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

First Trust Nasdaq Artificial Intelligence and Robotics ETF logo
$49.16 +0.69 (+1.41%)
As of 01:04 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)
73
Total
Institutional Inflows
(last 12 months)
$53.13M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$28.55M
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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
5/20/2025Belpointe Asset Management LLC34,040$1.38M0.1%-4.2%0.332%
5/15/2025Royal Bank of Canada204,726$8.33M0.0%-16.8%1.997%
5/15/2025Baird Financial Group Inc.284,524$11.57M0.0%+3.6%2.776%
5/14/2025Northwestern Mutual Wealth Management Co.275,582$11.21M0.0%+5.2%2.689%
5/14/2025Kestra Advisory Services LLC40,282$1.64M0.0%-5.1%0.393%
5/14/2025CW Advisors LLC135,308$5.50M0.1%+1.4%1.320%
5/13/2025Raymond James Financial Inc.146,983$5.98M0.0%+2.5%1.434%
5/12/2025Biltmore Family Office LLC134,615$5.48M0.9%+2.9%1.313%
5/12/2025Benjamin Edwards Inc.48,644$1.98M0.0%-20.2%0.475%
5/9/2025Atria Wealth Solutions Inc.15,916$647K0.0%+39.5%0.155%
5/8/2025Harbour Investments Inc.31,501$1.28M0.0%+3.2%0.309%
5/8/2025Arkadios Wealth Advisors55,821$2.27M0.1%+485.5%0.547%
5/7/2025LPL Financial LLC682,908$27.77M0.0%+1.1%6.663%
5/6/2025Cetera Investment Advisers49,821$2.03M0.0%+19.0%0.486%
5/6/2025Avantax Advisory Services Inc.9,100$370K0.0%+7.3%0.089%
5/6/2025Kovack Advisors Inc.10,192$414K0.0%+58.2%0.099%
5/6/2025AE Wealth Management LLC3,179$129K0.0%-12.3%0.031%
5/5/2025Sargent Investment Group LLC36,845$1.50M0.2%-2.7%0.359%
5/5/2025Private Advisor Group LLC6,531$266K0.0%+13.6%0.064%
5/2/2025Sigma Planning Corp13,548$551K0.0%N/A0.132%
5/1/2025Gateway Wealth Partners LLC38,755$1.58M0.4%+8.2%0.378%
4/30/2025Stratos Wealth Partners LTD.7,708$313K0.0%+36.2%0.075%
4/29/2025U.S. Capital Wealth Advisors LLC13,655$555K0.0%+27.7%0.133%
4/29/2025Envestnet Asset Management Inc.149,854$6.10M0.0%+7.1%1.462%
4/29/2025Capital Investment Advisory Services LLC10,947$445K0.0%+41.5%0.107%
4/29/2025Silver Oak Securities Incorporated7,904$326K0.0%N/A0.077%
4/24/2025Kraft Davis & Associates LLC6,006$229K0.1%-12.3%0.059%
4/22/2025Cambridge Investment Research Advisors Inc.53,146$2.16M0.0%-13.0%0.518%
4/21/2025Silverleafe Capital Partners LLC70,368$2.86M1.0%N/A0.687%
4/17/2025Janney Montgomery Scott LLC96,468$3.92M0.0%+19.7%0.941%
4/17/2025Atlas Private Wealth Advisors31,912$1.30M0.2%N/A0.311%
4/16/2025Wealth Enhancement Advisory Services LLC7,766$316K0.0%-19.2%0.076%
4/16/2025Twin Peaks Wealth Advisors LLC5,784$225K0.1%+25.4%0.056%
4/15/2025Focus Financial Network Inc.14,966$609K0.0%N/A0.146%
4/10/2025Thurston Springer Miller Herd & Titak Inc.932$38K0.0%-26.3%0.009%
4/9/2025NBC Securities Inc.5,445$221K0.0%+108,800.0%0.053%
3/17/2025Wealth Enhancement Advisory Services LLC9,606$433K0.0%-19.5%0.093%
3/10/2025Mattson Financial Services LLC16,770$734K0.2%+47.4%0.162%
