First Trust Nasdaq ArtificiaROBTETF

13F holders, Q1 2025 (March 31)
139holders −7
12new positions
17sold out
1famous investor
$40.68avg. 13F price*

At the end of Q1 2025, 139 institutions reported holding First Trust Nasdaq Artificia (ROBT) in their 13F filings, down 7 from Q4 2024. 12 opened new positions and 17 sold out. The largest holders were LPL Financial LLC ($27.8M), Morgan Stanley ($12.4M) and Wells Fargo & Company ($12.1M). 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions12$6.5M
Exits17$9.1M

All 13F filers, Q4 2024 → Q1 2025: 538,132 shares bought and 323,971 shares sold, net +214,161 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 139 holders

LPL Financial LLC 0.01% Add +1.1% 682,908 $27.8M
Morgan Stanley 0.00% Add +9.2% 305,344 $12.4M
Wells Fargo & Company 0.00% Add +54.9% 296,386 $12.1M
Baird Financial Group, Inc. 0.02% Add +3.5% 284,524 $11.6M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.2% 275,582 $11.2M
Bank of America Corp. 0.00% Add +8.8% 255,581 $10.4M
Royal Bank of Canada 0.00% Reduce -16.8% 204,726 $8.3M
Ameriprise Financial Inc. 0.00% Add +9.2% 166,098 $6.7M
Truist Financial Corp. 0.01% Add +5.2% 158,601 $6.5M
Envestnet Asset Management Inc. 0.00% Add +7.0% 149,854 $6.1M
Raymond James Financial Inc. 0.00% Add +2.5% 146,983 $6.0M
Mariner, LLC 0.01% Add +7.4% 136,004 $5.5M
CW Advisors, LLC 0.07% Add +1.4% 135,308 $5.5M
Biltmore Family Office, LLC 0.93% Add +2.9% 134,615 $5.5M
Osaic Holdings, Inc. 0.01% Add +10.1% 99,211 $4.0M
Janney Montgomery Scott LLC 0.01% Add +19.7% 96,468 $3.9M
Silverleafe Capital Partners, LLC 0.98% New 70,368 $2.9M
Stifel Financial Corp. 0.00% Add +7.5% 63,203 $2.6M
Arkadios Wealth Advisors 0.09% Add +485.5% 55,821 $2.3M
Cambridge Investment Research Advisors, Inc. 0.01% Reduce -13.0% 53,146 $2.2M
Cetera Investment Advisers 0.00% Add +19.0% 49,821 $2.0M
EPG Wealth Management LLC 0.56% Add +3.2% 49,666 $2.0M
Benjamin Edwards Inc. 0.03% Reduce -20.2% 48,644 $2.0M
UBS Group AG 0.00% Reduce -1.3% 44,484 $1.8M
Kestra Advisory Services, LLC 0.01% Reduce -5.1% 40,282 $1.6M
Gateway Wealth Partners, LLC 0.35% Add +8.2% 38,755 $1.6M
Sargent Investment Group, LLC 0.24% Reduce -2.7% 36,845 $1.5M
Atria Investments, Inc 0.02% Add +12.3% 36,116 $1.5M
Commonwealth Equity Services, LLC 0.00% Add +0.8% 35,014 $1.4M
Belpointe Asset Management LLC 0.07% Reduce -4.2% 34,040 $1.4M
MML Investors Services, LLC 0.00% Add +56.3% 33,923 $1.4M
Atlas Private Wealth Advisors 0.18% New 31,912 $1.3M
Harbour Investments, Inc. 0.04% Add +3.2% 31,501 $1.3M
Hancock Prospecting Pty Ltd 0.04% No change 27,460 $1.1M
NewEdge Advisors, LLC 0.01% Reduce -2.4% 22,810 $928K
StoneX Group Inc. 0.05% New 20,424 $831K
Atria Wealth Solutions, Inc. 0.01% Add +39.5% 15,916 $647K
Focus Financial Network, Inc. 0.02% New 14,966 $609K
Certuity, LLC 0.06% No change 13,789 $561K
Main Street Financial Solutions, LLC 0.05% Add +16.0% 13,701 $557K
U.S. Capital Wealth Advisors, LLC 0.02% Add +27.7% 13,655 $555K
Sigma Planning Corp 0.02% New 13,548 $551K
OneDigital Investment Advisors LLC 0.01% Add +1.5% 13,530 $550K
International Assets Investment Management, LLC 0.04% Add +0.7% 12,599 $512K
