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Get Institutions for : 
First Trust Nasdaq Artificial Intelligence And Robotics (ROBT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 132    4
Total shares held : 
5,402,497  
% of shares held : 
6%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  12  
Amount of shares held : 
-128,806  
% of shares held change : 
  -0.14%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
15
 178,134
 3.3%
 
Increased Positions :
48
 769,207
 14.24%
 
Unchanged Positions :
29
 55,627
 1.03%
 
Decreased Positions :
40
-976,338
-18.07%
 
Closed Positions :
11
-99,809
-1.85%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   LPL FINANCIAL CORP 702 - 2024-03-31 737,548 $33,367,000 40,618
   BANK OF AMERICA CORP /DE/ 1783 - 2024-03-31 527,592 $23,868,000 134,542
   RAYMOND JAMES & ASSOCIATES 906 - 2024-03-31 342,966 $15,516,000 66,253
   MORGAN STANLEY 2991 - 2024-03-31 321,799 $14,558,000 139,454
   AMERIPRISE FINANCIAL INC 1508 - 2024-03-31 304,610 $13,788,000 48,245
   Main Management ETF Advisors LLC 21 - 2024-03-31 274,060 $12,398,000 1,775
   Baird Financial Group Inc. 444 - 2024-03-31 245,399 $11,102,000 3,262
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 442 - 2024-03-31 194,053 $8,779,000 174,328
   UBS Group AG 1809 - 2024-03-31 167,607 $7,583,000 125,432
   Advisor Group Holdings Inc. 834 - 2024-03-31 160,443 $7,259,000 9,774
   ROYAL BANK OF CANADA 1702 - 2024-03-31 155,217 $7,021,000 5,842
   MARINER WEALTH ADVISORS, LLC 719 - 2024-03-31 112,363 $5,083,000 23
   Biltmore Family Office LLC 16 - 2024-03-31 108,327 $4,901,000 27,297
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 781 - 2024-03-31 103,753 $4,694,000 3,454
   SFI Advisors LLC 10 - 2024-03-31 100,706 $4,556,000 9,275
   Spectrum Wealth Advisory Group LLC 7 - 2024-03-31 97,628 $4,417,000 5,087
   STIFEL FINANCIAL CORP 1296 - 2024-03-31 85,952 $3,889,000 3,740
   Cetera Investment Advisers 1152 - 2024-03-31 80,389 $3,637,000 73,774
   JANNEY MONTGOMERY SCOTT LLC 896 - 2024-03-31 76,513 $3,461,000 8,698
   BENJAMIN F. EDWARDS & COMPANY INC. 275 - 2024-03-31 72,059 $3,260,000 4,437
   FINANCIAL NETWORK 874 - 2024-03-31 60,099 $2,719,000 20,539
   TAP Consulting LLC 69 - 2024-03-31 42,372 $1,917,000 4,649
   GRADIENT INVESTMENTS LLC 166 - 2024-03-31 38,843 $1,757,000 21,763
   ATRIA INVESTMENTS LLC 762 - 2024-03-31 34,014 $1,539,000 572
   Flaharty Asset Management LLC 46 - 2024-03-31 31,803 $1,439,000 6,923
   Private Advisor Group LLC 991 - 2024-03-31 31,039 $1,404,000 2,740
   Belpointe Asset Management LLC 199 - 2024-03-31 29,278 $1,325,000 13,925
   PROSPERA FINANCIAL SERVICES 413 - 2023-12-31 27,557 $1,255,000 1,181
   Goss Wealth Management LLC 927 - 2024-03-31 25,538 $1,155,000 1,707
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 692 - 2024-03-31 25,502 $1,154,000 5,345
   Kestra Advisory Services LLC 1184 - 2024-03-31 23,751 $1,074,000 6,398
   OPPENHEIMER & CO INC 733 - 2024-03-31 22,697 $1,027,000 304
   Equitable Holdings Inc. 627 - 2024-03-31 21,217 $960,000 6,741
   Prosperity Financial Group Inc. 49 - 2024-03-31 19,864 $899,000 2,951
   MULTIFINANCIAL SECURITIES CORP 1323 - 2024-03-31 16,410 $742,000 6,170
   Atria Wealth Solutions Inc. 1050 - 2024-03-31 16,068 $727,000 409
   SRS Capital Advisors Inc. 136 - 2024-03-31 15,307 $692,000 7,314
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 306 - 2024-03-31 14,252 $639,000 935
   Resources Investment Advisors Inc. 668 - 2024-03-31 13,605 $615,000 1,710
   American Institute for Advanced Investment Managem 61 - 2024-03-31 13,328 $603,000 472
   Laidlaw Wealth Management LLC 100 - 2024-03-31 12,356 $559,000 1,442
   H D Vest Advisory Services 1209 - 2024-03-31 7,829 $354,000 394
   MML INVESTORS SERVICES LLC 2049 - 2024-03-31 7,143 $323,000 1,288
   Cottage Street Advisors LLC 71 - 2024-03-31 6,670 $302,000 933
   Western Wealth Management LLC 530 - 2024-03-31 6,026 $273,000 938
   Gateway Wealth Partners LLC 200 - 2024-03-31 5,433 $246,000 542
   KFG WEALTH MANAGEMENT LLC 136 - 2024-03-31 5,368 $243,000 954
   HIGHTOWER ADVISORS, LLC 2799 - 2024-03-31 5,393 $242,000 312
   HBK SORCE ADVISORY LLC 544 - 2024-03-31 4,697 $212,000 97
   PROEQUITIES INC. 661 - 2024-03-31 4,620 $209,000 1,490
   Householder Group Estate & Retirement Specialist L 241 - 2024-03-31 4,399 $199,000 1,887
   CWM LLC 1520 - 2024-03-31 4,266 $193,000 1,169
   Sunbelt Securities Inc. 707 - 2024-03-31 2,137 $97,000 285
   PSI Advisors LLC 192 - 2024-03-31 1,922 $87,000 141
   CREATIVE FINANCIAL DESIGNS INC /ADV 628 - 2024-03-31 1,606 $73,000 1,443
   Front Row Advisors LLC 216 - 2024-03-31 1,605 $73,000 229
   Tidemark LLC 269 - 2024-03-31 849 $38,000 197
   TD CAPITAL MANAGEMENT LLC 244 - 2024-03-31 390 $18,000 67
   BAYSTATE WEALTH MANAGEMENT LLC 630 - 2023-12-31 325 $15,000 278
   FWL INVESTMENT MANAGEMENT LLC 154 - 2024-03-31 258 $12,000 62
   J P MORGAN CHASE & CO 5022 - 2024-03-31 233 $11,000 10
   PRIVATE TRUST CO NA 1707 - 2024-03-31 166 $8,000 121

  62 Records found
  1    
  Page 1 of 1
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