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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   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
   Good Life Advisors LLC 26 - 2024-03-31 202,262 $9,150,000 -5,199
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1015 - 2024-03-31 137,615 $6,226,000 -1,426
   MARINER WEALTH ADVISORS, LLC 673 - 2023-12-31 112,340 $5,115,000 -31,885
   Sargent Investment Group LLC 46 - 2024-03-31 48,755 $2,206,000 -2,910
   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
   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
   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
   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
   Laidlaw Wealth Management LLC 128 - 2023-12-31 10,914 $497,000 -3,411
   DAVIDSON D A & CO 1065 - 2023-12-31 7,768 $354,000 -111,650
   Capital Investment Advisory Services LLC 395 - 2024-03-31 6,778 $307,000 -27
   Cetera Investment Advisers 1772 - 2023-12-31 6,615 $301,000 -1,548
   TCP Asset Management LLC 61 - 2024-03-31 5,626 $255,000 -606
   J.W. COLE ADVISORS INC. 821 - 2024-03-31 4,521 $205,000 -1,386
   HARBOUR INVESTMENTS INC. 1124 - 2023-12-31 2,243 $102,000 -153
   IFP Advisors Inc 1229 - 2023-12-31 2,144 $98,000 -375
   Main Management LLC 82 - 2023-12-31 2,013 $92,000 -609
   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
   FWL INVESTMENT MANAGEMENT LLC 168 - 2023-12-31 196 $9,000 -60
   Coston McIsaac & Partners 421 - 2024-03-31 161 $7,000 -237
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 721 - 2024-03-31 1 $0 -90

  30 Records found
  1    
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