First Trust Nasdaq ArtificiaROBTETF

13F holders, Q2 2025 (June 30)
150holders +11
25new positions
13sold out
1famous investor
$48.32avg. 13F price*

At the end of Q2 2025, 150 institutions reported holding First Trust Nasdaq Artificia (ROBT) in their 13F filings, up 11 from Q1 2025. 25 opened new positions and 13 sold out. The largest holders were LPL Financial LLC ($34.7M), Morgan Stanley ($18.2M) and Wells Fargo & Company ($14.7M). 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 2025 → Q2 2025

InstitutionsTotal Value
New Positions25$5.9M
Exits13$3.8M

All 13F filers, Q1 2025 → Q2 2025: 472,927 shares bought and 293,425 shares sold, net +179,502 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 150 holders

LPL Financial LLC 0.01% Add +5.3% 719,105 $34.7M
Morgan Stanley 0.00% Add +23.5% 377,211 $18.2M
Wells Fargo & Company 0.00% Add +2.5% 303,919 $14.7M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -7.5% 255,055 $12.3M
Bank of America Corp. 0.00% Reduce -3.5% 246,698 $11.9M
Baird Financial Group, Inc. 0.02% Reduce -14.6% 242,955 $11.7M
Royal Bank of Canada 0.00% Add +1.0% 206,710 $10.0M
Truist Financial Corp. 0.01% Add +17.7% 186,667 $9.0M
Ameriprise Financial Inc. 0.00% Add +4.0% 172,829 $8.4M
Envestnet Asset Management Inc. 0.00% Add +12.6% 168,668 $8.1M
Raymond James Financial Inc. 0.00% Add +2.8% 151,064 $7.3M
Biltmore Family Office, LLC 1.19% Add +8.2% 145,581 $7.0M
Mariner, LLC 0.01% Reduce -0.6% 135,158 $6.5M
CW Advisors, LLC 0.06% Reduce -1.7% 133,034 $6.4M
Janney Montgomery Scott LLC 0.01% Reduce -0.7% 95,818 $4.6M
Osaic Holdings, Inc. 0.01% Reduce -5.1% 94,113 $4.5M
Stifel Financial Corp. 0.00% Add +47.0% 92,900 $4.5M
Benjamin Edwards Inc. 0.04% Add +49.1% 72,523 $3.5M
UBS Group AG 0.00% Add +54.9% 68,887 $3.3M
Atlas Private Wealth Advisors 0.38% Add +93.0% 61,584 $3.0M
Cetera Investment Advisers 0.00% Add +15.6% 57,577 $2.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +2.6% 54,511 $2.6M
Kestra Advisory Services, LLC 0.01% Add +21.1% 48,802 $2.4M
MML Investors Services, LLC 0.01% Add +30.8% 44,356 $2.1M
Gateway Wealth Partners, LLC 0.38% Add +8.0% 41,843 $2.0M
Integrated Wealth Concepts LLC 0.02% New 40,055 $1.9M
Harbour Investments, Inc. 0.05% Add +19.9% 37,754 $1.8M
Sargent Investment Group, LLC 0.23% Reduce -5.4% 34,845 $1.7M
Atria Investments, Inc 0.02% Reduce -3.6% 34,819 $1.7M
Belpointe Asset Management LLC 0.07% No change 34,040 $1.6M
Commonwealth Equity Services, LLC 0.00% Reduce -5.9% 32,942 $1.6M
Hancock Prospecting Pty Ltd 0.04% No change 27,460 $1.3M
Atria Wealth Solutions, Inc. 0.02% Add +34.8% 21,454 $1.0M
NewEdge Advisors, LLC 0.01% Reduce -9.5% 20,637 $997K
Arkadios Wealth Advisors 0.02% Reduce -71.8% 15,746 $761K
U.S. Capital Wealth Advisors, LLC 0.02% Add +9.7% 14,983 $724K
Sigma Planning Corp 0.02% Add +5.1% 14,237 $688K
Capital Investment Advisory Services, LLC 0.05% Add +26.2% 13,812 $667K
Certuity, LLC 0.06% No change 13,789 $666K
Main Street Financial Solutions, LLC 0.05% No change 13,701 $662K
Susquehanna International Group, LLP 0.00% New 13,557 $655K
OneDigital Investment Advisors LLC 0.01% Reduce -1.3% 13,353 $645K
International Assets Investment Management, LLC 0.05% Reduce -1.9% 12,366 $597K
