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

First Trust Nasdaq Artificial Intelligence and Robotics ETF logo
$56.18 -0.07 (-0.12%)
As of 07/2/2026 03:55 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
103
Total
Institutional Inflows
(last 12 months)
$105.63M
Number of
Institutional Sellers
(last 12 months)
52
Total
Institutional Outflows
(last 12 months)
$23.50M
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ROBT Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
6/18/2026Western Wealth Management LLC7,652$353K0.0%-2.4%0.058%
6/3/2026NewEdge Advisors LLC26,484$1.22M0.0%+0.9%0.202%
5/19/2026Western Wealth Management LLC7,652$353K0.0%-2.4%0.058%
5/19/2026NewEdge Advisors LLC21,988$1.02M0.0%-16.2%0.168%
5/19/2026Bank of America Corp DE492,874$22.75M0.0%+14.3%3.762%
5/19/2026Arkadios Wealth Advisors22,082$1.02M0.0%+32.4%0.169%
5/18/2026Sunbelt Securities Inc.6,317$292K0.0%+234.8%0.048%
5/18/2026Royal Bank of Canada225,517$10.41M0.0%+8.4%1.722%
5/15/2026Gateway Wealth Partners LLC89,946$4.15M0.2%+107.4%0.687%
5/15/2026Vivaldi Capital Management LP13,030$601K0.1%+6.9%0.099%
5/13/2026Cetera Investment Advisers74,512$3.44M0.0%-1.8%0.569%
5/6/2026Bessemer Group Inc.8,095$374K0.0%+3.2%0.062%
5/6/2026Independent Financial Group LLC11,250$519K0.0%N/A0.086%
5/5/2026Rockport Wealth LLC168,286$7.78M1.4%-3.6%1.285%
5/5/2026Sigma Planning Corp4,728$218K0.0%-68.0%0.036%
5/2/2026International Assets Investment Management LLC13,224$619K0.0%-3.1%0.101%
5/1/2026Granite Bay Wealth Management LLC61,530$2.84M0.6%+5.8%0.470%
4/30/2026Kestra Advisory Services LLC62,763$2.90M0.0%+7.9%0.479%
4/27/2026Private Advisor Group LLC10,696$494K0.0%+6.5%0.081%
4/23/2026Apollon Financial LLC12,589$581K0.1%+4.2%0.095%
4/22/2026Janney Montgomery Scott LLC113,881$5.26M0.0%+2.8%0.859%
4/21/2026KFG Wealth Management LLC12,420$573K0.1%+29.5%0.094%
4/20/2026RFG Advisory LLC17,270$797K0.0%+16.5%0.130%
4/16/2026CPR Investments Inc.5,247$242K0.2%N/A0.040%
3/17/2026Rockefeller Capital Management L.P.9,631$500K0.0%+48.6%0.073%
2/18/2026Ameriflex Group Inc.653$34K0.0%-50.0%0.005%
2/18/2026NewEdge Advisors LLC26,250$1.36M0.0%+17.9%0.199%
2/18/2026Quadrature Capital Ltd14,072$730K0.0%N/A0.107%
2/18/2026Main Street Financial Solutions LLC12,039$624K0.0%-4.0%0.091%
2/17/2026Cetera Investment Advisers75,884$3.94M0.0%+17.2%0.575%
2/17/2026Equitable Holdings Inc.5,527$287K0.0%-5.0%0.042%
2/17/2026Kovack Advisors Inc.13,042$676K0.0%+38.3%0.099%
2/17/2026Osaic Holdings Inc.174,140$9.03M0.0%+4.2%1.319%
2/17/2026Royal Bank of Canada208,022$10.79M0.0%+6.2%1.576%
2/16/2026Sargent Investment Group LLC32,250$1.67M0.2%-6.5%0.244%
2/16/2026MML Investors Services LLC50,328$2.61M0.0%+1.8%0.381%
2/16/2026Mariner LLC38,758$2.01M0.0%-4.2%0.294%
2/13/2026Kestra Advisory Services LLC58,184$3.02M0.0%+20.0%0.441%
2/13/2026Stifel Financial Corp101,131$5.25M0.0%-0.6%0.766%
2/13/2026Advyzon Investment Management LLC4,324$224K0.0%-25.0%0.033%
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2/13/2026Vivaldi Capital Management LP12,191$632K0.1%+9.7%0.092%
2/13/2026Arkadios Wealth Advisors16,682$865K0.0%+5.3%0.126%
2/13/2026Integrated Wealth Concepts LLC62,022$3.22M0.0%+47.9%0.470%
2/13/2026Wells Fargo & Company MN378,459$19.63M0.0%+11.4%2.867%
2/13/2026Summit Financial LLC6,534$339K0.0%+7.2%0.050%
2/12/2026Jane Street Group LLC4,827$250K0.0%-53.2%0.037%
