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First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT

Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
1
LPL Financial
California
$50.4M +$1.21M +22,657 +3%
Morgan Stanley
2
Morgan Stanley
New York
$35.8M -$5M -93,721 -13%
Bank of America
3
Bank of America
North Carolina
$28.6M +$861K +16,158 +3%
Wells Fargo
4
Wells Fargo
California
$19.7M -$4.51M -84,669 -20%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$16.1M +$2.9M +54,416 +24%
Ameriprise
6
Ameriprise
Minnesota
$14.4M +$1.58M +29,653 +13%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$11.7M -$902K -16,917 -8%
Raymond James Financial
8
Raymond James Financial
Florida
$11.3M +$393K +7,378 +4%
BFO
9
Biltmore Family Office
North Carolina
$11.3M -$348K -6,537 -3%
Truist Financial
10
Truist Financial
North Carolina
$11.2M +$334K +6,268 +3%
Osaic Holdings
11
Osaic Holdings
Arizona
$10.8M +$872K +16,365 +9%
Baird Financial Group
12
Baird Financial Group
Wisconsin
$8.94M -$178K -3,332 -2%
RW
13
Rockport Wealth
Ohio
$8.86M -$578K -10,844 -6%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$8.23M +$601K +11,280 +8%
Stifel Financial
15
Stifel Financial
Missouri
$5.12M +$91.4K +1,714 +2%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$5M -$1.34M -25,091 -22%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$4.46M +$257K +4,826 +6%
UBS Group
18
UBS Group
Switzerland
$4.37M +$578K +10,852 +16%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$3.96M -$970K -18,206 -21%
GBWM
20
Granite Bay Wealth Management
New Hampshire
$3.58M +$107K +2,011 +3%
IPW
21
IronBridge Private Wealth
Texas
$3.56M +$1.35M +25,245 +66%
BEI
22
Benjamin Edwards Inc
Missouri
$3.39M -$82.7K -1,552 -3%
APWA
23
Atlas Private Wealth Advisors
New Jersey
$3.29M +$487K +9,134 +19%
BS
24
Banco Santander
Spain
$3.14M – – –
AFG
25
ABLE Financial Group
Arizona
$3.1M +$2.94M +55,097 New
1
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