First Trust Nasdaq ArtificiaROBTETF

13F holders, Q1 2024 (March 31)
129holders
1famous investor
$45.24avg. 13F price*

At the end of Q1 2024, 129 institutions reported holding First Trust Nasdaq Artificia (ROBT) in their 13F filings. The largest holders were LPL Financial LLC ($33.4M), Bank of America Corp. ($23.9M) and Raymond James & Associates ($15.5M). One famous investor held it David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).

Company
First Trust Nasdaq Artificia
CUSIP
33738R720
Latest filing quarter
Q2 2026

History

Number of 13F holders

050100150200 Q1 2024: 129Q1 2024Q2 2024: 146Q2 2024Q3 2024: 137Q3 2024Q4 2024: 146Q4 2024Q1 2025: 139Q1 2025Q2 2025: 150Q2 2025Q3 2025: 167Q3 2025Q4 2025: 180Q4 2025Q1 2026: 172Q1 2026Q2 2026: 182Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions14$5.9M
Exits18$9.9M

Ownership 129 holders

LPL Financial LLC 0.02% Add +5.8% 737,548 $33.4M
Bank of America Corp. 0.00% Add +34.2% 527,592 $23.9M
Raymond James & Associates 0.01% Add +23.9% 342,966 $15.5M
Morgan Stanley 0.00% Add +76.5% 321,799 $14.6M
Ameriprise Financial Inc. 0.00% Add +18.8% 304,610 $13.8M
Wells Fargo & Company 0.00% Reduce -17.1% 278,882 $12.6M
Main Management ETF Advisors, LLC 0.66% Add +0.7% 274,060 $12.4M
Baird Financial Group, Inc. 0.02% Add +1.4% 245,399 $11.1M
Good Life Advisors, LLC 0.81% Reduce -2.5% 202,262 $9.2M
Northwestern Mutual Wealth Management Co. 0.01% Add +883.8% 194,053 $8.8M
UBS Group AG 0.00% Add +297.4% 167,607 $7.6M
Osaic Holdings, Inc. 0.02% Add +6.5% 160,443 $7.3M
Royal Bank of Canada 0.00% Add +3.9% 155,217 $7.0M
Raymond James Financial Services Advisors, Inc. 0.01% Reduce -1.0% 137,615 $6.2M
Truist Financial Corp. 0.01% Reduce -4.3% 137,075 $6.2M
Envestnet Asset Management Inc. 0.00% Reduce -4.7% 124,665 $5.6M
Mariner, LLC 0.01% Add +0.0% 112,363 $5.1M
Biltmore Family Office, LLC 0.97% Add +33.7% 108,327 $4.9M
Cambridge Investment Research Advisors, Inc. 0.02% Add +3.4% 103,753 $4.7M
SFI Advisors, LLC 3.57% Add +10.1% 100,706 $4.6M
Spectrum Wealth Advisory Group, LLC 5.08% Add +5.5% 97,628 $4.4M
Stifel Financial Corp. 0.00% Add +4.5% 85,952 $3.9M
Silverleafe Capital Partners, LLC 1.57% New 84,611 $3.8M
Cetera Investment Advisers 0.01% Add +1115.3% 80,389 $3.6M
Janney Montgomery Scott LLC 0.01% Add +12.8% 76,513 $3.5M
Benjamin F. Edwards & Company, Inc. 0.06% Add +6.6% 72,059 $3.3M
EPG Wealth Management LLC 0.62% Reduce -0.6% 56,404 $2.6M
Sargent Investment Group, LLC 0.48% Reduce -5.6% 48,755 $2.2M
TAP Consulting, LLC 0.42% Add +12.3% 42,372 $1.9M
Commonwealth Equity Services, LLC 0.00% Reduce -7.8% 40,057 $1.8M
Gradient Investments LLC 0.04% Add +127.4% 38,843 $1.8M
Atria Investments, Inc 0.02% Add +1.7% 34,014 $1.5M
Flaharty Asset Management, LLC 0.21% Add +27.8% 31,803 $1.4M
Private Advisor Group, LLC 0.01% Add +9.7% 31,039 $1.4M
Belpointe Asset Management LLC 0.10% Add +90.7% 29,278 $1.3M
NewEdge Advisors, LLC 0.01% Add +7.2% 25,538 $1.2M
Assetmark, Inc. 0.00% Add +26.5% 25,502 $1.2M
Kestra Advisory Services, LLC 0.01% Add +36.9% 23,751 $1.1M
Oppenheimer & Co. Inc. 0.02% Add +1.4% 22,697 $1.0M
Equitable Holdings, Inc. 0.01% Add +46.6% 21,217 $960K
Bank of Nova Scotia 0.00% New 20,000 $902K
Prosperity Financial Group, Inc. 0.56% Add +17.4% 19,864 $899K
AE Wealth Management LLC 0.01% Reduce -71.8% 17,128 $775K
Atria Wealth Solutions, Inc. 0.01% Add +2.6% 16,068 $727K
