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First Trust Nasdaq Artificial Intelligence and Robotics ETF

131 hedge funds and large institutions have $280M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2024 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 62 increasing their positions, 28 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

121% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 28

10% more capital invested

Capital invested by funds: $255M → $280M (+$25M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.79% less ownership

Funds ownership: 51.9%50.11% (-1.8%)

4% less funds holding

Funds holding: 137131 (-6)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
131
Holders Change
-6
Holders Change %
-4.38%
% of All Funds
1.89%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
14
Increased
62
Reduced
28
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$33.4M +$1.81M +40,618 +6%
Bank of America
2
Bank of America
North Carolina
$23.9M +$6M +134,542 +34%
RJA
3
Raymond James & Associates
Florida
$15.5M +$2.96M +66,253 +24%
Morgan Stanley
4
Morgan Stanley
New York
$14.6M -$1.91M -42,891 -12%
Ameriprise
5
Ameriprise
Minnesota
$13.8M +$2.15M +48,245 +19%
Wells Fargo
6
Wells Fargo
California
$12.6M -$2.57M -57,597 -17%
MMEA
7
Main Management ETF Advisors
California
$12.4M +$79.2K +1,775 +0.7%
Baird Financial Group
8
Baird Financial Group
Wisconsin
$11.1M +$146K +3,262 +1%
GLA
9
Good Life Advisors
Pennsylvania
$9.15M -$232K -5,199 -3%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$8.78M +$7.78M +174,328 +884%
UBS Group
11
UBS Group
Switzerland
$7.58M +$5.6M +125,432 +297%
Osaic Holdings
12
Osaic Holdings
Arizona
$7.26M +$436K +9,774 +6%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$7.02M +$261K +5,842 +4%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$6.23M -$63.6K -1,426 -1%
Truist Financial
15
Truist Financial
North Carolina
$6.2M -$271K -6,077 -4%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$5.64M -$272K -6,089 -5%
Mariner
17
Mariner
Kansas
$5.08M +$1.03K +23 +0%
BFO
18
Biltmore Family Office
North Carolina
$4.9M +$1.22M +27,297 +34%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$4.69M +$154K +3,454 +3%
SA
20
SFI Advisors
New Jersey
$4.56M +$414K +9,275 +10%
SWAG
21
Spectrum Wealth Advisory Group
California
$4.42M +$227K +5,087 +5%
Stifel Financial
22
Stifel Financial
Missouri
$3.89M +$167K +3,740 +5%
SCP
23
Silverleafe Capital Partners
Tennessee
$3.83M +$3.78M +84,611 New
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$3.64M +$3.29M +73,774 +1,115%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.46M +$388K +8,698 +13%

ROBT Hedge Fund Activity: Q1 2024 in Review

131 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q1 2024, worth a combined $280M — up 9.8% from $255M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ROBT and 14 opened new positions — a net loss of 4 holders — while 28 trimmed existing stakes and 62 added.

The largest buyer was Northwestern Mutual Wealth Management, adding an estimated $7.78M. The largest seller was RiverFront Investment Group, exiting entirely with an estimated $2.7M sold.

  • 131 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q1 2024, down from 137 in Q4 2023.
  • Funds reported $280M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q1 2024, up 9.8% quarter-over-quarter.
  • 14 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q1 2024 and 18 closed out, a net change of -4 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q1 2024 was Northwestern Mutual Wealth Management, an estimated $7.78M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q1 2024 was RiverFront Investment Group, an estimated $2.7M sold.

Based on aggregated 13F filings for Q1 2024.