2/12/2026HRT Financial LP4,980$258K0.0%N/A0.038%
2/12/2026Orion Porfolio Solutions LLC8,372$434K0.0%+2.6%0.063%
2/12/2026Commonwealth Equity Services LLC34,177$1.77M0.0%+3.9%0.259%
2/12/2026StoneX Group Inc.4,711$244K0.0%+7.1%0.036%
2/12/2026Intesa Sanpaolo Wealth Management1,133$60K0.0%N/A0.009%
2/12/2026Steward Partners Investment Advisory LLC3,145$163K0.0%+14.6%0.024%
2/12/2026Bank of Montreal Can980$51K0.0%+390.0%0.007%
2/12/2026Great Valley Advisor Group Inc.5,951$309K0.0%+27.6%0.045%
2/12/2026Kovack Advisors Inc.13,042$684K0.0%+38.3%0.099%
2/11/2026Gateway Wealth Partners LLC43,364$2.25M0.3%+3.4%0.329%
2/11/2026Janney Montgomery Scott LLC110,808$5.75M0.0%-0.9%0.839%
2/11/2026LPL Financial LLC956,667$49.62M0.0%+6.9%7.247%
2/10/2026Twin Peaks Wealth Advisors LLC10,200$530K0.2%+30.0%0.077%
2/10/2026Northwestern Mutual Wealth Management Co.217,292$11.27M0.0%+1.1%1.646%
2/9/2026Marshall Investment Management LLC18,856$978K0.5%N/A0.143%
2/9/2026Prospera Financial Services Inc4,051$210K0.0%-7.0%0.031%
2/6/2026HighTower Advisors LLC4,248$220K0.0%+5.4%0.032%
2/6/2026Rockport Wealth LLC174,655$9.06M1.8%N/A1.323%
2/5/2026Northwestern Mutual Wealth Management Co.809,743$42.00M0.0%+276.8%6.158%
2/5/2026Granite Bay Wealth Management LLC58,178$3.02M0.7%+4.5%0.442%
2/5/2026Pinnacle Associates Ltd.4,550$236K0.0%N/A0.035%
2/5/2026Atlas Private Wealth Advisors45,140$2.34M0.5%+7.0%0.343%
2/4/2026Biltmore Family Office LLC173,411$8.99M1.2%+19.2%1.319%
2/3/2026Virtus Family Office LLC5,449$283K0.2%N/A0.041%
2/3/2026International Assets Investment Management LLC13,647$708K0.0%+10.4%0.104%
2/3/2026Retirement Planning Group LLC10,698$555K0.0%+6.3%0.081%
2/3/2026RFG Advisory LLC14,823$769K0.0%+115.1%0.113%
2/3/2026Acorn Financial Advisory Services Inc. ADV7,217$374K0.1%N/A0.055%
2/2/2026Pinnacle Wealth Management Advisory Group LLC4,550$236K0.0%N/A0.035%
2/2/2026Truist Financial Corp173,434$9.00M0.0%-3.3%1.319%
2/2/2026Aurora Private Wealth Inc.4,566$237K0.2%N/A0.035%
2/2/2026Benjamin Edwards Inc.67,078$3.48M0.0%-13.6%0.510%
2/2/2026Mutual Advisors LLC79,130$4.10M0.1%+0.7%0.602%
1/30/2026Sigma Planning Corp14,791$767K0.0%-21.3%0.113%
1/30/2026Certuity LLC12,964$672K0.0%-6.0%0.099%
1/29/2026Comerica Bank489$25K0.0%-84.7%0.004%
1/29/2026UBS Group AG73,022$3.79M0.0%-20.4%0.557%
1/29/2026Concurrent Investment Advisors LLC17,420$904K0.0%+335.2%0.133%
1/28/2026EPG Wealth Management LLC10,158$527K0.1%+23.4%0.078%
1/27/2026Morey & Quinn Wealth Partners LLC9,130$474K0.3%-3.8%0.070%
1/26/2026CWM LLC8,797$456K0.0%-10.2%0.067%
1/26/2026Pursue Wealth Partners LLC12,676$657K0.3%+111.3%0.097%
1/26/2026Cottage Street Advisors LLC4,514$234K0.1%-5.9%0.034%
1/23/2026Farther Finance Advisors LLC907$47K0.0%N/A0.007%
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1/23/2026Choreo LLC8,414$441K0.0%+17.0%0.064%
1/22/2026Apollon Financial LLC12,082$627K0.1%+4.2%0.092%
1/21/2026Capital Investment Advisory Services LLC29,493$1.53M0.1%+87.4%0.225%
1/21/2026KFG Wealth Management LLC9,589$497K0.1%+16.3%0.073%
1/21/2026Sound Income Strategies LLC3,134$171K0.0%N/A0.024%
1/20/2026Stratos Wealth Partners LTD.17,530$909K0.0%+51.3%0.134%
1/15/2026Silver Oak Securities Incorporated8,575$450K0.0%-4.5%0.066%
1/13/2026CoreCap Advisors LLC1,065$55K0.0%-54.1%0.008%
1/6/2026WealthCare Investment Partners LLC13,638$715K0.2%N/A0.105%
11/19/2025Sunbelt Securities Inc.1,887$100K0.0%-11.7%0.015%


ROBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 161 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 ($49.62M), Bank of America Corp DE ($22.75M), Wells Fargo & Company MN ($19.63M), Raymond James & Associates ($13.03M), Baird Financial Group Inc. ($11.74M), Main Management ETF Advisors LLC ($11.69M), and Northwestern Mutual Wealth Management Co. ($11.27M).Learn more on First Trust Nasdaq Artificial Intelligence and Robotics ETF's institutional investors.

Of the 139 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: Northwestern Mutual Wealth Management Co. ($636.39K), Raymond James Financial Inc. ($303.35K), Bank of America Corp DE ($222.45K), Rockport Wealth LLC ($174.66K), Flow Traders U.S. LLC ($130.15K), Silverleafe Capital Partners LLC ($100.57K), and Benjamin Edwards Inc. ($98.13K).

Institutional investors have bought a total of 2,059,542 shares in the last 24 months. This purchase volume represents approximately $105.63M in transactions.

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: Mariner LLC ($96.40K), Northwestern Mutual Wealth Management Co. ($60.65K), Baird Financial Group Inc. ($41.57K), EPG Wealth Management LLC ($41.44K), Arkadios Wealth Advisors ($40.08K), Ameriprise Financial Inc. ($19.73K), and Atlas Private Wealth Advisors ($19.39K).

Institutional investors have sold a total of 464,833 shares in the last 24 months. This volume of shares sold represents approximately $23.50M in transactions.


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This page (NASDAQ:ROBT) was last updated on 7/5/2026 by MarketBeat.com Staff.
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