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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: 3-31-2022 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 the current period

  Page 1 of 1  
Free Registration Required For Full Results

            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
   WELLS FARGO & CO/MN 1389 - 2024-03-31 278,882 $12,617,000 -57,597
   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
   Good Life Advisors LLC 26 - 2024-03-31 202,262 $9,150,000 -5,199
   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
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1015 - 2024-03-31 137,615 $6,226,000 -1,426
   BB&T CORP 799 - 2024-03-31 137,075 $6,201,000 -6,077
   ENVESTNET ASSET MANAGEMENT INC 1891 - 2024-03-31 124,665 $5,640,000 -6,089
   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
   Silverleafe Capital Partners LLC 18 *New 2024-03-31 84,611 $3,828,000 84,611
   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
   EPG Wealth Management LLC 31 - 2024-03-31 56,404 $2,552,000 -362
   Sargent Investment Group LLC 46 - 2024-03-31 48,755 $2,206,000 -2,910
   TAP Consulting LLC 69 - 2024-03-31 42,372 $1,917,000 4,649
   COMMONWEALTH EQUITY SERVICES LLC. 1831 - 2024-03-31 40,057 $1,812,000 -3,389
   GRADIENT INVESTMENTS LLC 166 - 2024-03-31 38,843 $1,757,000 21,763
   ATRIA INVESTMENTS LLC 710 - 2023-12-31 33,442 $1,523,000 33,442
   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
   BANK OF NOVA SCOTIA / 767 *New 2024-03-31 20,000 $902,000 20,000
   Prosperity Financial Group Inc. 49 - 2024-03-31 19,864 $899,000 2,951
   AE Wealth Management LLC 702 - 2024-03-31 17,128 $775,000 -43,501
   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
   Camden Capital LLC 142 - 2024-03-31 14,752 $667,000 -2,550
   GOLDMAN SACHS GROUP INC/ 3782 - 2024-03-31 14,750 $667,000 -7,441
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 306 - 2024-03-31 14,252 $639,000 935
   D E SHAW & CO INC 2184 *New 2024-03-31 13,939 $631,000 13,939
   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
   Main Street Financial Solutions LLC 278 - 2024-03-31 13,113 $593,000 0
   NBC SECURITIES INC. 394 - 2024-03-31 12,676 $573,000 -670
   Laidlaw Wealth Management LLC 100 - 2024-03-31 12,356 $559,000 1,442
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1532 - 2024-03-31 11,800 $534,000 -488
   ICAPITAL WEALTH LLC 63 - 2024-03-31 11,000 $498,000 0
   BESSEMER GROUP INC 886 - 2024-03-31 7,845 $355,000 0
   H D Vest Advisory Services 1209 - 2024-03-31 7,829 $354,000 394
   DAVIDSON D A & CO 1127 - 2024-03-31 7,503 $339,000 -265
   MML INVESTORS SERVICES LLC 2049 - 2024-03-31 7,143 $323,000 1,288
   Gladstone Institutional Advisory LLC 523 - 2024-03-31 6,855 $310,000 -5,138
   Capital Investment Advisory Services LLC 395 - 2024-03-31 6,778 $307,000 -27
   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
   FLC Capital Advisors 137 - 2024-03-31 5,809 $263,000 0
   TCP Asset Management LLC 61 - 2024-03-31 5,626 $255,000 -606
   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
   Vivaldi Capital Management LLC 196 *New 2024-03-31 5,484 $235,000 5,484
   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
   J.W. COLE ADVISORS INC. 821 - 2024-03-31 4,521 $205,000 -1,386
   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
   Steward Partners Investment Advisory LLC 1458 - 2024-03-31 4,164 $188,000 -13,688
   HARBOUR INVESTMENTS INC. 1124 - 2023-12-31 2,243 $102,000 -153
   IFP Advisors Inc 1229 - 2023-12-31 2,144 $98,000 -375
   Sunbelt Securities Inc. 707 - 2024-03-31 2,137 $97,000 285
   Main Management LLC 82 - 2024-03-31 2,013 $91,000 0
   PSI Advisors LLC 192 - 2024-03-31 1,922 $87,000 141
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 667 - 2024-03-31 1,803 $82,000 -370
   ICA Group Wealth Management LLC 459 - 2024-03-31 1,691 $77,000 0
   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
   NORTH STAR INVESTMENT MANAGEMENT CORP. 562 *New 2024-03-31 1,550 $70,000 1,550
   Federation des caisses Desjardins du Quebec 1334 - 2024-03-31 1,425 $64,000 0
   Migdal Insurance & Financial Holdings Ltd. 273 - 2024-03-31 1,144 $52,000 -140
   Global Retirement Partners LLC 1413 - 2024-03-31 1,084 $49,000 -124
   Slocum Gordon & Co LLP 83 - 2024-03-31 1,077 $49,000 0
   KISTLERTIFFANY COMPANIES, LLC 522 - 2023-06-30 852 $39,000 0
   Tidemark LLC 269 - 2024-03-31 849 $38,000 197
   INSTITUTIONAL & FAMILY ASSET MANAGEMENT LLC 277 *New 2024-03-31 772 $35,000 772
   New England Capital Financial Advisors LLC 134 - 2024-03-31 741 $34,000 0
   Princeton Global Asset Management LLC 331 - 2024-03-31 600 $27,000 0
   Dunhill Financial LLC 157 - 2024-03-31 560 $25,000 -9
   BFSG LLC 434 - 2024-03-31 500 $23,000 0
   BARRETT & COMPANY INC. 365 *New 2024-03-31 425 $19,000 425
  100 Records found
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