Acorn Financial Advisory Services’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Acorn Financial Advisory Services’s Portfolio ROBT Stock Details ROBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$460K	Buy	8,173 +956	+13%	+$51K	0.06%	141
2026 Q1	$333K	Hold	7,217	–	–	0.05%	157
2025 Q4	$374K	Buy	+7,217	New	+$385K	0.06%	138

Other funds holding ROBT

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Acorn Financial Advisory Services's ROBT Position: Q2 2026 in Review

Acorn Financial Advisory Services increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 13% in Q2 2026, buying an estimated $51K and bringing the position to 8,173 shares worth $460K. The position accounts for 0.06% of the portfolio, ranked #141.

Acorn Financial Advisory Services first reported a position in ROBT in Q4 2025 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Acorn Financial Advisory Services held 8,173 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $460K as of Q2 2026.
Acorn Financial Advisory Services bought 956 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $51K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.06% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #141 holding.
Acorn Financial Advisory Services first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2025 and has held it in 3 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.