2/24/2025Ameriflex Group Inc.582$27K0.0%N/A0.006%
2/17/2025Vivaldi Capital Management LP6,343$297K0.0%+24.7%0.061%
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2/17/2025D. E. Shaw & Co. Inc.5,484$247K0.0%-72.6%0.053%
2/17/2025EPG Wealth Management LLC48,118$2.17M0.6%-2.7%0.465%
2/17/2025Baird Financial Group Inc.274,762$12.38M0.0%+7.2%2.655%
2/17/2025Bank of America Corp DE234,917$10.58M0.0%-5.7%2.270%
2/17/2025Benjamin Edwards Inc.60,946$2.75M0.0%-11.8%0.589%
2/17/2025Ameriprise Financial Inc.152,070$6.85M0.0%-2.9%1.469%
2/17/2025Accredited Wealth Management LLC3,345$151K0.1%N/A0.032%
2/14/2025Comerica Bank859$39K0.0%-28.9%0.008%
2/14/2025Stifel Financial Corp58,764$2.65M0.0%-28.4%0.568%
2/14/2025Concourse Financial Group Securities Inc.4,180$199K0.0%-7.5%0.040%
2/13/2025NewEdge Advisors LLC23,360$1.05M0.0%+2.5%0.226%
2/13/2025Mariner LLC126,603$5.70M0.0%+6.0%1.223%
2/13/2025Kraft Davis & Associates LLC6,851$328K0.1%N/A0.066%
2/13/2025Raymond James Financial Inc.143,467$6.46M0.0%N/A1.386%
2/13/2025Envestnet Asset Management Inc.139,979$6.31M0.0%-1.5%1.352%
2/13/2025Wells Fargo & Company MN191,404$8.62M0.0%-10.1%1.849%
2/12/2025Biltmore Family Office LLC130,798$5.89M1.0%+7.5%1.264%
2/12/2025Level Four Advisory Services LLC6,752$304K0.0%+7.3%0.065%
2/12/2025Orion Portfolio Solutions LLC8,140$367K0.0%N/A0.079%
2/12/2025Cottage Street Advisors LLC5,087$229K0.1%-11.4%0.049%
2/12/2025Morey & Quinn Wealth Partners LLC10,151$457K0.4%N/A0.098%
2/11/2025Congress Wealth Management LLC DE133,424$6.01M0.1%+2.2%1.289%
2/11/2025LPL Financial LLC675,664$30.43M0.0%-0.7%6.528%
2/10/2025Harbour Investments Inc.30,512$1.37M0.0%+799.8%0.295%
2/10/2025Commonwealth Equity Services LLC34,722$1.56M0.0%-9.9%0.335%
2/10/2025Avantax Advisory Services Inc.8,481$382K0.0%-3.4%0.082%
2/6/2025Raymond James Financial Inc.143,467$6.46M0.0%N/A1.386%
2/6/2025Atria Investments Inc32,157$1.45M0.0%-11.0%0.311%
2/5/2025SRS Capital Advisors Inc.21,205$955K0.1%+8.0%0.205%
2/5/2025Sherman Asset Management Inc.1,011$46K0.0%N/A0.010%
2/5/2025Flaharty Asset Management LLC24,680$1.11M0.2%-10.0%0.238%
2/5/2025Kovack Advisors Inc.6,442$290K0.0%+8.2%0.062%
2/5/2025Whipplewood Advisors LLC2,260$102K0.1%N/A0.022%
2/4/2025Twin Peaks Wealth Advisors LLC4,614$208K0.1%N/A0.045%
2/3/2025First Horizon Advisors Inc.1,094$49K0.0%N/A0.011%
2/3/2025Private Advisor Group LLC5,750$259K0.0%+16.6%0.056%
1/31/2025Global Retirement Partners LLC553$25K0.0%-45.0%0.005%
1/31/2025Truist Financial Corp150,840$6.79M0.0%-2.4%1.457%
1/31/2025Sanctuary Advisors LLC4,307$204K0.0%-7.1%0.042%
1/31/2025Spectrum Wealth Advisory Group LLC5,462$246K0.1%-74.2%0.053%
1/29/2025Elevation Wealth Partners LLC1,095$49K0.0%N/A0.011%
1/28/2025Slocum Gordon & Co LLP1,077$49K0.0%-99.4%0.011%
1/27/2025Stratos Wealth Partners LTD.5,660$255K0.0%-5.6%0.056%
1/27/2025Sargent Investment Group LLC37,870$1.67M0.3%-8.1%0.373%
1/24/2025U.S. Capital Wealth Advisors LLC10,693$482K0.0%N/A0.105%
