We are live on ! Find out more
ROBT icon

First Trust Nasdaq Artificial Intelligence and Robotics ETF

83 hedge funds and large institutions have $102M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 33 increasing their positions, 19 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

74% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 19

1.18% less ownership

Funds ownership: 43.95%42.77% (-1.2%)

10% less funds holding

Funds holding: 9283 (-9)

22% less capital invested

Capital invested by funds: $131M → $102M (-$28.8M)

47% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 15

Holders
83
Holders Change
-9
Holders Change %
-9.78%
% of All Funds
1.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
33
Reduced
19
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$18.4M +$1.22M +25,272 +7%
Bank of America
2
Bank of America
North Carolina
$8.25M +$23.7K +492 +0.3%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$6.57M +$2.25M +46,629 +50%
SIG
4
Sargent Investment Group
Maryland
$5.62M -$741K -15,358 -11%
SWAG
5
Spectrum Wealth Advisory Group
California
$4.55M +$1.64M +33,981 +55%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$4.46M +$150K +3,116 +3%
Cetera Investment Advisers
7
Cetera Investment Advisers
Illinois
$3.56M -$764K -15,830 -17%
Cambridge Investment Research Advisors
8
Cambridge Investment Research Advisors
Iowa
$3.5M +$384K +7,954 +12%
Osaic Holdings
9
Osaic Holdings
Arizona
$3.32M -$2.82M -58,433 -34%
BFEC
10
Benjamin F. Edwards & Company
Missouri
$3.31M -$587K -12,167 -15%
PAG
11
Private Advisor Group
New Jersey
$2.82M +$76.2K +1,579 +3%
Mariner
12
Mariner
Kansas
$2.79M +$2.85M +59,054 New
AI
13
Atria Investments
North Carolina
$2.79M +$2.85M +58,988 New
Citadel Advisors
14
Citadel Advisors
Florida
$2.6M +$2.65M +54,892 New
Morgan Stanley
15
Morgan Stanley
New York
$2.45M -$1.14M -23,560 -31%
FAM
16
Flaharty Asset Management
Florida
$1.95M +$12.9K +268 +0.7%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.77M +$55.4K +1,149 +3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$1.75M +$355K +7,366 +25%
YIA
19
YHB Investment Advisors
Connecticut
$1.53M +$132K +2,743 +9%
Ameriprise
20
Ameriprise
Minnesota
$1.48M +$421K +8,721 +39%
Wells Fargo
21
Wells Fargo
California
$1.44M -$2.6M -53,957 -64%
KAS
22
Kestra Advisory Services
Texas
$1.42M -$2.33M -48,276 -62%
Stifel Financial
23
Stifel Financial
Missouri
$1.36M -$369K -7,646 -21%
Jane Street
24
Jane Street
New York
$1.35M +$1.2M +24,850 +658%
RJA
25
Raymond James & Associates
Florida
$1.05M -$569K -11,802 -35%

ROBT Hedge Fund Activity: Q1 2022 in Review

83 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q1 2022, worth a combined $102M — down 22% from $131M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of ROBT and 8 opened new positions — a net loss of 7 holders — while 19 trimmed existing stakes and 33 added.

The largest buyer was Mariner, opening a new position worth an estimated $2.85M. The largest seller was D.A. Davidson & Co, exiting entirely with an estimated $12.1M sold.

  • 83 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q1 2022, down from 92 in Q4 2021.
  • Funds reported $102M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q1 2022, down 22% quarter-over-quarter.
  • 8 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q1 2022 and 15 closed out, a net change of -7 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q1 2022 was Mariner, an estimated $2.85M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q1 2022 was D.A. Davidson & Co, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2022.