First Trust Nasdaq ArtificiaROBTETF

13F holders, Q2 2024 (June 30)
146holders +17
25new positions
10sold out
2famous investors
$42.66avg. 13F price*

At the end of Q2 2024, 146 institutions reported holding First Trust Nasdaq Artificia (ROBT) in their 13F filings, up 17 from Q1 2024. 25 opened new positions and 10 sold out. The largest holders were LPL Financial LLC ($32.3M), Raymond James & Associates ($13.0M) and Bank of America Corp. ($12.6M). 2 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024

InstitutionsTotal Value
New Positions25$10.9M
Exits10$2.5M

All 13F filers, Q1 2024 → Q2 2024: 629,370 shares bought and 619,093 shares sold, net +10,277 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 146 holders

LPL Financial LLC 0.02% Add +3.3% 761,860 $32.3M
Raymond James & Associates 0.01% Reduce -10.3% 307,644 $13.0M
Bank of America Corp. 0.00% Reduce -43.7% 297,146 $12.6M
Morgan Stanley 0.00% Reduce -10.2% 289,096 $12.2M
Wells Fargo & Company 0.00% Add +2.1% 284,764 $12.1M
Main Management ETF Advisors, LLC 0.58% Add +0.8% 276,190 $11.7M
Baird Financial Group, Inc. 0.02% Add +2.8% 252,204 $10.7M
Ameriprise Financial Inc. 0.00% Reduce -23.1% 234,299 $9.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +13.2% 219,664 $9.3M
UBS Group AG 0.00% Add +18.1% 197,987 $8.4M
Royal Bank of Canada 0.00% Add +18.8% 184,406 $7.8M
Good Life Advisors, LLC 0.57% Reduce -19.6% 162,532 $6.9M
Osaic Holdings, Inc. 0.02% Reduce -5.3% 151,889 $6.4M
Truist Financial Corp. 0.01% Add +7.1% 146,798 $6.2M
Raymond James Financial Services Advisors, Inc. 0.01% Add +0.2% 137,924 $5.8M
Envestnet Asset Management Inc. 0.00% Add +7.4% 133,914 $5.7M
Jane Street Group, LLC 0.01% New 125,261 $5.3M
Biltmore Family Office, LLC 0.93% Add +9.8% 118,941 $5.0M
Mariner, LLC 0.01% Add +3.9% 116,777 $4.9M
Silverleafe Capital Partners, LLC 1.71% Add +35.7% 114,814 $4.9M
SFI Advisors, LLC 3.43% Add +4.3% 105,036 $4.4M
Spectrum Wealth Advisory Group, LLC 4.75% Add +7.4% 104,810 $4.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -4.2% 99,372 $4.2M
Stifel Financial Corp. 0.00% Add +5.7% 90,833 $3.8M
Janney Montgomery Scott LLC 0.01% Add +4.3% 79,785 $3.4M
Benjamin F. Edwards & Company, Inc. 0.05% Reduce -3.2% 69,783 $3.0M
Gradient Investments LLC 0.06% Add +59.8% 62,056 $2.6M
Cetera Investment Advisers 0.01% Reduce -34.6% 52,568 $2.2M
D. E. Shaw & Co. 0.00% Add +234.5% 46,622 $2.0M
Sargent Investment Group, LLC 0.38% Reduce -8.8% 44,455 $1.9M
TAP Consulting, LLC 0.40% Add +4.7% 44,363 $1.9M
Kestra Advisory Services, LLC 0.01% Add +84.4% 43,799 $1.9M
Commonwealth Equity Services, LLC 0.00% Add +4.9% 42,011 $1.8M
Gateway Wealth Partners, LLC 0.50% Add +621.3% 39,187 $1.7M
Atria Investments, Inc 0.02% Add +9.1% 37,119 $1.6M
Belpointe Asset Management LLC 0.11% Add +23.5% 36,166 $1.5M
Flaharty Asset Management, LLC 0.19% Reduce -5.3% 30,122 $1.3M
Assetmark, Inc. 0.00% Add +12.1% 28,579 $1.2M
Total Clarity Wealth Management, Inc. 0.39% New 26,824 $1.1M
Prosperity Financial Group, Inc. 0.63% Add +19.0% 23,630 $1.0M
Equitable Holdings, Inc. 0.01% Add +9.5% 23,231 $984K
Trivium Point Advisory, LLC 0.14% New 22,983 $973K
NewEdge Advisors, LLC 0.01% Reduce -10.5% 22,846 $967K
Oppenheimer & Co. Inc. 0.01% Reduce -1.5% 22,360 $947K
