First Trust Nasdaq Artificial Intelligence and Robotics

ROBT • NASDAQ

First Trust Nasdaq Artificial Intelligence and Robotics is an exchange-traded fund on NASDAQ. As of Q3 2025, 148 institutional investors hold shares in this ETF, with total holdings valued at $269.5M. LPL Financial LLC is the largest holder with a position valued at $47.3M.

Overview

Overview of institutional ownership in ROBT as of Q3 2025

All Institutions

Institutions: 148
Value Held: $269.5M
Shares Held: 5.1M
Avg Position: $1.8M
Median Position: $260.2K

Hedge Funds

Hedge Funds: 1
Value Held: $777.3K
Shares Held: 14.7K
Avg Position: $777.3K
Median Position: $777.3K

Biggest Investors

Institutions with the largest positions in ROBT as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
L LPL Financial LLC Institution	-	$47.3M 0.01% of portfolio	894.8K shares	Q4 2022 Held for 2y 11m	$340.07B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$28.5M 0.00% of portfolio	538.3K shares	Q4 2022 Held for 2y 11m	$1.65T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$21.5M 0.00% of portfolio	407.4K shares	Q4 2022 Held for 2y 11m	$1.33T
WELLS FARGO & COMPANY/MN Institution	Charles W. Scharf CEO	$18.0M 0.00% of portfolio	339.8K shares	Q4 2022 Held for 2y 11m	$488.50B
Baird Financial Group, Inc. Private Equity	Paul Lee Schultz General Counsel	$13.0M 0.02% of portfolio	246.6K shares	Q1 2023 Held for 2y 8m	$62.0B
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	-	$11.4M 0.01% of portfolio	214.9K shares	Q4 2022 Held for 2y 11m	$149.83B
BB&T CORP Institution	William H. Rogers, Jr. CEO	$9.5M 0.01% of portfolio	179.4K shares	Q4 2022 Held for 2y 11m	$73.6B
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	Christopher Russell Todd CEO	$8.8M 0.00% of portfolio	166.1K shares	Q1 2020 Held for 5y 8m	$341.99B
A Advisor Group Holdings, Inc. Institution	-	$8.7M 0.01% of portfolio	167.2K shares	Q1 2023 Held for 2y 8m	$71.0B
RAYMOND JAMES FINANCIAL INC RIA/Wealth	Steven Robert Marcus CEO	$8.5M 0.00% of portfolio	159.9K shares	Q4 2024 Held for 11 months	$310.43B

Net Capital Flow

Institutional buying and selling activity for ROBT in Q3 2025

Traded: +$44.7M
Buyers: 80
Sellers: 40
Total Bought: +$57.2M
Total Sold: −$12.5M
Avg Position: $1.7M

Biggest Buyers

Institution	Net Bought	Current Position
L LPL Financial LLC Institution	+$9.3M +175.7K shares	$47.3M 894.8K shares
MORGAN STANLEY RIA/Wealth	+$8.5M +161.1K shares	$28.5M 538.3K shares
BANK OF AMERICA CORP /DE/ Institution	+$8.5M +160.7K shares	$21.5M 407.4K shares
Mutual Advisors, LLC RIA/Wealth	+$4.3M +78.6K shares	$4.3M 78.6K shares
A Advisor Group Holdings, Inc. Institution	+$3.8M +73.1K shares	$8.7M 167.2K shares
B Banco Santander, S.A. Institution	+$3.0M +55.9K shares	$3.0M 55.9K shares
G Granite Bay Wealth Management, LLC RIA/Wealth	+$2.9M +55.7K shares	$2.9M 55.7K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	+$2.6M +5.1K shares	$2.6M 49.4K shares
Avestar Capital, LLC RIA/Wealth	+$2.0M +37.4K shares	$2.0M 37.4K shares
WELLS FARGO & COMPANY/MN Institution	+$1.9M +35.9K shares	$18.0M 339.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
Mariner Wealth Advisors, LLC RIA/Wealth	−$5.0M −94.7K shares	$2.1M 40.5K shares
N NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Institution	−$2.1M −40.1K shares	$11.4M 214.9K shares
AMERIPRISE FINANCIAL INC Institution	−$1.0M −19.7K shares	$8.1M 153.1K shares
A Atlas Private Wealth Advisors RIA/Wealth	−$1.0M −19.4K shares	$2.2M 42.2K shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	−$654.8K −13.6K shares	Sold Off 0 shares
HARBOUR INVESTMENTS, INC. RIA/Wealth	−$470.7K −8.9K shares	$1.5M 28.9K shares
BB&T CORP Institution	−$384.5K −7.3K shares	$9.5M 179.4K shares
E EWG Elevate Inc. Institution	−$368.6K −7.6K shares	Sold Off 0 shares
G GTS SECURITIES LLC Institution	−$226.4K −4.7K shares	Sold Off 0 shares
IFG Advisory, LLC RIA/Wealth	−$215.0K −4.5K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited ROBT in Q3 2025

