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First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) Institutional Ownership

First Trust Nasdaq Artificial Intelligence and Robotics ETF logo
$46.45 -1.41 (-2.95%)
Closing price 02/21/2025 04:00 PM Eastern
Extended Trading
$47.37 +0.92 (+1.98%)
As of 02/21/2025 07:48 PM Eastern
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Institutional Ownership Changes (13F Filings) for First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:ROBT)

Number of
Institutional Buyers
(last 12 months)
75
Total
Institutional Inflows
(last 12 months)
$55.71M
Number of
Institutional Sellers
(last 12 months)
51
Total
Institutional Outflows
(last 12 months)
$25.99M
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ROBT Institutional Buying and Selling by Quarter

First Trust Nasdaq Artificial Intelligence and Robotics ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/17/2025 Vivaldi Capital Management LP6,343$297K0.0%+24.7%0.061%
2/17/2025 D. E. Shaw & Co. Inc.5,484$247K0.0%-72.6%0.053%
2/17/2025 EPG Wealth Management LLC48,118$2.17M0.6%-2.7%0.465%
2/17/2025 Baird Financial Group Inc.274,762$12.38M0.0%+7.2%2.655%
2/17/2025 Bank of America Corp DE234,917$10.58M0.0%-5.7%2.270%
2/17/2025 Benjamin Edwards Inc.60,946$2.75M0.0%-11.8%0.589%
2/17/2025 Ameriprise Financial Inc.152,070$6.85M0.0%-2.9%1.469%
2/17/2025 Accredited Wealth Management LLC3,345$151K0.1%N/A0.032%
2/14/2025 Comerica Bank859$39K0.0%-28.9%0.008%
2/14/2025 Stifel Financial Corp58,764$2.65M0.0%-28.4%0.568%
2/14/2025 Concourse Financial Group Securities Inc.4,180$199K0.0%-7.5%0.040%
2/13/2025 NewEdge Advisors LLC23,360$1.05M0.0%+2.5%0.226%
2/13/2025 Mariner LLC126,603$5.70M0.0%+6.0%1.223%
2/13/2025 Kraft Davis & Associates LLC6,851$328K0.1%N/A0.066%
2/13/2025 Raymond James Financial Inc.143,467$6.46M0.0%N/A1.386%
2/13/2025 Envestnet Asset Management Inc.139,979$6.31M0.0%-1.5%1.352%
2/13/2025 Wells Fargo & Company MN191,404$8.62M0.0%-10.1%1.849%
2/12/2025 Biltmore Family Office LLC130,798$5.89M1.0%+7.5%1.264%
2/12/2025 Level Four Advisory Services LLC6,752$304K0.0%+7.3%0.065%
2/12/2025 Orion Portfolio Solutions LLC8,140$367K0.0%N/A0.079%
2/12/2025 Cottage Street Advisors LLC5,087$229K0.1%-11.4%0.049%
2/12/2025 Morey & Quinn Wealth Partners LLC10,151$457K0.4%N/A0.098%
2/11/2025 Congress Wealth Management LLC DE 133,424$6.01M0.1%+2.2%1.289%
2/11/2025 LPL Financial LLC675,664$30.43M0.0%-0.7%6.528%
2/10/2025 Harbour Investments Inc.30,512$1.37M0.0%+799.8%0.295%
2/10/2025 Commonwealth Equity Services LLC34,722$1.56M0.0%-9.9%0.335%
2/10/2025 Avantax Advisory Services Inc.8,481$382K0.0%-3.4%0.082%
2/6/2025 Raymond James Financial Inc.143,467$6.46M0.0%N/A1.386%
2/6/2025 Atria Investments Inc32,157$1.45M0.0%-11.0%0.311%
2/5/2025 SRS Capital Advisors Inc.21,205$955K0.1%+8.0%0.205%
2/5/2025 Sherman Asset Management Inc.1,011$46K0.0%N/A0.010%
2/5/2025 Flaharty Asset Management LLC24,680$1.11M0.2%-10.0%0.238%
2/5/2025 Kovack Advisors Inc.6,442$290K0.0%+8.2%0.062%
2/5/2025 Whipplewood Advisors LLC2,260$102K0.1%N/A0.022%
2/4/2025 Twin Peaks Wealth Advisors LLC4,614$208K0.1%N/A0.045%
2/3/2025 First Horizon Advisors Inc.1,094$49K0.0%N/A0.011%
2/3/2025 Private Advisor Group LLC5,750$259K0.0%+16.6%0.056%
1/31/2025 Global Retirement Partners LLC553$25K0.0%-45.0%0.005%
1/31/2025 Truist Financial Corp150,840$6.79M0.0%-2.4%1.457%
1/31/2025 Sanctuary Advisors LLC4,307$204K0.0%-7.1%0.042%
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1/31/2025 Spectrum Wealth Advisory Group LLC5,462$246K0.1%-74.2%0.053%
1/29/2025 Elevation Wealth Partners LLC1,095$49K0.0%N/A0.011%
1/28/2025 Slocum Gordon & Co LLP1,077$49K0.0%-99.4%0.011%
