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First Trust Nasdaq Artificial Intelligence and Robotics ETF

73 hedge funds and large institutions have $75.4M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 19

1.94% more ownership

Funds ownership: 41.47%43.42% (+1.9%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less capital invested

Capital invested by funds: $77.8M → $75.4M (-$2.38M)

1% less funds holding

Funds holding: 7473 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
73
Holders Change
-1
Holders Change %
-1.35%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
22
Reduced
19
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$10.1M +$70.4K +1,822 +0.6%
JAWM
2
J. Arnold Wealth Management
Ohio
$8M +$9.19M +237,672 New
Bank of America
3
Bank of America
North Carolina
$6.43M +$1.01M +26,127 +16%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.77M -$106K -2,754 -2%
Osaic Holdings
5
Osaic Holdings
Arizona
$3.76M +$77 +2 +0%
SWAG
6
Spectrum Wealth Advisory Group
California
$3.53M +$156K +4,032 +4%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$3.4M +$226K +5,848 +6%
SIG
8
Sargent Investment Group
Maryland
$2.87M +$25.7K +665 +0.8%
Cambridge Investment Research Advisors
9
Cambridge Investment Research Advisors
Iowa
$2.65M +$35.2K +910 +1%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.49M -$85.8K -2,218 -3%
BFEC
11
Benjamin F. Edwards & Company
Missouri
$2.45M +$34.5K +891 +1%
PAG
12
Private Advisor Group
New Jersey
$2.07M -$2.97M -76,863 -56%
Jane Street
13
Jane Street
New York
$2.01M +$1.59M +41,130 +222%
RJA
14
Raymond James & Associates
Florida
$1.87M -$756K -19,541 -26%
Mariner
15
Mariner
Kansas
$1.76M -$334K -8,638 -14%
AI
16
Atria Investments
North Carolina
$1.74M -$327K -8,451 -14%
FAM
17
Flaharty Asset Management
Florida
$1.27M -$81.2K -2,099 -5%
Ameriprise
18
Ameriprise
Minnesota
$1.21M +$38.4K +993 +3%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.2M -$112K -2,886 -7%
Wells Fargo
20
Wells Fargo
California
$1.12M +$63.8K +1,650 +5%
YIA
21
YHB Investment Advisors
Connecticut
$1.11M +$4.87K +126 +0.4%
BAM
22
Belpointe Asset Management
Nevada
$1.05M +$1.21M +31,166 New
Morgan Stanley
23
Morgan Stanley
New York
$785K -$75.5K -1,953 -8%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$681K -$37.3K -964 -5%
FHA
25
Flagship Harbor Advisors
Massachusetts
$664K -$72.1K -1,865 -9%

ROBT Hedge Fund Activity: Q3 2022 in Review

73 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q3 2022, worth a combined $75.4M — down 3.1% from $77.8M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of ROBT and 8 opened new positions — a net loss of 1 holder — while 19 trimmed existing stakes and 22 added.

The largest buyer was J. Arnold Wealth Management, opening a new position worth an estimated $9.19M. The largest seller was HAP Trading, exiting entirely with an estimated $3.62M sold.

  • 73 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q3 2022, down from 74 in Q2 2022.
  • Funds reported $75.4M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q3 2022, down 3.1% quarter-over-quarter.
  • 8 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q3 2022 and 9 closed out, a net change of -1 holder.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q3 2022 was J. Arnold Wealth Management, an estimated $9.19M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q3 2022 was HAP Trading, an estimated $3.62M sold.

Based on aggregated 13F filings for Q3 2022.