1/23/2025Capital Investment Advisory Services LLC7,734$348K0.0%+12.8%0.076%
1/23/2025Gateway Wealth Partners LLC35,819$1.61M0.4%-6.6%0.353%
1/21/2025Gradient Investments LLC126,128$5.68M0.1%+43.4%1.255%
1/17/2025Janney Montgomery Scott LLC80,598$3.63M0.0%+6.9%0.802%
1/15/2025Arkadios Wealth Advisors9,534$429K0.0%+44.6%0.096%
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1/14/2025Brendel Financial Advisors LLC14,514$654K0.4%N/A0.146%
1/14/2025Thurston Springer Miller Herd & Titak Inc.1,265$57K0.0%+126.7%0.013%
1/8/2025International Assets Investment Management LLC12,518$563K0.0%N/A0.127%
11/25/2024Sanctuary Advisors LLC4,638$217K0.0%-6.0%0.047%
11/15/2024MML Investors Services LLC17,352$760K0.0%+22.4%0.174%
11/15/2024Jane Street Group LLC101,878$4.46M0.0%-18.7%1.024%
11/15/2024Stifel Financial Corp82,080$3.59M0.0%-9.6%0.825%
11/15/2024Benjamin Edwards Inc.69,125$3.03M0.0%N/A0.695%
11/14/2024Plotkin Financial Advisors LLC9,424$413K0.2%N/A0.095%
11/14/2024Flow Traders U.S. LLC94,677$4.15M0.2%N/A0.952%
(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 ($27.77M), Raymond James & Associates ($13.03M), Main Management ETF Advisors LLC ($11.69M), Baird Financial Group Inc. ($11.57M), Northwestern Mutual Wealth Management Co. ($11.21M), Bank of America Corp DE ($10.58M), and Wells Fargo & Company MN ($8.62M).Learn more on First Trust Nasdaq Artificial Intelligence and Robotics ETF's institutional investors.

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

Of the 112 institutional investors that purchased First Trust Nasdaq Artificial Intelligence and Robotics ETF's 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 ($468.77K), Raymond James Financial Inc. ($290.45K), Raymond James & Associates ($275.40K), Silverleafe Capital Partners LLC ($185.18K), D.A. Davidson & CO. ($160.94K), and Raymond James Financial Services Advisors Inc. ($116.70K).

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

Institutional investors have bought a total of 1,228,126 shares in the last 24 months. This purchase volume represents approximately $53.13M in transactions.

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

Of the 52 institutional investors that sold First Trust Nasdaq Artificial Intelligence and Robotics ETF's 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), Spectrum Wealth Advisory Group LLC ($99.35K), Royal Bank of Canada ($41.21K), Raymond James & Associates ($35.32K), Stifel Financial Corp ($32.07K), Cetera Investment Advisers ($27.82K), and Assetmark Inc. ($27.81K).

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

Institutional investors have sold a total of 651,103 shares in the last 24 months. This volume of shares sold represents approximately $28.55M in transactions.



This page (NASDAQ:ROBT) was last updated on 7/3/2025 by MarketBeat.com Staff
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