Arax Advisory Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Arax Advisory Partners’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	-6	Closed	-$312	–	4244
2025 Q4	$312	Buy	+6	New	+$320	﹤0.01%	3668
2025 Q3	–	Sell	-1,613	Closed	-$77.9K	–	4142
2025 Q2	$77.9K	Sell	1,613 -158	-9%	-$6.81K	﹤0.01%	1050
2025 Q1	$72K	Sell	1,771 -19,434	-92%	-$880K	﹤0.01%	828
2024 Q4	$955K	Buy	21,205 +1,572	+8%	+$71.4K	0.06%	181
2024 Q3	$860K	Buy	19,633 +3,090	+19%	+$130K	0.08%	132
2024 Q2	$700K	Buy	16,543 +1,236	+8%	+$52.9K	0.07%	145
2024 Q1	$692K	Buy	15,307 +7,314	+92%	+$326K	0.07%	137
2023 Q4	$364K	Buy	7,993 +5,843	+272%	+$240K	0.04%	205
2023 Q3	$87.1K	Buy	+2,150	New	+$93.6K	0.01%	373

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

Arax Advisory Partners's ROBT Position: Q1 2026 in Review

Arax Advisory Partners sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2026, closing a stake of 6 shares — an estimated $312 sold.

Arax Advisory Partners first reported a position in ROBT in Q3 2023 and held it in 9 quarters. The position peaked at $955K in Q4 2024. 172 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

Arax Advisory Partners reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2026 after selling out during the quarter.
Arax Advisory Partners sold 6 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $312.
Arax Advisory Partners first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and held it in 9 quarters.
Arax Advisory Partners's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $955K in Q4 2024.
172 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Arax Advisory Partners's 13F filing for Q1 2026, filed 13 May 2026.