Arax Advisory Partners 0.07% Add +91.5% 15,307 $692K
Certuity, LLC 0.06% Reduce -14.7% 14,752 $667K
Goldman Sachs Group Inc. 0.00% Reduce -33.5% 14,750 $667K
International Assets Investment Management, LLC 0.07% Add +7.0% 14,252 $639K
D. E. Shaw & Co. 0.00% New 13,939 $631K
OneDigital Investment Advisors LLC 0.01% Add +14.4% 13,605 $615K
American Institute for Advanced Investment Management, LLP 0.48% Add +3.7% 13,328 $603K
Main Street Financial Solutions, LLC 0.06% No change 13,113 $593K
Lanark Financial, Inc. 0.05% Reduce -5.0% 12,676 $573K
Laidlaw Wealth Management LLC 0.31% Add +13.2% 12,356 $559K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -4.0% 11,800 $534K
Pursue Wealth Partners LLC 0.29% No change 11,000 $498K
Plotkin Financial Advisors, LLC 0.28% No change 9,424 $426K
Bessemer Group Inc. 0.00% No change 7,845 $355K
Avantax Advisory Services, Inc. 0.00% Add +5.3% 7,829 $354K
D.A. Davidson & Co. 0.00% Reduce -3.4% 7,503 $339K
MML Investors Services, LLC 0.00% Add +22.0% 7,143 $323K
Gladstone Institutional Advisory LLC 0.02% Reduce -42.8% 6,855 $310K
Capital Investment Advisory Services, LLC 0.03% Reduce -0.4% 6,778 $307K
Cottage Street Advisors LLC 0.18% Add +16.3% 6,670 $302K
Independent Financial Group, LLC 0.01% Add +9.1% 6,370 $288K
Western Wealth Management, LLC 0.02% Add +18.4% 6,026 $273K
FLC Capital Advisors 0.07% No change 5,809 $263K
TCP Asset Management, LLC 0.07% Reduce -9.7% 5,626 $255K
Gateway Wealth Partners, LLC 0.09% Add +11.1% 5,433 $246K
KFG Wealth Management, LLC 0.10% Add +21.6% 5,368 $243K
HighTower Advisors, LLC 0.00% Add +6.1% 5,393 $242K
Debussy Capital Management LP 0.07% New 5,484 $235K
HBK Sorce Advisory LLC 0.01% Add +2.1% 4,697 $212K
Concourse Financial Group Securities, Inc. 0.01% Add +47.6% 4,620 $209K
J.W. Cole Advisors, Inc. 0.01% Reduce -23.5% 4,521 $205K
Householder Group Estate & Retirement Specialist, LLC 0.06% Add +75.1% 4,399 $199K
Cwm, LLC 0.00% Add +37.8% 4,266 $193K
Steward Partners Investment Advisory, LLC 0.00% Reduce -76.7% 4,164 $188K
Harbour Investments, Inc. 0.01% Add +83.5% 4,116 $186K
REAP Financial Group, LLC 0.05% Reduce -4.4% 3,933 $178K
CoreCap Advisors, LLC 0.01% New 3,173 $144K
Sunbelt Securities, Inc. 0.01% Add +15.4% 2,137 $97K
Main Management LLC 0.01% No change 2,013 $91K
PSI Advisors, LLC 0.03% Add +7.9% 1,922 $87K
1832 Asset Management L.P. 0.00% Reduce -17.0% 1,803 $82K
ICA Group Wealth Management, LLC 0.02% No change 1,691 $77K
Creative Financial Designs Inc. 0.01% Add +885.3% 1,606 $73K
Front Row Advisors LLC 0.03% Add +16.6% 1,605 $73K
North Star Investment Management Corp. 0.01% New 1,550 $70K
IFP Advisors, Inc 0.00% Reduce -29.5% 1,512 $68K
Federation des caisses Desjardins du Quebec 0.00% Add +41.8% 1,425 $64K
Migdal Insurance & Financial Holdings Ltd. 0.00% Reduce -10.9% 1,144 $52K
Global Retirement Partners, LLC 0.00% Reduce -10.3% 1,084 $49K
Slocum, Gordon & Co LLP 0.04% No change 1,077 $49K
Tidemark, LLC 0.02% Add +30.2% 849 $38K
Institutional & Family Asset Management, LLC 0.01% New 772 $35K
New England Capital Financial Advisors LLC 0.02% No change 741 $34K
Princeton Global Asset Management LLC 0.01% No change 600 $27K
Dunhill Financial, LLC 0.02% Reduce -1.6% 560 $25K
Bfsg, LLC 0.00% No change 500 $23K

"% of holder's portfolio" is ROBT's weight in each manager's 13F, not the share of First Trust Nasdaq Artificia the manager owns.

Show all 129 holders