ROBT Institutional Ownership
First Trust Nasdaq Artificial Intelligence and Robotics ETF
1W: +0.7%
1M: +3.4%
3M: +5.1%
YTD: +14.7%
1Y: +12.3%
3Y: +52.0%
5Y: +8.6%
$60.19
+0.52 (+0.87%)
Weekly Expected Move ±2.5%
$57
$59
$60
$62
$63
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — ROBT
193
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
348M
Total Invested
25
New Positions
51
Increased
68
Reduced
9
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (218 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 896,246 | 54M | +22,657 | +2.6% | 34Q | SEC ↗ |
| 2 | MORGAN STANLEY | 635,762 | 38M | -93,721 | -12.8% | 22Q | SEC ↗ |
| 3 | BANK OF AMERICA CORP /DE | 509,032 | 31M | +16,158 | +3.3% | 15Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 349,492 | 21M | -84,669 | -19.5% | 22Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 285,440 | 17M | +54,416 | +23.6% | 14Q | SEC ↗ |
| 6 | AMERIPRISE FINANCIAL INC | 255,673 | 15M | +29,653 | +13.1% | 16Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 208,600 | 13M | -16,917 | -7.5% | 33Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 201,585 | 12M | +7,378 | +3.8% | 7Q | SEC ↗ |
| 9 | Biltmore Family Office, LLC | 200,992 | 12M | -6,537 | -3.1% | 16Q | SEC ↗ |
| 10 | TRUIST FINANCIAL CORP | 199,181 | 12M | +6,268 | +3.2% | 14Q | SEC ↗ |
| 11 | OSAIC HOLDINGS, INC. | 191,463 | 12M | +16,365 | +9.3% | 26Q | SEC ↗ |
| 12 | Baird Financial Group, Inc. | 158,860 | 10M | -3,332 | -2.1% | 20Q | SEC ↗ |
| 13 | Rockport Wealth LLC | 157,442 | 9M | -10,844 | -6.4% | 3Q | SEC ↗ |
| 14 | Cambridge Investment Research Advisors | 146,278 | 9M | +11,280 | +8.4% | 26Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 91,075 | 5M | +1,714 | +1.9% | 29Q | SEC ↗ |
| 16 | Janney Montgomery Scott LLC | 88,790 | 5M | -25,091 | -22.0% | 29Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 79,338 | 5M | +4,826 | +6.5% | 13Q | SEC ↗ |
| 18 | UBS Group AG | 77,708 | 5M | +10,852 | +16.2% | 21Q | SEC ↗ |
| 19 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 70,341 | 4M | -18,206 | -20.6% | 2Q | SEC ↗ |
| 20 | Granite Bay Wealth Management, LLC | 63,541 | 4M | +2,011 | +3.3% | 4Q | SEC ↗ |
| 21 | IronBridge Private Wealth, LLC | 63,208 | 4M | +25,245 | +66.5% | 2Q | SEC ↗ |
| 22 | Jaffetilchin Investment Partners, LLC NEW | 62,029 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 23 | BENJAMIN EDWARDS INC | 60,222 | 4M | -1,552 | -2.5% | 8Q | SEC ↗ |
| 24 | Atlas Private Wealth Advisors | 58,496 | 4M | +9,134 | +18.5% | 6Q | SEC ↗ |
| 25 | Banco Santander, S.A. | 55,896 | 3M | — | +0.0% | 4Q | SEC ↗ |
| 26 | ABLE Financial Group, LLC NEW | 55,097 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 47,731 | 3M | -15,032 | -24.0% | 24Q | SEC ↗ |
| 28 | &PARTNERS NEW | 46,908 | 3M | — | +0.0% | 1Q | SEC ↗ |
| 29 | MML INVESTORS SERVICES, LLC | 46,128 | 3M | +2,675 | +6.2% | 11Q | SEC ↗ |
| 30 | D.A. DAVIDSON & CO. | 45,787 | 3M | +36,283 | +381.8% | 5Q | SEC ↗ |
