First Trust Nasdaq ArtificiaROBTETF
13F holders, Q4 2024 (December 31)146holders +9
17new positions
18sold out
1famous investor
$45.03avg. 13F price*
At the end of Q4 2024, 146 institutions reported holding First Trust Nasdaq Artificia (ROBT) in their 13F filings, up 9 from Q3 2024. 17 opened new positions and 18 sold out. The largest holders were LPL Financial LLC ($30.4M), Morgan Stanley ($12.6M) and Baird Financial Group, Inc. ($12.4M). 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $3.8M |
| Exits | 18 | $18.0M |
All 13F filers, Q3 2024 → Q4 2024: 227,260 shares bought and 787,449 shares sold, net −560,189 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 146 holders
| LPL Financial LLC | 0.01% | Reduce -0.7% | 675,664 | $30.4M |
| Morgan Stanley | 0.00% | Reduce -0.1% | 279,625 | $12.6M |
| Baird Financial Group, Inc. | 0.02% | Add +7.2% | 274,762 | $12.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +2.8% | 261,982 | $11.8M |
| Royal Bank of Canada | 0.00% | Reduce -9.7% | 245,940 | $11.1M |
| Bank of America Corp. | 0.00% | Reduce -5.7% | 234,917 | $10.6M |
| Wells Fargo & Company | 0.00% | Reduce -10.2% | 191,404 | $8.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.9% | 152,070 | $6.8M |
| Truist Financial Corp. | 0.01% | Reduce -2.4% | 150,840 | $6.8M |
| Raymond James Financial Inc. | 0.00% | — | 143,468 | $6.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.5% | 139,979 | $6.3M |
| CW Advisors, LLC | 0.08% | Add +2.2% | 133,424 | $6.0M |
| Biltmore Family Office, LLC | 0.99% | Add +7.5% | 130,798 | $5.9M |
| Mariner, LLC | 0.01% | Add +6.0% | 126,603 | $5.7M |
| Gradient Investments LLC | 0.12% | Add +43.4% | 126,128 | $5.7M |
| Osaic Holdings, Inc. | 0.01% | Add +2.9% | 90,137 | $4.1M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.9% | 80,598 | $3.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -15.3% | 61,086 | $2.8M |
| Benjamin Edwards Inc. | 0.04% | Reduce -11.8% | 60,946 | $2.7M |
| Stifel Financial Corp. | 0.00% | Reduce -28.4% | 58,764 | $2.6M |
| EPG Wealth Management LLC | 0.57% | Reduce -2.7% | 48,118 | $2.2M |
| UBS Group AG | 0.00% | Reduce -36.9% | 45,064 | $2.0M |
| Kestra Advisory Services, LLC | 0.01% | Add +12.1% | 42,460 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -0.1% | 41,856 | $1.9M |
| Sargent Investment Group, LLC | 0.27% | Reduce -8.1% | 37,870 | $1.7M |
| Gateway Wealth Partners, LLC | 0.42% | Reduce -6.6% | 35,819 | $1.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -9.9% | 34,722 | $1.6M |
| Belpointe Asset Management LLC | 0.09% | No change | 35,520 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -11.0% | 32,157 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Add +799.8% | 30,512 | $1.4M |
| Hancock Prospecting Pty Ltd | 0.09% | — | 27,460 | $1.2M |
| Flaharty Asset Management, LLC | 0.16% | Reduce -10.0% | 24,680 | $1.1M |
| NewEdge Advisors, LLC | 0.01% | Add +2.5% | 23,360 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +25.1% | 21,710 | $978K |
| Arax Advisory Partners | 0.06% | Add +8.0% | 21,205 | $955K |
| Mattson Financial Services, LLC | 0.23% | Add +47.4% | 16,770 | $734K |
| Brendel Financial Advisors LLC | 0.40% | New | 14,514 | $654K |
| Certuity, LLC | 0.07% | Add +0.0% | 13,789 | $621K |
| OneDigital Investment Advisors LLC | 0.01% | Add +0.0% | 13,331 | $600K |
| International Assets Investment Management, LLC | 0.05% | New | 12,518 | $563K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -0.2% | 11,808 | $532K |
| Laidlaw Wealth Management LLC | 0.23% | Reduce -0.9% | 11,753 | $529K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.0% | 11,410 | $514K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | New | 10,693 | $482K |
| Morey & Quinn Wealth Partners, LLC | 0.39% | — | 10,151 | $457K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -19.4% | 9,606 | $433K |
