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

First Trust Nasdaq Artificial Intelligence and Robotics ETF logo
$59.21 +0.98 (+1.68%)
As of 02:43 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)
89
Total
Institutional Inflows
(last 12 months)
$95.42M
Number of
Institutional Sellers
(last 12 months)
40
Total
Institutional Outflows
(last 12 months)
$14.57M
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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
8/22/2026 Concurrent Investment Advisors LLC22,862$1.29M0.0%+15.5%0.175%
8/21/2026 KFG Wealth Management LLC13,370$752K0.1%+7.6%0.102%
7/10/2026 Accel Wealth Management5,314$299K0.1%+12.8%0.041%
7/9/2026 Allied Private Wealth LLC530$29K0.0%N/A0.004%
6/18/2026 Western Wealth Management LLC7,652$353K0.0%-2.4%0.058%
6/3/2026 NewEdge Advisors LLC26,484$1.22M0.0%+0.9%0.202%
5/19/2026 Western Wealth Management LLC7,652$353K0.0%-2.4%0.058%
5/19/2026 NewEdge Advisors LLC21,988$1.02M0.0%-16.2%0.168%
5/19/2026 Bank of America Corp DE492,874$22.75M0.0%+14.3%3.762%
5/19/2026 Arkadios Wealth Advisors22,082$1.02M0.0%+32.4%0.169%
5/18/2026Sunbelt Securities Inc.6,317$292K0.0%+234.8%0.048%
5/18/2026 Royal Bank of Canada225,517$10.41M0.0%+8.4%1.722%
5/15/2026 Gateway Wealth Partners LLC89,946$4.15M0.2%+107.4%0.687%
5/15/2026 Vivaldi Capital Management LP13,030$601K0.1%+6.9%0.099%
5/13/2026 Cetera Investment Advisers74,512$3.44M0.0%-1.8%0.569%
5/6/2026 Bessemer Group Inc.8,095$374K0.0%+3.2%0.062%
5/6/2026 Independent Financial Group LLC11,250$519K0.0%N/A0.086%
5/5/2026 Rockport Wealth LLC168,286$7.78M1.4%-3.6%1.285%
5/5/2026 Sigma Planning Corp4,728$218K0.0%-68.0%0.036%
5/2/2026 International Assets Investment Management LLC13,224$619K0.0%-3.1%0.101%
5/1/2026 Granite Bay Wealth Management LLC61,530$2.84M0.6%+5.8%0.470%
4/30/2026 Kestra Advisory Services LLC62,763$2.90M0.0%+7.9%0.479%
4/27/2026 Private Advisor Group LLC10,696$494K0.0%+6.5%0.081%
4/23/2026 Apollon Financial LLC12,589$581K0.1%+4.2%0.095%
4/22/2026 Janney Montgomery Scott LLC113,881$5.26M0.0%+2.8%0.859%
4/21/2026 KFG Wealth Management LLC12,420$573K0.1%+29.5%0.094%
4/20/2026 RFG Advisory LLC17,270$797K0.0%+16.5%0.130%
4/16/2026 CPR Investments Inc.5,247$242K0.2%N/A0.040%
3/17/2026 Rockefeller Capital Management L.P.9,631$500K0.0%+48.6%0.073%
2/18/2026 Ameriflex Group Inc.653$34K0.0%-50.0%0.005%
2/18/2026 NewEdge Advisors LLC26,250$1.36M0.0%+17.9%0.199%
2/18/2026 Quadrature Capital Ltd14,072$730K0.0%N/A0.107%
2/18/2026 Main Street Financial Solutions LLC12,039$624K0.0%-4.0%0.091%
2/17/2026 Cetera Investment Advisers75,884$3.94M0.0%+17.2%0.575%
2/17/2026 Equitable Holdings Inc.5,527$287K0.0%-5.0%0.042%
2/17/2026 Kovack Advisors Inc.13,042$676K0.0%+38.3%0.099%
2/17/2026 Osaic Holdings Inc.174,140$9.03M0.0%+4.2%1.319%
2/17/2026 Royal Bank of Canada208,022$10.79M0.0%+6.2%1.576%
2/16/2026 Sargent Investment Group LLC32,250$1.67M0.2%-6.5%0.244%
2/16/2026 MML Investors Services LLC50,328$2.61M0.0%+1.8%0.381%
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2/16/2026 Mariner LLC38,758$2.01M0.0%-4.2%0.294%
2/13/2026 Kestra Advisory Services LLC58,184$3.02M0.0%+20.0%0.441%
2/13/2026 Stifel Financial Corp101,131$5.25M0.0%-0.6%0.766%
2/13/2026 Advyzon Investment Management LLC4,324$224K0.0%-25.0%0.033%
2/13/2026 Vivaldi Capital Management LP12,191$632K0.1%+9.7%0.092%
2/13/2026 Arkadios Wealth Advisors16,682$865K0.0%+5.3%0.126%
2/13/2026 Integrated Wealth Concepts LLC62,022$3.22M0.0%+47.9%0.470%
2/13/2026 Wells Fargo & Company MN378,459$19.63M0.0%+11.4%2.867%
2/13/2026 Summit Financial LLC6,534$339K0.0%+7.2%0.050%
2/12/2026 Jane Street Group LLC4,827$250K0.0%-53.2%0.037%
2/12/2026 HRT Financial LP4,980$258K0.0%N/A0.038%
2/12/2026 Orion Porfolio Solutions LLC8,372$434K0.0%+2.6%0.063%
2/12/2026 Commonwealth Equity Services LLC34,177$1.77M0.0%+3.9%0.259%
2/12/2026 StoneX Group Inc.4,711$244K0.0%+7.1%0.036%
2/12/2026 Intesa Sanpaolo Wealth Management1,133$60K0.0%N/A0.009%
2/12/2026 Steward Partners Investment Advisory LLC3,145$163K0.0%+14.6%0.024%
2/12/2026 Bank of Montreal Can980$51K0.0%+390.0%0.007%
2/12/2026 Great Valley Advisor Group Inc.5,951$309K0.0%+27.6%0.045%
