Advyzon Investment Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Advyzon Investment Management’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	–	Sell	-4,324	Closed	-$224K	–	712
2025 Q4	$224K	Sell	4,324 -1,442	-25%	-$76.9K	0.03%	532
2025 Q3	$305K	Buy	5,766 +429	+8%	+$21.7K	0.05%	318
2025 Q2	$258K	Buy	+5,337	New	+$230K	0.06%	306

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 22.96% 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

BFO

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

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

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

Advyzon Investment Management's ROBT Position: Q1 2026 in Review

Advyzon Investment Management sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2026, closing a stake of 4,324 shares — an estimated $224K sold.

Advyzon Investment Management first reported a position in ROBT in Q2 2025 and held it in 3 quarters. The position peaked at $305K in Q3 2025. 172 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

Advyzon Investment Management reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2026 after selling out during the quarter.
Advyzon Investment Management sold 4,324 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $224K.
Advyzon Investment Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2025 and held it in 3 quarters.
Advyzon Investment Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $305K in Q3 2025.
172 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Advyzon Investment Management's 13F filing for Q1 2026, filed 12 May 2026.