AAP
ROBT icon

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 – 4246
2025
Q4 		$312 Buy
+6
New +$320 ﹤0.01% 3668
2025
Q3 		– Sell
-1,613
Closed -$77.9K – 4143
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

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return