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First Trust Nasdaq Artificial Intelligence and Robotics ETF

139 hedge funds and large institutions have $192M invested in First Trust Nasdaq Artificial Intelligence and Robotics ETF in 2025 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 50 increasing their positions, 27 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

85% more repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 27

0.49% more ownership

Funds ownership: 45.84%46.33% (+0.49%)

5% less funds holding

Funds holding: 146139 (-7)

5% less capital invested

Capital invested by funds: $203M → $192M (-$11.1M)

22% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 18

Holders
139
Holders Change
-7
Holders Change %
-4.79%
% of All Funds
1.86%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
14
Increased
50
Reduced
27
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$27.8M +$328K +7,244 +1%
Morgan Stanley
2
Morgan Stanley
New York
$12.4M +$1.16M +25,719 +9%
Wells Fargo
3
Wells Fargo
California
$12.1M +$4.75M +104,982 +55%
Baird Financial Group
4
Baird Financial Group
Wisconsin
$11.6M +$442K +9,762 +4%
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$11.2M +$616K +13,600 +5%
Bank of America
6
Bank of America
North Carolina
$10.4M +$935K +20,664 +9%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$8.32M -$1.87M -41,214 -17%
Ameriprise
8
Ameriprise
Minnesota
$6.75M +$635K +14,028 +9%
Truist Financial
9
Truist Financial
North Carolina
$6.45M +$351K +7,761 +5%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$6.09M +$447K +9,875 +7%
Raymond James Financial
11
Raymond James Financial
Florida
$5.98M +$159K +3,515 +2%
Mariner
12
Mariner
Kansas
$5.53M +$425K +9,401 +7%
CWM
13
Congress Wealth Management
Massachusetts
$5.5M +$85.3K +1,884 +1%
BFO
14
Biltmore Family Office
North Carolina
$5.47M +$173K +3,817 +3%
Osaic Holdings
15
Osaic Holdings
Arizona
$4.04M +$411K +9,074 +10%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$3.92M +$718K +15,870 +20%
SCP
17
Silverleafe Capital Partners
Tennessee
$2.86M +$3.18M +70,368 New
Stifel Financial
18
Stifel Financial
Missouri
$2.57M +$201K +4,439 +8%
AWA
19
Arkadios Wealth Advisors
Georgia
$2.27M +$2.09M +46,287 +485%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$2.16M -$359K -7,940 -13%
Cetera Investment Advisers
21
Cetera Investment Advisers
Illinois
$2.03M +$360K +7,965 +19%
EWM
22
EPG Wealth Management
Georgia
$2.02M +$70.1K +1,548 +3%
BEI
23
Benjamin Edwards Inc
Missouri
$1.98M -$557K -12,302 -20%
UBS Group
24
UBS Group
Switzerland
$1.81M -$26.3K -580 -1%
KAS
25
Kestra Advisory Services
Texas
$1.64M -$98.6K -2,178 -5%

ROBT Hedge Fund Activity: Q1 2025 in Review

139 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) for Q1 2025, worth a combined $192M — down 5.4% from $203M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of ROBT and 14 opened new positions — a net loss of 4 holders — while 27 trimmed existing stakes and 50 added.

The largest buyer was Wells Fargo, adding an estimated $4.75M. The largest seller was Gradient Investments, exiting entirely with an estimated $5.68M sold.

  • 139 institutional investors held First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) as of Q1 2025, down from 146 in Q4 2024.
  • Funds reported $192M of First Trust Nasdaq Artificial Intelligence and Robotics ETF stock for Q1 2025, down 5.4% quarter-over-quarter.
  • 14 funds opened new First Trust Nasdaq Artificial Intelligence and Robotics ETF positions in Q1 2025 and 18 closed out, a net change of -4 holders.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF buyer in Q1 2025 was Wells Fargo, an estimated $4.75M added.
  • The largest First Trust Nasdaq Artificial Intelligence and Robotics ETF seller in Q1 2025 was Gradient Investments, an estimated $5.68M sold.

Based on aggregated 13F filings for Q1 2025.