Citadel Advisors 0.00% New 21,811 $923K
Arax Advisory Partners 0.07% Add +8.1% 16,543 $700K
AE Wealth Management LLC 0.01% Reduce -11.8% 15,115 $640K
Atria Wealth Solutions, Inc. 0.01% Reduce -6.7% 14,986 $635K
Certuity, LLC 0.05% No change 14,752 $625K
Wealth Enhancement Advisory Services, LLC 0.00% Add +21.7% 14,362 $608K
MML Investors Services, LLC 0.00% Add +98.4% 14,174 $600K
Susquehanna International Group, LLP 0.00% New 14,026 $594K
OneDigital Investment Advisors LLC 0.01% Reduce -1.9% 13,349 $565K
Main Street Financial Solutions, LLC 0.05% Add +0.0% 13,115 $555K
American Institute for Advanced Investment Management, LLP 0.38% Reduce -11.2% 11,834 $501K
Lanark Financial, Inc. 0.05% Reduce -7.3% 11,747 $497K
Mattson Financial Services, LLC 0.17% — 11,579 $490K
Laidlaw Wealth Management LLC 0.25% Reduce -12.3% 10,839 $459K
International Assets Investment Management, LLC 0.04% Reduce -24.4% 10,778 $456K
Avantax Advisory Services, Inc. 0.00% Add +28.3% 10,042 $425K
Plotkin Financial Advisors, LLC 0.26% No change 9,424 $399K
Bessemer Group Inc. 0.00% No change 7,845 $332K
Western Wealth Management, LLC 0.02% Add +19.9% 7,228 $306K
Capital Investment Advisory Services, LLC 0.03% Add +5.5% 7,153 $303K
Cottage Street Advisors LLC 0.16% Reduce -1.5% 6,571 $278K
Focus Partners Advisor Solutions, LLC 0.01% New 6,434 $272K
Independent Financial Group, LLC 0.01% Reduce -0.5% 6,341 $268K
Kovack Advisors, Inc. 0.03% New 6,329 $268K
KFG Wealth Management, LLC 0.11% Add +17.1% 6,287 $266K
IFG Advisory, LLC 0.02% New 6,189 $262K
Private Advisor Group, LLC 0.00% Reduce -80.3% 6,102 $258K
HighTower Advisors, LLC 0.00% Add +11.7% 6,025 $256K
D.A. Davidson & Co. 0.00% Reduce -19.9% 6,009 $254K
Pursue Wealth Partners LLC 0.14% Reduce -45.5% 6,000 $254K
Level Four Advisory Services, LLC 0.01% New 5,897 $250K
FLC Capital Advisors 0.06% No change 5,809 $246K
Mercer Global Advisors Inc. 0.00% New 5,661 $240K
Debussy Capital Management LP 0.07% Reduce -1.2% 5,418 $229K
Synovus Financial Corp. 0.00% New 5,000 $212K
J.W. Cole Advisors, Inc. 0.01% Add +9.9% 4,967 $210K
Cwm, LLC 0.00% Add +16.4% 4,965 $210K
Householder Group Estate & Retirement Specialist, LLC 0.06% Add +12.4% 4,944 $209K
Sanctuary Advisors, LLC 0.00% — 4,936 $209K
Arkadios Wealth Advisors 0.01% New 4,861 $206K
Concourse Financial Group Securities, Inc. 0.01% Reduce -2.2% 4,520 $191K
Harbour Investments, Inc. 0.01% Reduce -6.7% 3,841 $163K
Steward Partners Investment Advisory, LLC 0.00% Reduce -13.8% 3,589 $152K
REAP Financial Group, LLC 0.04% Reduce -11.8% 3,471 $147K
CoreCap Advisors, LLC 0.01% Reduce -16.8% 2,640 $112K
1832 Asset Management L.P. 0.00% Add +23.0% 2,217 $94K
Front Row Advisors LLC 0.03% Add +34.3% 2,155 $91K
Sunbelt Securities, Inc. 0.01% No change 2,137 $90K
Main Management LLC 0.01% No change 2,013 $85K
PSI Advisors, LLC 0.03% Add +1.5% 1,951 $83K
Ashton Thomas Private Wealth, LLC 0.00% New 1,900 $80K
Creative Financial Designs Inc. 0.01% Reduce -1.1% 1,588 $67K
Global Retirement Partners, LLC 0.00% Add +36.2% 1,476 $63K
Federation des caisses Desjardins du Quebec 0.00% No change 1,425 $60K
Adirondack Trust Co. 0.02% New 1,150 $49K
Slocum, Gordon & Co LLP 0.03% No change 1,077 $46K

"% 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 146 holders