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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/ 1882 - 2023-12-31 393,050 $17,896,000 5,417
   RAYMOND JAMES & ASSOCIATES 906 - 2024-03-31 342,966 $15,516,000 66,253
   WELLS FARGO & CO/MN 1389 - 2024-03-31 278,882 $12,617,000 -57,597
   Main Management ETF Advisors LLC 21 - 2023-12-31 272,285 $12,397,000 -499,150
   AMERIPRISE FINANCIAL INC 1614 - 2023-12-31 256,365 $11,673,000 42,413
   Baird Financial Group Inc. 434 - 2023-12-31 242,137 $11,024,000 237,007
   Good Life Advisors LLC 26 - 2024-03-31 202,262 $9,150,000 -5,199
   MORGAN STANLEY 3460 - 2023-12-31 182,345 $8,302,000 14,858
   Advisor Group Holdings Inc. 834 - 2024-03-31 160,443 $7,259,000 9,774
   ROYAL BANK OF CANADA 1696 - 2023-12-31 149,375 $6,801,000 11,568
   BB&T CORP 762 - 2023-12-31 143,152 $6,518,000 21,880
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1015 - 2024-03-31 137,615 $6,226,000 -1,426
   ENVESTNET ASSET MANAGEMENT INC 1769 - 2023-12-31 130,754 $5,953,000 28,608
   MARINER WEALTH ADVISORS, LLC 673 - 2023-12-31 112,340 $5,115,000 -31,885
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 781 - 2024-03-31 103,753 $4,694,000 3,454
   Spectrum Wealth Advisory Group LLC 7 - 2024-03-31 97,628 $4,417,000 5,087
   SFI Advisors LLC 9 - 2023-12-31 91,431 $4,163,000 21,922
   Silverleafe Capital Partners LLC 18 *New 2024-03-31 84,611 $3,828,000 84,611
   STIFEL FINANCIAL CORP 1268 - 2023-12-31 82,212 $3,743,000 6,720
   Biltmore Family Office LLC 20 - 2023-12-31 81,030 $3,689,000 39,421
   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
   AE Wealth Management LLC 799 - 2023-12-31 60,629 $2,692,000 15,574
   EPG Wealth Management LLC 30 - 2023-12-31 56,766 $2,489,000 14,693
   Sargent Investment Group LLC 46 - 2024-03-31 48,755 $2,206,000 -2,910
   UBS Group AG 2862 - 2023-12-31 42,175 $1,920,000 33,321
   TAP Consulting LLC 69 - 2024-03-31 42,372 $1,917,000 4,649
   JANE STREET GROUP LLC 2496 - 2023-12-31 41,255 $1,878,000 35,205
   COMMONWEALTH EQUITY SERVICES LLC. 1831 - 2024-03-31 40,057 $1,812,000 -3,389
   FINANCIAL NETWORK 1014 - 2023-12-31 39,560 $1,801,000 -11,095
   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
   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
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 692 - 2024-03-31 25,502 $1,154,000 5,345
   Flaharty Asset Management LLC 44 - 2023-12-31 24,880 $1,133,000 -1,249
   Goss Wealth Management LLC 889 - 2023-12-31 23,831 $1,069,000 -306
   OPPENHEIMER & CO INC 733 - 2024-03-31 22,697 $1,027,000 304
   GOLDMAN SACHS GROUP INC/ 3516 *New 2023-12-31 22,191 $1,010,000 22,191
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1002 - 2023-12-31 19,725 $898,000 -5,496
   Steward Partners Investment Advisory LLC 795 - 2023-12-31 17,852 $813,000 -657
   Kestra Advisory Services LLC 1239 - 2023-12-31 17,353 $790,000 -27,696
   Camden Capital LLC 133 - 2023-12-31 17,302 $788,000 8
   Prosperity Financial Group Inc. 45 - 2023-12-31 16,913 $770,000 28
   Atria Wealth Solutions Inc. 1013 - 2023-12-31 15,659 $713,000 548
   Equitable Holdings Inc. 684 - 2023-12-31 14,476 $659,000 2,984
   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
   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
   Gladstone Institutional Advisory LLC 401 - 2023-12-31 11,993 $546,000 -3,568
   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
   Laidlaw Wealth Management LLC 128 - 2023-12-31 10,914 $497,000 -3,411
   MULTIFINANCIAL SECURITIES CORP 1167 - 2023-12-31 10,240 $466,000 741
   SRS Capital Advisors Inc. 205 - 2023-12-31 7,993 $364,000 5,843
   BESSEMER GROUP INC 917 - 2023-12-31 7,845 $357,000 0
   DAVIDSON D A & CO 1065 - 2023-12-31 7,768 $354,000 -111,650
   H D Vest Advisory Services 1209 - 2024-03-31 7,829 $354,000 394
   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
   Cetera Investment Advisers 1772 - 2023-12-31 6,615 $301,000 -1,548
   Western Wealth Management LLC 530 - 2024-03-31 6,026 $273,000 938
   MML INVESTORS SERVICES LLC 2115 *New 2023-12-31 5,855 $267,000 5,855
   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
   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
   Gateway Wealth Partners LLC 202 *New 2023-12-31 4,891 $223,000 4,891
   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
   HARBOUR INVESTMENTS INC. 1124 - 2023-12-31 2,243 $102,000 -153
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 653 - 2023-12-31 2,173 $99,000 0
   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 - 2023-12-31 2,013 $92,000 -609
   PSI Advisors LLC 192 - 2024-03-31 1,922 $87,000 141
   ICA Group Wealth Management LLC 420 - 2023-12-31 1,691 $77,000 1,691
   CREATIVE FINANCIAL DESIGNS INC /ADV 628 - 2024-03-31 1,606 $73,000 1,443
   NORTH STAR INVESTMENT MANAGEMENT CORP. 562 *New 2024-03-31 1,550 $70,000 1,550
   Front Row Advisors LLC 173 - 2023-12-31 1,376 $63,000 0
   FMR LLC 3262 - 2023-12-31 1,374 $63,000 1,260
   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
   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
   Tidemark LLC 282 - 2023-12-31 652 $30,000 0
   Raleigh Capital Management Inc. 377 - 2023-12-31 619 $28,000 108
   Princeton Global Asset Management LLC 331 - 2024-03-31 600 $27,000 0
   Dunhill Financial LLC 135 *New 2023-12-31 569 $26,000 569
   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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