| 31 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 38,478 | 2M | -119,260 | -75.6% | 17Q | SEC ↗ |
| 32 | Avestar Capital, LLC | 37,400 | 2M | — | +0.0% | 4Q | SEC ↗ |
| 33 | Belpointe Asset Management LLC | 31,541 | 2M | -1,341 | -4.1% | 11Q | SEC ↗ |
| 34 | Capital Investment Advisory Services, | 31,519 | 2M | -151 | -0.5% | 28Q | SEC ↗ |
| 35 | Gateway Wealth Partners, LLC | 28,529 | 2M | -61,417 | -68.3% | 11Q | SEC ↗ |
| 36 | Hancock Prospecting Pty Ltd | 27,460 | 2M | — | +0.0% | 7Q | SEC ↗ |
| 37 | COMMONWEALTH EQUITY SERVICES, LLC | 26,600 | 2M | -5,677 | -17.6% | 30Q | SEC ↗ |
| 38 | Sargent Investment Group, LLC | 25,495 | 2M | -1,440 | -5.3% | 28Q | SEC ↗ |
| 39 | NewEdge Advisors, LLC | 24,575 | 1M | -1,909 | -7.2% | 15Q | SEC ↗ |
| 40 | Arkadios Wealth Advisors | 24,208 | 1M | +2,126 | +9.6% | 9Q | SEC ↗ |
| 41 | Concurrent Investment Advisors, LLC | 22,862 | 1M | +3,064 | +15.5% | 4Q | SEC ↗ |
| 42 | Integrated Wealth Concepts LLC | 20,654 | 1M | -59,995 | -74.4% | 5Q | SEC ↗ |
| 43 | RFG Advisory, LLC | 19,227 | 1M | +1,957 | +11.3% | 4Q | SEC ↗ |
| 44 | HARBOUR INVESTMENTS, INC. | 18,860 | 1M | -30 | -0.2% | 17Q | SEC ↗ |
| 45 | Stratos Wealth Partners, LTD. | 18,243 | 1M | +9 | +0.0% | 8Q | SEC ↗ |
| 46 | CPR Investments Inc. | 15,693 | 945K | +10,446 | +199.1% | 2Q | SEC ↗ |
| 47 | Private Advisor Group, LLC | 14,255 | 858K | +3,559 | +33.3% | 22Q | SEC ↗ |
| 48 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 13,768 | 829K | +544 | +4.1% | 7Q | SEC ↗ |
| 49 | Kovack Advisors, Inc. | 13,616 | 820K | -926 | -6.4% | 9Q | SEC ↗ |
| 50 | WealthCare Investment Partners, LLC | 13,502 | 813K | -99 | -0.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Jaffetilchin Investment Partners, L | 62,029 | 4M |
| ABLE Financial Group, LLC | 55,097 | 3M |
| &PARTNERS | 46,908 | 3M |
| Creative Planning | 9,936 | 598K |
| Onyx Bridge Wealth Group LLC | 6,445 | 388K |
| Prospera Financial Services Inc | 4,871 | 293K |
| PFG Investments, LLC | 4,605 | 277K |
| WEALTH ENHANCEMENT ADVISORY SERVICE | 4,138 | 249K |
| Sanctuary Advisors, LLC | 4,129 | 249K |
| IEQ CAPITAL, LLC | 4,000 | 241K |
| Magnus Financial Group LLC | 3,956 | 238K |
| Brookstone Capital Management | 3,907 | 235K |
| HighTower Advisors, LLC | 3,827 | 230K |
| Five Pine Wealth Management | 3,696 | 222K |
| Spectrum Wealth Advisory Group, LLC | 2,656 | 160K |
| IFG Advisory, LLC | 1,423 | 86K |
| Global Retirement Partners, LLC | 555 | 33K |
| Allied Private Wealth LLC | 530 | 32K |
| COUNTRY TRUST BANK | 150 | 9K |
| Kroeger Financial Partners | 119 | 7K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mutual Advisors, LLC | 79,130 | 5M |
| CITADEL ADVISORS LLC | 58,847 | 4M |
| Independent Advisor Alliance | 29,158 | 2M |
| MARSHALL INVESTMENT MANAGEMENT, LLC | 18,856 | 1M |
| Quadrature Capital Ltd | 14,072 | 847K |
| Orion Porfolio Solutions, LLC | 8,372 | 504K |
| FLOW TRADERS U.S. LLC | 7,752 | 467K |
