Aptus Capital Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Aptus Capital Advisors’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	$11.3K	Buy	201 +81	+68%	+$4.32K	﹤0.01%	1588
2026 Q1	$5.54K	Buy	120 +22	+22%	+$1.12K	﹤0.01%	1556
2025 Q4	$5.08K	Buy	98 +93	+1,860%	+$4.96K	﹤0.01%	1551
2025 Q3	$264	Hold	5	–	–	﹤0.01%	1583
2025 Q2	$242	Hold	5	–	–	﹤0.01%	1519
2025 Q1	$203	Hold	5	–	–	﹤0.01%	1432
2024 Q4	$225	Hold	5	–	–	﹤0.01%	1405
2024 Q3	$219	Sell	5 -175	-97%	-$7.38K	﹤0.01%	1224
2024 Q2	$7.62K	Hold	180	–	–	﹤0.01%	1042
2024 Q1	$8.14K	Hold	180	–	–	﹤0.01%	1048
2023 Q4	$8.2K	Hold	180	–	–	﹤0.01%	811
2023 Q3	$7.29K	Buy	180 +175	+3,500%	+$7.62K	﹤0.01%	818
2023 Q2	$228	Hold	5	–	–	﹤0.01%	790
2023 Q1	$213	Hold	5	–	–	﹤0.01%	785
2022 Q4	$179	Hold	5	–	–	﹤0.01%	786
2022 Q3	$0	Hold	5	–	–	﹤0.01%	805
2022 Q2	$0	Hold	5	–	–	﹤0.01%	726
2022 Q1	$0	Hold	5	–	–	﹤0.01%	721
2021 Q4	$0	Hold	5	–	–	﹤0.01%	583
2021 Q3	$0	Hold	5	–	–	﹤0.01%	598
2021 Q2	$0	Hold	5	–	–	﹤0.01%	599
2021 Q1	$0	Buy	+5	New	+$271	﹤0.01%	555

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

Aptus Capital Advisors's ROBT Position: Q2 2026 in Review

Aptus Capital Advisors increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 68% in Q2 2026, buying an estimated $4.32K and bringing the position to 201 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1588.

Aptus Capital Advisors first reported a position in ROBT in Q1 2021 and has held it in 22 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Aptus Capital Advisors held 201 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $11.3K as of Q2 2026.
Aptus Capital Advisors bought 81 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $4.32K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1588 holding.
Aptus Capital Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2021 and has held it in 22 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.