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

Advisory Services Network’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 Q1	$36.6K	Buy	+792	New	+$40.4K	﹤0.01%	2807
2025 Q4	–	Sell	-1,179	Closed	-$62.4K	–	3752
2025 Q3	$62.4K	Buy	+1,179	New	+$59.5K	﹤0.01%	2326
2024 Q1	–	Sell	-1,498	Closed	-$68.2K	–	3216
2023 Q4	$68.2K	Buy	+1,498	New	+$61.5K	﹤0.01%	1851
2023 Q2	–	Sell	-508	Closed	-$21.7K	–	3205
2023 Q1	$21.7K	Buy	508 +57	+13%	+$2.3K	﹤0.01%	2492
2022 Q4	$16.1K	Buy	+451	New	+$16.3K	﹤0.01%	2614
2021 Q3	–	Sell	-2,014	Closed	-$110K	–	2856
2021 Q2	$110K	Buy	+2,014	New	+$107K	﹤0.01%	1560
2021 Q1	–	Sell	-1,594	Closed	-$80K	–	2619
2020 Q4	$80K	Sell	1,594 -1	-0.1%	-$44	﹤0.01%	1439
2020 Q3	$62K	Buy	+1,595	New	+$60.8K	﹤0.01%	1484
2020 Q2	–	Sell	-1,266	Closed	-$35K	–	2394
2020 Q1	$35K	Buy	1,266 +911	+257%	+$29.7K	﹤0.01%	1553
2019 Q4	$12K	Buy	+355	New	+$11.6K	﹤0.01%	2281

Other funds holding ROBT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Advisory Services Network's ROBT Position: Q1 2026 in Review

Advisory Services Network opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2026: 792 shares worth $36.6K. The stake represents ﹤0.01% of the portfolio and ranks #2807 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in ROBT as recently as Q3 2025.

Advisory Services Network first reported a position in ROBT in Q4 2019 and has held it in 10 quarters since. The position peaked at $110K in Q2 2021. 170 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

Advisory Services Network held 792 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $36.6K as of Q1 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new Advisory Services Network position in Q1 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2807 holding.
Advisory Services Network first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2019 and has held it in 10 quarters since.
Advisory Services Network's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $110K in Q2 2021.
170 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.