Gsa Capital Partners LLP 0.04% Add +88.7% 11,705 $476K
Capital Investment Advisory Services, LLC 0.04% Add +41.5% 10,947 $445K
Kovack Advisors, Inc. 0.04% Add +58.2% 10,192 $414K
Morey & Quinn Wealth Partners, LLC 0.34% Reduce -0.2% 10,127 $412K
Debussy Capital Management LP 0.07% Add +58.8% 10,071 $410K
Orion Porfolio Solutions, LLC 0.00% Add +23.2% 10,032 $408K
Orion Portfolio Solutions, LLC 0.00% Add +23.2% 10,032 $408K
Plotkin Financial Advisors, LLC 0.24% No change 9,424 $383K
Avantax Advisory Services, Inc. 0.00% Add +7.3% 9,100 $370K
Apollon Financial, LLC 0.08% Reduce -2.5% 8,765 $356K
Level Four Advisory Services, LLC 0.01% Add +27.6% 8,613 $350K
Silver Oak Securities, Incorporated 0.03% New 7,904 $326K
Bessemer Group Inc. 0.00% No change 7,845 $319K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -19.1% 7,766 $316K
Stratos Wealth Partners, LTD. 0.00% Add +36.2% 7,708 $313K
KFG Wealth Management, LLC 0.05% Add +2.7% 7,072 $288K
Private Advisor Group, LLC 0.00% Add +13.6% 6,531 $266K
Proactive Wealth Strategies LLC 0.13% Add +1.9% 6,140 $250K
Pursue Wealth Partners LLC 0.15% No change 6,000 $244K
Independent Financial Group, LLC 0.01% Reduce -1.8% 5,836 $237K
Kraft, Davis & Associates, LLC 0.07% Reduce -12.3% 6,006 $229K
Twin Peaks Wealth Advisors, LLC 0.10% Add +25.4% 5,784 $225K
D. E. Shaw & Co. 0.00% No change 5,484 $223K
Lanark Financial, Inc. 0.02% — 5,445 $221K
Synovus Financial Corp. 0.00% Add +3.1% 5,361 $218K
Western Wealth Management, LLC 0.01% Reduce -13.4% 5,257 $214K
J.W. Cole Advisors, Inc. 0.01% Add +7.5% 5,129 $209K
IFG Advisory, LLC 0.01% No change 5,085 $207K
Cwm, LLC 0.00% Add +4.2% 4,127 $168K
AE Wealth Management LLC 0.00% Reduce -12.3% 3,179 $129K
CoreCap Advisors, LLC 0.01% Add +79.9% 3,149 $128K
Steward Partners Investment Advisory, LLC 0.00% No change 3,142 $128K
Golden State Wealth Management, LLC 0.02% No change 2,530 $103K
Graney & King, LLC 0.07% No change 2,318 $94K
Whipplewood Advisors, LLC 0.05% Reduce -93.4% 150 $92K
Sunbelt Securities, Inc. 0.01% No change 2,137 $87K
Arax Advisory Partners 0.00% Reduce -91.7% 1,771 $72K
Front Row Advisors LLC 0.03% Reduce -13.1% 1,655 $67K
Creative Financial Designs Inc. 0.01% No change 1,599 $65K
Elevation Wealth Partners, LLC 0.02% No change 1,095 $45K
Main Management LLC 0.00% Reduce -42.4% 1,087 $44K
Slocum, Gordon & Co LLP 0.03% No change 1,077 $44K
Citigroup Inc. 0.00% New 1,045 $43K
Sherman Asset Management, Inc. 0.04% No change 1,011 $41K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Reduce -26.3% 932 $38K
Medallion Wealth Advisors, LLC 0.02% Reduce -19.8% 850 $35K
PSI Advisors, LLC 0.01% Reduce -14.3% 809 $33K
IFP Advisors, Inc 0.00% Reduce -6.5% 757 $31K
New England Capital Financial Advisors LLC 0.02% No change 746 $30K
Ameriflex Group, Inc. 0.01% Add +26.5% 736 $30K
Federation des caisses Desjardins du Quebec 0.00% No change 620 $25K
Princeton Global Asset Management LLC 0.00% No change 600 $24K
FMR LLC 0.00% Add +534.0% 596 $24K
Dunhill Financial, LLC 0.01% No change 545 $22K
Tidemark, LLC 0.01% No change 530 $22K
Bfsg, LLC 0.00% No change 500 $20K

"% 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 139 holders