AmeriFlex Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

AmeriFlex Group’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	$40.6K	Buy	722 +69	+11%	+$3.68K	0.02%	547
2026 Q1	$30.1K	Hold	653	–	–	0.02%	531
2025 Q4	$33.9K	Sell	653 -653	-50%	-$34.8K	0.02%	502
2025 Q3	$69.1K	Buy	1,306 +570	+77%	+$28.8K	0.03%	403
2025 Q2	$35.4K	Hold	736	–	–	0.02%	456
2025 Q1	$29.9K	Buy	736 +154	+26%	+$6.97K	0.01%	600
2024 Q4	$27.4K	Buy	+582	New	+$26.4K	0.01%	563

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

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

AmeriFlex Group's ROBT Position: Q2 2026 in Review

AmeriFlex Group increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 11% in Q2 2026, buying an estimated $3.68K and bringing the position to 722 shares worth $40.6K. The position accounts for 0.02% of the portfolio, ranked #547.

AmeriFlex Group first reported a position in ROBT in Q4 2024 and has held it in 7 quarters since. The position peaked at $69.1K in Q3 2025. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

AmeriFlex Group held 722 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $40.6K as of Q2 2026.
AmeriFlex Group bought 69 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $3.68K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #547 holding.
AmeriFlex Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $69.1K in Q3 2025.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.