1/27/2025 Stratos Wealth Partners LTD.5,660$255K0.0%-5.6%0.056%
1/27/2025 Sargent Investment Group LLC37,870$1.67M0.3%-8.1%0.373%
1/24/2025 U.S. Capital Wealth Advisors LLC10,693$482K0.0%N/A0.105%
1/23/2025 Capital Investment Advisory Services LLC7,734$348K0.0%+12.8%0.076%
1/23/2025 Gateway Wealth Partners LLC35,819$1.61M0.4%-6.6%0.353%
1/21/2025 Gradient Investments LLC126,128$5.68M0.1%+43.4%1.255%
1/17/2025 Janney Montgomery Scott LLC80,598$3.63M0.0%+6.9%0.802%
1/15/2025 Arkadios Wealth Advisors9,534$429K0.0%+44.6%0.096%
1/14/2025 Brendel Financial Advisors LLC14,514$654K0.4%N/A0.146%
1/14/2025 Thurston Springer Miller Herd & Titak Inc.1,265$57K0.0%+126.7%0.013%
1/8/2025 International Assets Investment Management LLC12,518$563K0.0%N/A0.127%
11/25/2024 Sanctuary Advisors LLC4,638$217K0.0%-6.0%0.047%
11/15/2024 MML Investors Services LLC17,352$760K0.0%+22.4%0.174%
11/15/2024 Jane Street Group LLC101,878$4.46M0.0%-18.7%1.024%
11/15/2024 Stifel Financial Corp82,080$3.59M0.0%-9.6%0.825%
11/15/2024 Benjamin Edwards Inc.69,125$3.03M0.0%N/A0.695%
11/14/2024Plotkin Financial Advisors LLC9,424$413K0.2%N/A0.095%
11/14/2024 Flow Traders U.S. LLC94,677$4.15M0.2%N/A0.952%
11/13/2024 D.A. Davidson & CO.4,915$215K0.0%-18.2%0.049%
11/12/2024 Biltmore Family Office LLC121,649$5.33M0.9%+2.3%1.223%
11/7/2024 Spectrum Wealth Advisory Group LLC21,156$926K0.5%-79.8%0.213%
11/6/2024 Sargent Investment Group LLC41,200$1.80M0.3%-7.3%0.414%
11/6/2024 Main Street Financial Solutions LLC11,828$518K0.0%-9.8%0.119%
11/6/2024 Kovack Advisors Inc.5,956$261K0.0%-5.9%0.060%
11/5/2024 Proactive Wealth Strategies LLC5,837$256K0.1%N/A0.059%
11/5/2024 Apollon Financial LLC8,974$393K0.1%N/A0.090%
11/1/2024 Atria Investments Inc36,148$1.58M0.0%-2.6%0.363%
11/1/2024 Assetmark Inc.771$34K0.0%-97.3%0.008%
10/29/2024 Janney Montgomery Scott LLC75,402$3.30M0.0%-5.5%0.758%
10/25/2024 Gateway Wealth Partners LLC38,348$1.68M0.5%-2.1%0.385%
10/24/2024 Peterson Wealth Advisors LLC4,843$212K0.0%N/A0.048%
10/24/2024 Wealth Enhancement Advisory Services LLC11,926$522K0.0%-17.0%0.117%
10/24/2024 Arkadios Wealth Advisors6,594$289K0.0%+35.7%0.065%
10/23/2024 Values First Advisors Inc.986$43K0.0%N/A0.010%
10/23/2024 American Institute for Advanced Investment Management LLP7,502$329K0.2%-36.6%0.074%
10/23/2024 PSI Advisors LLC951$42K0.0%-51.3%0.009%
10/22/2024 Private Advisor Group LLC4,933$216K0.0%-19.2%0.049%
10/15/2024 NBC Securities Inc.9,357$409K0.0%-20.3%0.092%
10/9/2024 TAP Consulting LLC30,338$1.33M0.3%-31.6%0.299%
10/8/2024 CWM LLC3,961$173K0.0%-20.2%0.039%
9/30/2024Mattson Financial Services LLC11,579$490K0.2%N/A0.101%
9/5/2024 Sanctuary Advisors LLC4,936$209K0.0%N/A0.043%
8/30/2024 Brown Financial Advisors952$40K0.0%N/A0.008%
8/22/2024 Cetera Investment Advisers52,568$2.23M0.0%-34.6%0.459%
8/21/2024 Truist Financial Corp146,798$6.22M0.0%+7.1%1.282%
8/16/2024 Gateway Wealth Partners LLC39,187$1.66M0.5%+621.3%0.342%
8/16/2024 NewEdge Advisors LLC22,846$967K0.0%-10.5%0.200%
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8/16/2024 Front Row Advisors LLC2,155$91K0.0%+34.3%0.019%
8/16/2024 Northwestern Mutual Wealth Management Co.219,664$9.30M0.0%+13.2%1.918%
8/15/2024 Main Management ETF Advisors LLC276,190$11.69M0.6%+0.8%2.412%
8/14/2024 1832 Asset Management L.P.2,217$94K0.0%+23.0%0.019%
8/13/2024 AE Wealth Management LLC15,115$640K0.0%-11.8%0.132%
8/13/2024Benjamin F. Edwards & Company Inc.69,783$2.96M0.1%-3.2%0.609%
8/12/2024 Mercer Global Advisors Inc. ADV5,661$240K0.0%N/A0.049%
8/10/2024 Sargent Investment Group LLC44,455$1.88M0.4%-8.8%0.388%
8/9/2024 Total Clarity Wealth Management Inc.26,824$1.14M0.4%N/A0.234%
8/8/2024 J.W. Cole Advisors Inc.4,967$210K0.0%+9.9%0.043%
(Data available from 1/1/2016 forward)

