Free Trial

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

First Trust Nasdaq Artificial Intelligence and Robotics ETF logo
$55.01 +0.52 (+0.95%)
As of 02:47 PM Eastern
This is a fair market value price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for First Trust Nasdaq Artificial Intelligence and Robotics ETF (NASDAQ:ROBT)

Number of
Institutional Buyers
(last 12 months)
71
Total
Institutional Inflows
(last 12 months)
$53.85M
Number of
Institutional Sellers
(last 12 months)
59
Total
Institutional Outflows
(last 12 months)
$33.26M
Get ROBT Insider Trade Alerts

Want to know when executives and insiders are buying or selling First Trust Nasdaq Artificial Intelligence and Robotics ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
10/15/2025Brookstone Capital Management7,937$420K0.0%+40.4%0.068%
10/14/2025JBR Co Financial Management Inc4,561$241K0.1%N/A0.039%
10/10/2025 Focus Financial Network Inc.9,171$485K0.0%N/A0.079%
10/9/2025 U.S. Capital Wealth Advisors LLC12,374$654K0.0%-17.4%0.107%
10/8/2025 Armstrong Advisory Group Inc.510$27K0.0%N/A0.004%
10/7/2025 KFG Wealth Management LLC8,246$436K0.1%+12.6%0.071%
9/4/2025Osaic Holdings Inc.94,113$4.55M0.0%-5.1%0.884%
8/27/2025Orion Porfolio Solutions LLC8,352$403K0.0%-16.7%0.078%
8/15/2025Orion Porfolio Solutions LLC8,352$403K0.0%-16.7%0.078%
8/15/2025MML Investors Services LLC44,356$2.14M0.0%+30.8%0.416%
8/15/2025Great Valley Advisor Group Inc.4,979$240K0.0%N/A0.047%
8/15/2025Benjamin Edwards Inc.72,523$3.50M0.0%+49.1%0.681%
8/15/2025Bank of America Corp DE246,698$11.92M0.0%-3.5%2.316%
8/15/2025Ameriprise Financial Inc.172,829$8.35M0.0%+4.1%1.623%
8/14/2025Raymond James Financial Inc.151,064$7.30M0.0%+2.8%1.418%
8/14/2025Vivaldi Capital Management LP9,854$476K0.1%-2.2%0.093%
8/14/2025NewEdge Advisors LLC20,637$997K0.0%-9.5%0.194%
8/13/2025StoneX Group Inc.4,398$212K0.0%-78.5%0.041%
8/13/2025Proactive Wealth Strategies LLC5,533$267K0.1%-9.9%0.052%
8/13/2025Gateway Wealth Partners LLC41,843$2.02M0.4%+8.0%0.393%
8/13/2025Baird Financial Group Inc.242,955$11.74M0.0%-14.6%2.281%
8/13/2025CW Advisors LLC133,034$6.43M0.1%-1.7%1.249%
8/13/2025Twin Peaks Wealth Advisors LLC7,990$400K0.1%+38.1%0.075%
8/13/2025Level Four Advisory Services LLC8,223$397K0.0%-4.5%0.077%
8/13/2025Northwestern Mutual Wealth Management Co.255,055$12.32M0.0%-7.4%2.395%
8/13/2025Choreo LLC5,907$285K0.0%N/A0.055%
8/12/2025Steward Partners Investment Advisory LLC2,805$135K0.0%-10.7%0.026%
8/8/2025Cetera Investment Advisers57,577$2.78M0.0%+15.6%0.541%
8/8/2025New England Capital Financial Advisors LLC977$47K0.0%+31.0%0.009%
8/8/2025Advyzon Investment Management LLC5,337$258K0.1%N/A0.050%
8/6/2025Prospera Financial Services Inc4,326$209K0.0%N/A0.041%
8/6/2025AE Wealth Management LLC2,833$137K0.0%-10.9%0.027%
8/5/2025Sigma Planning Corp14,237$688K0.0%+5.1%0.134%
8/5/2025EPG Wealth Management LLC8,915$431K0.1%-82.1%0.084%
8/5/2025Atlas Private Wealth Advisors61,584$2.98M0.4%+93.0%0.578%
8/4/2025Cottage Street Advisors LLC4,796$232K0.1%N/A0.045%
8/4/2025Creative Financial Designs Inc. ADV1,329$64K0.0%-16.9%0.012%
8/4/2025IFG Advisory LLC4,451$215K0.0%-12.5%0.042%