New Positions: 21
New Value: $17.2M
Exited Positions: 11
Exited Value: $1.6M

New Positions

Institution	Position Value
Mutual Advisors, LLC RIA/Wealth	$4.3M 78.6K shares
B Banco Santander, S.A. Institution	$3.0M 55.9K shares
G Granite Bay Wealth Management, LLC RIA/Wealth	$2.9M 55.7K shares
MML INVESTORS SERVICES, LLC RIA/Wealth	$2.6M 49.4K shares
Avestar Capital, LLC RIA/Wealth	$2.0M 37.4K shares
Retirement Planning Group RIA/Wealth	$532.3K 10.1K shares
RFG Advisory Group, LLC RIA/Wealth	$364.5K 6.9K shares
Summit Financial, LLC RIA/Wealth	$322.4K 6.1K shares
NBC SECURITIES, INC. RIA/Wealth	$320.3K 6.1K shares
Proactive Wealth Strategies LLC RIA/Wealth	$282.0K 5.3K shares

Exited Positions

Institution	Previous Position
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$654.8K 13.6K shares
E EWG Elevate Inc. Institution	$368.6K 7.6K shares
G GTS SECURITIES LLC Institution	$226.4K 4.7K shares
IFG Advisory, LLC RIA/Wealth	$215.0K 4.5K shares
SRS Capital Advisors, Inc. RIA/Wealth	$77.9K 1.6K shares
Slocum, Gordon & Co LLP RIA/Wealth	$52.0K 1.1K shares
ATTICUS WEALTH MANAGEMENT, LLC RIA/Wealth	$22.5K 466.0 shares
WINNOW WEALTH LLC RIA/Wealth	$7.3K 152.0 shares
T Tower Research Capital LLC Institution	$5.2K 108.0 shares
Investors Research Corp RIA/Wealth	$3.4K 71.0 shares

Options Activity

Institutions with the largest Call and Put options positions in ROBT as of Q3 2025

Call Positions: 1
Call Value: $280.3K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$280.3K 53.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with ROBT as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
Biltmore Family Office, LLC Family Office	Christopher Henry Amherst Cecil President	1.10% $7.7M	145.5K shares	Q4 2022 Held for 2y 11m	$702.8M
G Granite Bay Wealth Management, LLC RIA/Wealth	Paul Stephen Stanley Member	0.77% $2.9M	55.7K shares	Q3 2025 Held for 2 months	$383.8M
A Atlas Private Wealth Advisors RIA/Wealth	Juan Antonio Perez Mayo Managing Partner	0.55% $2.2M	42.2K shares	Q1 2025 Held for 8 months	$406.4M
Morey & Quinn Wealth Partners, LLC RIA/Wealth	Michael Andrew Morey Partner	0.37% $502.0K	9.5K shares	Q4 2024 Held for 11 months	$137.0M
Gateway Wealth Partners, LLC RIA/Wealth	Eric Dale Hall CEO	0.30% $2.2M	41.9K shares	Q4 2023 Held for 1y 11m	$738.2M
Sargent Investment Group, LLC RIA/Wealth	Teresa Marie Schafer CCO	0.26% $1.8M	34.5K shares	Q4 2022 Held for 2y 11m	$698.1M
Plotkin Financial Advisors, LLC RIA/Wealth	Erich Michael Imphong President	0.25% $498.4K	9.4K shares	Q4 2019 Held for 5y 11m	$202.3M
I ICAPITAL WEALTH LLC RIA/Wealth	Jarrett Alexander Brady Managing Partner	0.17% $317.3K	6.0K shares	Q4 2022 Held for 2y 11m	$182.0M
TWIN PEAKS WEALTH ADVISORS, LLC RIA/Wealth	Katrina Lynn Hermanson COO	0.14% $414.9K	7.8K shares	Q4 2024 Held for 11 months	$289.3M
Avestar Capital, LLC RIA/Wealth	Shilpa Konduri Mullan President	0.14% $2.0M	37.4K shares	Q3 2025 Held for 2 months	$1.4B

Hedge Fund Spotlight

Discover hedge funds investing in ROBT

CITADEL ADVISORS LLC

Hedge Fund • Multi-Strategy

Portfolio ManagerKenneth Cordele Griffin

Portfolio Value: $122.08B
Positions: 5,531
Last Reported: Q3 2025

Sector Allocation

Position in First Trust Nasdaq Artificial Intelligence and Robotics

Market Value: $777.3K
Shares Held: 14.7K
Portfolio Weight: 0.00%
Owned Since: 2025-Q3

Top Holding	Sector	Market Value	Weight
1 Microsoft MSFT	Software - Infrastructure Technology	$2.1B	1.68%
2 Nvidia NVDA	Semiconductors Technology	$1.8B	1.50%
3 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$1.4B	1.18%