ROBT Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ROBT shares?

During the previous two years, 131 institutional investors and hedge funds held shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF. The most heavily invested institutionals were LPL Financial LLC ($30.43M), Raymond James & Associates ($13.03M), Baird Financial Group Inc. ($12.38M), Main Management ETF Advisors LLC ($11.69M), J Arnold Wealth Management Co ($10.69M), Bank of America Corp DE ($10.58M), and Northwestern Mutual Wealth Management Co. ($9.30M).Learn more on ROBT's institutional investors.

Which institutional investors have been buying First Trust Nasdaq Artificial Intelligence and Robotics ETF stock?

Of the 113 institutional investors that purchased First Trust Nasdaq Artificial Intelligence and Robotics ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($633.11K), LPL Financial LLC ($534.61K), Raymond James & Associates ($288.03K), Raymond James Financial Inc. ($286.93K), Main Management ETF Advisors LLC ($206.26K), Flow Traders U.S. LLC ($170.15K), and D.A. Davidson & CO. ($160.94K).

How much institutional buying is happening at First Trust Nasdaq Artificial Intelligence and Robotics ETF?

Institutional investors have bought a total of 4,429,201 shares in the last 24 months. This purchase volume represents approximately $220.06M in transactions.

Which First Trust Nasdaq Artificial Intelligence and Robotics ETF major shareholders have been selling company stock?

Of the 62 institutional investors that sold First Trust Nasdaq Artificial Intelligence and Robotics ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Slocum Gordon & Co LLP ($173.11K), D.A. Davidson & CO. ($154.27K), Spectrum Wealth Advisory Group LLC ($99.35K), Wells Fargo & Company MN ($88.39K), TCP Asset Management LLC ($87.18K), Flow Traders U.S. LLC ($64.99K), and Private Advisor Group LLC ($45.27K).

How much institutional selling is happening at First Trust Nasdaq Artificial Intelligence and Robotics ETF?

Institutional investors have sold a total of 1,139,370 shares in the last 24 months. This volume of shares sold represents approximately $52.17M in transactions.



This page (NASDAQ:ROBT) was last updated on 2/22/2025 by MarketBeat.com Staff
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