8/4/2025Atria Investments Inc34,819$1.68M0.0%-3.6%0.327%
8/4/2025Arkadios Wealth Advisors15,746$761K0.0%-71.8%0.148%
8/1/2025Biltmore Family Office LLC145,581$7.03M1.2%+8.1%1.367%
8/1/2025Envestnet Asset Management Inc.168,668$8.15M0.0%+12.6%1.584%
7/30/2025Brookstone Capital Management5,652$273K0.0%N/A0.054%
7/30/2025D.A. Davidson & CO.4,312$208K0.0%N/A0.041%
7/29/2025International Assets Investment Management LLC12,366$597K0.0%-1.8%0.118%
7/29/2025Stratos Wealth Partners LTD.8,085$391K0.0%+4.9%0.077%
7/28/2025Harbour Investments Inc.37,754$1.82M0.0%+19.9%0.360%
7/25/2025Atria Wealth Solutions Inc.21,454$1.04M0.0%+34.8%0.204%
7/25/2025Apollon Financial LLC10,986$531K0.1%+25.3%0.105%
7/24/2025IFP Advisors Inc1,551$75K0.0%+104.9%0.015%
7/23/2025Morey & Quinn Wealth Partners LLC9,491$458K0.4%-6.3%0.090%
7/21/2025Ameritas Advisory Services LLC600$29K0.0%N/A0.006%
7/18/2025Truist Financial Corp186,667$9.02M0.0%+17.7%1.778%
7/17/2025Janney Montgomery Scott LLC95,818$4.63M0.0%-0.7%0.913%
7/15/2025 EWG Elevate Inc.7,631$369K0.1%N/A0.074%
7/14/2025 KFG Wealth Management LLC7,322$354K0.1%+3.5%0.071%
7/14/2025 U.S. Capital Wealth Advisors LLC14,983$724K0.0%+9.7%0.145%
7/14/2025Park Avenue Securities LLC4,735$229K0.0%N/A0.046%
7/11/2025Silver Oak Securities Incorporated8,519$411K0.0%+7.8%0.082%
7/10/2025Wealth Enhancement Advisory Services LLC4,162$205K0.0%-46.4%0.040%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.1,202$58K0.0%+29.0%0.012%
7/7/2025 Peterson Wealth Advisors LLC4,867$235K0.0%N/A0.047%
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%
(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, 138 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), Northwestern Mutual Wealth Management Co. ($12.32M), Bank of America Corp DE ($11.92M), Baird Financial Group Inc. ($11.74M), Main Management ETF Advisors LLC ($11.69M), and Truist Financial Corp ($9.02M).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 114 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), Raymond James Financial Inc. ($294.53K), Raymond James & Associates ($216.51K), Silverleafe Capital Partners LLC ($185.18K), LPL Financial LLC ($173.69K), Raymond James Financial Services Advisors Inc. ($112.81K), and Spectrum Wealth Advisory Group LLC ($104.81K).

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

Institutional investors have bought a total of 1,210,262 shares in the last 24 months. This purchase volume represents approximately $53.85M in transactions.

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

Of the 58 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), EPG Wealth Management LLC ($42.09K), Baird Financial Group Inc. ($41.57K), Royal Bank of Canada ($41.21K), Arkadios Wealth Advisors ($40.08K), and Stifel Financial Corp ($32.07K).

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

Institutional investors have sold a total of 735,498 shares in the last 24 months. This volume of shares sold represents approximately $33.26M in transactions.



This page (NASDAQ:ROBT) was last updated on 10/15/2025 by MarketBeat.com Staff
From Our Partners