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First Trust Nasdaq Artificial Intelligence and Robotics ETF

146 hedge funds and large institutions have $203M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 37 increasing their positions, 46 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 18

7% more funds holding

Funds holding: 137146 (+9)

2.11% less ownership

Funds ownership: 47.94%45.84% (-2.1%)

6% less capital invested

Capital invested by funds: $217M → $203M (-$13.2M)

20% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 46

Holders
146
Holders Change
+9
Holders Change %
+6.57%
% of All Funds
1.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
30
Increased
37
Reduced
46
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$30.4M -$203K -4,469 -0.7%
Morgan Stanley
2
Morgan Stanley
New York
$12.6M -$10.7K -236 -0.1%
Baird Financial Group
3
Baird Financial Group
Wisconsin
$12.4M +$839K +18,480 +7%
Northwestern Mutual Wealth Management
4
Northwestern Mutual Wealth Management
Wisconsin
$11.8M +$326K +7,176 +3%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$11.1M -$1.19M -26,278 -10%
Bank of America
6
Bank of America
North Carolina
$10.6M -$644K -14,182 -6%
Wells Fargo
7
Wells Fargo
California
$8.62M -$982K -21,620 -10%
Ameriprise
8
Ameriprise
Minnesota
$6.85M -$206K -4,535 -3%
Truist Financial
9
Truist Financial
North Carolina
$6.79M -$165K -3,632 -2%
Raymond James Financial
10
Raymond James Financial
Florida
$6.46M +$6.52M +143,468 New
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$6.3M -$99.4K -2,188 -2%
CWM
12
Congress Wealth Management
Massachusetts
$6.01M +$129K +2,839 +2%
BFO
13
Biltmore Family Office
North Carolina
$5.89M +$416K +9,149 +8%
Mariner
14
Mariner
Kansas
$5.7M +$327K +7,194 +6%
GI
15
Gradient Investments
Minnesota
$5.68M +$1.73M +38,149 +43%
Osaic Holdings
16
Osaic Holdings
Arizona
$4.06M +$116K +2,556 +3%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$3.63M +$236K +5,196 +7%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$2.75M -$501K -11,035 -15%
BEI
19
Benjamin Edwards Inc
Missouri
$2.75M -$372K -8,179 -12%
Stifel Financial
20
Stifel Financial
Missouri
$2.65M -$1.06M -23,316 -28%
EWM
21
EPG Wealth Management
Georgia
$2.17M -$60.6K -1,334 -3%
UBS Group
22
UBS Group
Switzerland
$2.03M -$1.2M -26,371 -37%
KAS
23
Kestra Advisory Services
Texas
$1.91M +$208K +4,585 +12%
Cetera Investment Advisers
24
Cetera Investment Advisers
Illinois
$1.89M -$2.5K -55 -0.1%
SIG
25
Sargent Investment Group
Maryland
$1.67M -$151K -3,330 -8%

ROBT Hedge Fund Activity: Q4 2024 in Review

146 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q4 2024, worth a combined $203M — down 6.1% from $217M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new ROBT positions and 18 closed out — a net gain of 12 holders — while 37 added to existing stakes and 46 trimmed.

The largest buyer was Gradient Investments, adding an estimated $1.73M. The largest seller was Slocum, Gordon & Co, cutting an estimated $7.86M.

  • 146 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q4 2024, up from 137 in Q3 2024.
  • Funds reported $203M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q4 2024, down 6.1% quarter-over-quarter.
  • 30 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q4 2024 and 18 closed out, a net change of +12 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q4 2024 was Gradient Investments, an estimated $1.73M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q4 2024 was Slocum, Gordon & Co, an estimated $7.86M sold.

Based on aggregated 13F filings for Q4 2024.