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AE Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

AE Wealth 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
Q2 		$145K Sell
2,577
-92
-3% -$4.9K ﹤0.01% 1813
2026
Q1 		$123K Sell
2,669
-168
-6% -$8.57K ﹤0.01% 1737
2025
Q4 		$147K Sell
2,837
-3
-0.1% -$160 ﹤0.01% 1591
2025
Q3 		$150K Buy
2,840
+7
+0.2% +$353 ﹤0.01% 1462
2025
Q2 		$137K Sell
2,833
-346
-11% -$14.9K ﹤0.01% 1400
2025
Q1 		$129K Sell
3,179
-447
-12% -$20.2K ﹤0.01% 1380
2024
Q4 		$163K Sell
3,626
-1,899
-34% -$86.3K ﹤0.01% 1319
2024
Q3 		$242K Sell
5,525
-9,590
-63% -$404K ﹤0.01% 1108
2024
Q2 		$640K Sell
15,115
-2,013
-12% -$86.2K 0.01% 817
2024
Q1 		$775K Sell
17,128
-43,501
-72% -$1.94M 0.01% 710
2023
Q4 		$2.69M Buy
60,629
+15,574
+35% +$639K 0.01% 805
2023
Q3 		$1.83M Buy
45,055
+36,191
+408% +$1.58M 0.01% 879
2023
Q2 		$405K Buy
8,864
+202
+2% +$8.64K ﹤0.01% 1489
2023
Q1 		$369K Buy
8,662
+2,852
+49% +$115K ﹤0.01% 1465
2022
Q4 		$208K Buy
+5,810
New +$210K ﹤0.01% 1660

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AE Wealth Management's ROBT Position: Q2 2026 in Review

AE Wealth Management reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 3.4% in Q2 2026, selling an estimated $4.9K and leaving 2,577 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #1813.

AE Wealth Management first reported a position in ROBT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.69M in Q4 2023. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • AE Wealth Management held 2,577 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $145K as of Q2 2026.
  • AE Wealth Management sold 92 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $4.9K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1813 holding.
  • AE Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2022 and has held it in 15 quarters since.
  • AE Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $2.69M in Q4 2023.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.