| HRT FINANCIAL LP | 4,980 | 300K |
| GSA CAPITAL PARTNERS LLP | 4,877 | 294K |
| StoneX Group Inc. | 4,711 | 284K |
| Aurora Private Wealth, Inc. | 4,566 | 275K |
| Advyzon Investment Management, LLC | 4,324 | 260K |
| Gladstone Institutional Advisory LL | 3,986 | 240K |
| Sound Income Strategies, LLC | 3,134 | 189K |
| Activest Wealth Management | 1,300 | 78K |
| Intesa Sanpaolo Wealth Management | 1,133 | 68K |
| CITIGROUP INC | 1,045 | 63K |
| Advisory Services Network, LLC | 792 | 48K |
| Root Financial Partners, LLC | 520 | 31K |
| ARMSTRONG ADVISORY GROUP, INC | 510 | 31K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +54,416 | +23.6% | 285,440 |
| D.A. DAVIDSON & CO. | +36,283 | +381.8% | 45,787 |
| AMERIPRISE FINANCIAL INC | +29,653 | +13.1% | 255,673 |
| IronBridge Private Wealth, LLC | +25,245 | +66.5% | 63,208 |
| LPL Financial LLC | +22,657 | +2.6% | 896,246 |
| OSAIC HOLDINGS, INC. | +16,365 | +9.3% | 191,463 |
| BANK OF AMERICA CORP /DE | +16,158 | +3.3% | 509,032 |
| Cambridge Investment Research Advis | +11,280 | +8.4% | 146,278 |
| UBS Group AG | +10,852 | +16.2% | 77,708 |
| CPR Investments Inc. | +10,446 | +199.1% | 15,693 |
| Atlas Private Wealth Advisors | +9,134 | +18.5% | 58,496 |
| RAYMOND JAMES FINANCIAL INC | +7,378 | +3.8% | 201,585 |
| TRUIST FINANCIAL CORP | +6,268 | +3.2% | 199,181 |
| Cetera Investment Advisers | +4,826 | +6.5% | 79,338 |
| Sunbelt Securities, Inc. | +4,430 | +234.8% | 6,317 |
| Private Advisor Group, LLC | +3,559 | +33.3% | 14,255 |
| Concurrent Investment Advisors, LLC | +3,064 | +15.5% | 22,862 |
| Cottage Street Advisors LLC | +2,910 | +64.5% | 7,424 |
| MML INVESTORS SERVICES, LLC | +2,675 | +6.2% | 46,128 |
| Arkadios Wealth Advisors | +2,126 | +9.6% | 24,208 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -119,260 | -75.6% | 38,478 |
| MORGAN STANLEY | -93,721 | -12.8% | 635,762 |
| WELLS FARGO & COMPANY/MN | -84,669 | -19.5% | 349,492 |
| Gateway Wealth Partners, LLC | -61,417 | -68.3% | 28,529 |
| Integrated Wealth Concepts LLC | -59,995 | -74.4% | 20,654 |
| JANE STREET GROUP, LLC | -49,484 | -80.9% | 11,657 |
| Janney Montgomery Scott LLC | -25,091 | -22.0% | 88,790 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -18,206 | -20.6% | 70,341 |
| ROYAL BANK OF CANADA | -16,917 | -7.5% | 208,600 |
| Kestra Advisory Services, LLC | -15,032 | -24.0% | 47,731 |
| Mariner, LLC | -11,295 | -61.5% | 7,063 |
| Rockport Wealth LLC | -10,844 | -6.4% | 157,442 |
| Biltmore Family Office, LLC | -6,537 | -3.1% | 200,992 |
| Atria Investments, Inc | -6,113 | -52.0% | 5,644 |
| MERCER GLOBAL ADVISORS INC /ADV | -6,030 | -44.0% | 7,688 |
| COMMONWEALTH EQUITY SERVICES, LLC | -5,677 | -17.6% | 26,600 |
| GOLDMAN SACHS GROUP INC | -5,423 | -46.7% | 6,195 |
| Baird Financial Group, Inc. | -3,332 | -2.1% | 158,860 |
| INDEPENDENT FINANCIAL GROUP, LLC | -2,067 | -16.9% | 10,141 |
| NewEdge Advisors, LLC | -1,909 | -7.2% | 24,575 |