| Arkadios Wealth Advisors | 0.02% | Add +44.6% | 9,534 | $429K |
| Plotkin Financial Advisors, LLC | 0.25% | No change | 9,424 | $424K |
| Apollon Financial, LLC | 0.10% | Add +0.1% | 8,986 | $405K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.4% | 8,481 | $382K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 8,140 | $367K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 8,140 | $367K |
| Bessemer Group Inc. | 0.00% | No change | 7,845 | $353K |
| Capital Investment Advisory Services, LLC | 0.03% | Add +12.8% | 7,734 | $348K |
| Kraft, Davis & Associates, LLC | 0.09% | New | 6,851 | $328K |
| KFG Wealth Management, LLC | 0.06% | Add +2.1% | 6,887 | $310K |
| Level Four Advisory Services, LLC | 0.01% | Add +7.3% | 6,752 | $304K |
| Debussy Capital Management LP | 0.05% | Add +24.7% | 6,343 | $297K |
| Kovack Advisors, Inc. | 0.03% | Add +8.2% | 6,442 | $290K |
| Gsa Capital Partners LLP | 0.02% | New | 6,203 | $279K |
| Western Wealth Management, LLC | 0.01% | Reduce -6.1% | 6,074 | $274K |
| Proactive Wealth Strategies LLC | 0.14% | Add +3.2% | 6,025 | $271K |
| Pursue Wealth Partners LLC | 0.15% | No change | 6,000 | $270K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.7% | 5,941 | $268K |
| Private Advisor Group, LLC | 0.00% | Add +16.6% | 5,750 | $259K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -5.6% | 5,660 | $255K |
| D. E. Shaw & Co. | 0.00% | Reduce -72.6% | 5,484 | $247K |
| Spectrum Wealth Advisory Group, LLC | 0.12% | Reduce -74.2% | 5,462 | $246K |
| Synovus Financial Corp. | 0.00% | Add +4.0% | 5,201 | $234K |
| Cottage Street Advisors LLC | 0.12% | Reduce -11.4% | 5,087 | $229K |
| IFG Advisory, LLC | 0.01% | New | 5,085 | $229K |
| Peterson Wealth Advisors, LLC | 0.04% | Add +0.5% | 4,867 | $223K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.4% | 4,896 | $221K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.4% | 4,773 | $215K |
| Twin Peaks Wealth Advisors, LLC | 0.09% | New | 4,614 | $208K |
| Legacy Advisors, LLC | 0.02% | New | 4,600 | $207K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -7.1% | 4,307 | $204K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -7.5% | 4,180 | $199K |
| Householder Group Estate & Retirement Specialist, LLC | 0.14% | Reduce -13.9% | 4,328 | $194K |
| Cwm, LLC | 0.00% | No change | 3,961 | $178K |
| AE Wealth Management LLC | 0.00% | Reduce -34.4% | 3,626 | $163K |
| Accredited Wealth Management, LLC | 0.13% | — | 3,345 | $151K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -2.0% | 3,142 | $142K |
| Golden State Wealth Management, LLC | 0.02% | — | 2,530 | $114K |
| Graney & King, LLC | 0.08% | — | 2,318 | $104K |
| Whipplewood Advisors, LLC | 0.06% | — | 2,260 | $102K |
| Sunbelt Securities, Inc. | 0.01% | No change | 2,137 | $96K |
| Front Row Advisors LLC | 0.03% | Reduce -0.5% | 1,905 | $86K |
| Main Management LLC | 0.01% | Reduce -0.8% | 1,888 | $85K |
| CoreCap Advisors, LLC | 0.00% | Reduce -8.5% | 1,750 | $79K |
| Creative Financial Designs Inc. | 0.01% | Add +0.5% | 1,599 | $72K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Add +126.7% | 1,265 | $57K |
| Elevation Wealth Partners, LLC | 0.02% | New | 1,095 | $49K |
| First Horizon Advisors, Inc. | 0.00% | New | 1,094 | $49K |
| Slocum, Gordon & Co LLP | 0.04% | Reduce -99.4% | 1,077 | $49K |
| Medallion Wealth Advisors, LLC | 0.02% | — | 1,060 | $46K |
| Sherman Asset Management, Inc. | 0.04% | — | 1,011 | $46K |
| PSI Advisors, LLC | 0.01% | Reduce -0.7% | 944 | $43K |
| Comerica Bank | 0.00% | Reduce -28.9% | 859 | $39K |
| IFP Advisors, Inc | 0.00% | Add +5.6% | 810 | $36K |
"% of holder's portfolio" is ROBT's weight in each manager's 13F, not the share of First Trust Nasdaq Artificia the manager owns.