2/12/2026 Kovack Advisors Inc.13,042$684K0.0%+38.3%0.099%
2/11/2026 Gateway Wealth Partners LLC43,364$2.25M0.3%+3.4%0.329%
2/11/2026 Janney Montgomery Scott LLC110,808$5.75M0.0%-0.9%0.839%
2/11/2026 LPL Financial LLC956,667$49.62M0.0%+6.9%7.247%
2/10/2026 Twin Peaks Wealth Advisors LLC10,200$530K0.2%+30.0%0.077%
2/10/2026 Northwestern Mutual Wealth Management Co.217,292$11.27M0.0%+1.1%1.646%
2/9/2026 Marshall Investment Management LLC18,856$978K0.5%N/A0.143%
2/9/2026 Prospera Financial Services Inc4,051$210K0.0%-7.0%0.031%
2/6/2026 HighTower Advisors LLC4,248$220K0.0%+5.4%0.032%
2/6/2026 Rockport Wealth LLC174,655$9.06M1.8%N/A1.323%
2/5/2026 Northwestern Mutual Wealth Management Co.809,743$42.00M0.0%+276.8%6.158%
2/5/2026 Granite Bay Wealth Management LLC58,178$3.02M0.7%+4.5%0.442%
2/5/2026 Pinnacle Associates Ltd.4,550$236K0.0%N/A0.035%
2/5/2026 Atlas Private Wealth Advisors45,140$2.34M0.5%+7.0%0.343%
2/4/2026 Biltmore Family Office LLC173,411$8.99M1.2%+19.2%1.319%
2/3/2026 Virtus Family Office LLC5,449$283K0.2%N/A0.041%
2/3/2026 International Assets Investment Management LLC13,647$708K0.0%+10.4%0.104%
2/3/2026 Retirement Planning Group LLC10,698$555K0.0%+6.3%0.081%
2/3/2026 RFG Advisory LLC14,823$769K0.0%+115.1%0.113%
2/3/2026 Acorn Financial Advisory Services Inc. ADV7,217$374K0.1%N/A0.055%
2/2/2026 Pinnacle Wealth Management Advisory Group LLC4,550$236K0.0%N/A0.035%
2/2/2026 Truist Financial Corp173,434$9.00M0.0%-3.3%1.319%
2/2/2026 Aurora Private Wealth Inc.4,566$237K0.2%N/A0.035%
2/2/2026 Benjamin Edwards Inc.67,078$3.48M0.0%-13.6%0.510%
2/2/2026 Mutual Advisors LLC79,130$4.10M0.1%+0.7%0.602%
1/30/2026 Sigma Planning Corp14,791$767K0.0%-21.3%0.113%
1/30/2026 Certuity LLC12,964$672K0.0%-6.0%0.099%
1/29/2026Comerica Bank489$25K0.0%-84.7%0.004%
1/29/2026 UBS Group AG73,022$3.79M0.0%-20.4%0.557%
1/29/2026 Concurrent Investment Advisors LLC17,420$904K0.0%+335.2%0.133%
1/28/2026 EPG Wealth Management LLC10,158$527K0.1%+23.4%0.078%
1/27/2026 Morey & Quinn Wealth Partners LLC9,130$474K0.3%-3.8%0.070%
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1/26/2026CWM LLC8,797$456K0.0%-10.2%0.067%
1/26/2026 Pursue Wealth Partners LLC12,676$657K0.3%+111.3%0.097%
1/26/2026 Cottage Street Advisors LLC4,514$234K0.1%-5.9%0.034%
1/23/2026 Farther Finance Advisors LLC907$47K0.0%N/A0.007%
1/23/2026 Choreo LLC8,414$441K0.0%+17.0%0.064%
1/22/2026 Apollon Financial LLC12,082$627K0.1%+4.2%0.092%
1/21/2026 Capital Investment Advisory Services LLC29,493$1.53M0.1%+87.4%0.225%
1/21/2026 KFG Wealth Management LLC9,589$497K0.1%+16.3%0.073%
1/21/2026 Sound Income Strategies LLC3,134$171K0.0%N/A0.024%
1/20/2026 Stratos Wealth Partners LTD.17,530$909K0.0%+51.3%0.134%


ROBT Institutional Ownership - Frequently Asked Questions

During the previous two years, 152 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), Baird Financial Group Inc. ($11.74M), Northwestern Mutual Wealth Management Co. ($11.27M), Royal Bank of Canada ($10.41M), and Osaic Holdings Inc. ($9.03M).Learn more on First Trust Nasdaq Artificial Intelligence and Robotics ETF's institutional investors.

Of the 128 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. ($610.78K), 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), Benjamin Edwards Inc. ($98.13K), and Mutual Advisors LLC ($79.13K).

Institutional investors have bought a total of 1,847,287 shares in the last 24 months. This purchase volume represents approximately $95.42M in transactions.

Of the 40 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. ($40.13K), Ameriprise Financial Inc. ($19.73K), Atlas Private Wealth Advisors ($19.39K), UBS Group AG ($18.74K), Sigma Planning Corp ($14.06K), and Truist Financial Corp ($13.23K).

Institutional investors have sold a total of 279,974 shares in the last 24 months. This volume of shares sold represents approximately $14.57M in transactions.


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Institutional ownership data for NASDAQ:ROBT is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/22/2026. New 13F filings are added each quarter as they're published.
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