Apollon Financial, LLC 0.11% Add +25.3% 10,986 $531K
Kovack Advisors, Inc. 0.05% Add +0.3% 10,227 $494K
Debussy Capital Management LP 0.07% Reduce -2.1% 9,854 $476K
Morey & Quinn Wealth Partners, LLC 0.37% Reduce -6.3% 9,491 $458K
Plotkin Financial Advisors, LLC 0.25% No change 9,424 $455K
EPG Wealth Management LLC 0.13% Reduce -82.0% 8,915 $431K
Avantax Advisory Services, Inc. 0.00% Reduce -6.1% 8,541 $413K
Silver Oak Securities, Incorporated 0.03% Add +7.8% 8,519 $411K
Orion Porfolio Solutions, LLC 0.00% Reduce -16.8% 8,352 $403K
Twin Peaks Wealth Advisors, LLC 0.13% Add +38.1% 7,990 $400K
Level Four Advisory Services, LLC 0.01% Reduce -4.5% 8,223 $397K
Stratos Wealth Partners, LTD. 0.01% Add +4.9% 8,085 $391K
Bessemer Group Inc. 0.00% No change 7,845 $379K
EWG Elevate Inc. 0.11% New 7,631 $369K
KFG Wealth Management, LLC 0.06% Add +3.5% 7,322 $354K
Private Advisor Group, LLC 0.00% Add +11.2% 7,261 $351K
Independent Financial Group, LLC 0.01% Add +10.8% 6,469 $312K
Kraft, Davis & Associates, LLC 0.08% No change 6,006 $307K
Lanark Financial, Inc. 0.02% Add +11.0% 6,044 $291K
Pursue Wealth Partners LLC 0.16% No change 6,000 $290K
Choreo, LLC 0.00% New 5,907 $285K
Brookstone Capital Management 0.00% New 5,652 $273K
Proactive Wealth Strategies LLC 0.13% Reduce -9.9% 5,533 $267K
D. E. Shaw & Co. 0.00% No change 5,484 $265K
Synovus Financial Corp. 0.00% No change 5,361 $259K
Advyzon Investment Management, LLC 0.06% New 5,337 $258K
J.W. Cole Advisors, Inc. 0.01% Add +2.4% 5,252 $254K
Western Wealth Management, LLC 0.01% Reduce -2.9% 5,107 $247K
Equitable Holdings, Inc. 0.00% New 5,017 $242K
Great Valley Advisor Group, Inc. 0.01% New 4,979 $240K
Gsa Capital Partners LLP 0.02% Reduce -58.3% 4,877 $236K
Peterson Wealth Advisors, LLC 0.04% New 4,867 $235K
Cottage Street Advisors LLC 0.12% New 4,796 $232K
Park Avenue Securities LLC 0.00% New 4,735 $229K
GTS Securities LLC 0.01% New 4,687 $226K
IFG Advisory, LLC 0.01% Reduce -12.5% 4,451 $215K
StoneX Group Inc. 0.01% Reduce -78.5% 4,398 $212K
Prospera Financial Services Inc 0.00% New 4,326 $209K
D.A. Davidson & Co. 0.00% New 4,312 $208K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -46.4% 4,162 $205K
Cwm, LLC 0.00% Reduce -3.3% 3,991 $193K
Comerica Bank 0.00% New 2,943 $142K
AE Wealth Management LLC 0.00% Reduce -10.9% 2,833 $137K
Steward Partners Investment Advisory, LLC 0.00% Reduce -10.7% 2,805 $135K
Golden State Wealth Management, LLC 0.02% Add +7.2% 2,712 $131K
Graney & King, LLC 0.08% No change 2,318 $112K
CoreCap Advisors, LLC 0.00% Reduce -29.5% 2,221 $107K
Sunbelt Securities, Inc. 0.01% No change 2,137 $96K
Front Row Advisors LLC 0.03% Add +1.5% 1,680 $81K
Arax Advisory Partners 0.00% Reduce -8.9% 1,613 $78K
IFP Advisors, Inc 0.00% Add +104.9% 1,551 $75K
Creative Financial Designs Inc. 0.00% Reduce -16.9% 1,329 $64K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% Add +29.0% 1,202 $58K
Main Management LLC 0.00% No change 1,087 $53K
Slocum, Gordon & Co LLP 0.04% No change 1,077 $52K
Citigroup Inc. 0.00% Add +0.2% 1,047 $51K
New England Capital Financial Advisors LLC 0.02% Add +31.0% 977 $47K

"% 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 150 holders