more
ROBT icon

First Trust Nasdaq Artificial Intelligence and Robotics ETF

69 hedge funds and large institutions have $93.2M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2021 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 27 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

375% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 4

125% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 12

28% more funds holding

Funds holding: 5469 (+15)

22% more capital invested

Capital invested by funds: $76.7M → $93.2M (+$16.5M)

0.23% less ownership

Funds ownership: 41.31%41.08% (-0.23%)

Holders
69
Holders Change
+15
Holders Change %
+27.78%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
27
Reduced
12
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$12.4M +$3.68M +67,870 +40%
DADC
2
D.A. Davidson & Co
Montana
$9.56M +$266K +4,905 +3%
Bank of America
3
Bank of America
North Carolina
$9.34M -$39.8K -734 -0.4%
Osaic Holdings
4
Osaic Holdings
Arizona
$6.45M +$116K +2,132 +2%
SIG
5
Sargent Investment Group
Maryland
$5.63M +$698K +12,870 +14%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$4.7M -$3.69M -67,992 -43%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$4.12M +$766K +14,121 +22%
BFEC
8
Benjamin F. Edwards & Company
Missouri
$4.06M -$297K -5,471 -7%
SPC
9
Sigma Planning Corp
Michigan
$3.88M +$4.03M +74,374 New
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$3.44M -$283K -5,219 -7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.65M +$688K +12,698 +33%
SWAG
12
Spectrum Wealth Advisory Group
California
$2.37M +$2.47M +45,546 New
Citadel Advisors
13
Citadel Advisors
Florida
$2.18M -$1.9M -35,032 -46%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.61M +$115K +2,122 +7%
Stifel Financial
15
Stifel Financial
Missouri
$1.57M +$508K +9,372 +45%
RJA
16
Raymond James & Associates
Florida
$1.51M +$222K +4,090 +16%
Ameriprise
17
Ameriprise
Minnesota
$1.43M +$1.48M +27,373 New
YIA
18
YHB Investment Advisors
Connecticut
$1.4M -$27.1K -500 -2%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$1.27M +$498K +9,183 +60%
FAM
20
Flaharty Asset Management
Florida
$1.21M +$526K +9,695 +71%
KAS
21
Kestra Advisory Services
Texas
$1.18M -$97.9K -1,806 -7%
MIFH
22
Migdal Insurance & Financial Holdings
Israel
$1.18M +$1.23M +22,625 New
CAN
23
Cetera Advisor Networks
California
$755K -$75.2K -1,387 -9%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$736K +$766K +14,132 New
MSFS
25
Main Street Financial Solutions
Pennsylvania
$723K -$1.74K -32 -0.2%

ROBT Hedge Fund Activity: Q1 2021 in Review

69 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q1 2021, worth a combined $93.2M — up 22% from $76.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ROBT positions and 4 closed out — a net gain of 15 holders — while 27 added to existing stakes and 12 trimmed.

The largest buyer was Sigma Planning Corp, opening a new position worth an estimated $4.03M. The largest seller was Royal Bank of Canada, cutting an estimated $3.69M.

  • 69 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q1 2021, up from 54 in Q4 2020.
  • Funds reported $93.2M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q1 2021, up 22% quarter-over-quarter.
  • 19 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q1 2021 and 4 closed out, a net change of +15 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q1 2021 was Sigma Planning Corp, an estimated $4.03M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q1 2021 was Royal Bank of Canada, an estimated $3.69M sold.

Based on aggregated 13F filings for Q1 2021.