Arkadios Wealth Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Arkadios Wealth 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	$1.36M	Buy	24,208 +2,126	+10%	+$113K	0.02%	684
2026 Q1	$1.02M	Buy	22,082 +5,400	+32%	+$275K	0.02%	776
2025 Q4	$865K	Buy	16,682 +846	+5%	+$45.1K	0.02%	762
2025 Q3	$838K	Buy	15,836 +90	+0.6%	+$4.54K	0.02%	716
2025 Q2	$761K	Sell	15,746 -40,075	-72%	-$1.73M	0.02%	688
2025 Q1	$2.27M	Buy	55,821 +46,287	+485%	+$2.09M	0.09%	259
2024 Q4	$429K	Buy	9,534 +2,940	+45%	+$134K	0.02%	603
2024 Q3	$289K	Buy	6,594 +1,733	+36%	+$73K	0.02%	720
2024 Q2	$206K	Buy	+4,861	New	+$208K	0.01%	758
2024 Q1	–	Sell	-4,459	Closed	-$203K	–	779
2023 Q4	$203K	Buy	+4,459	New	+$183K	0.02%	646
2021 Q4	–	Sell	-1,773	Closed	-$95K	–	1516
2021 Q3	$95K	Sell	1,773 -65	-4%	-$3.55K	0.01%	704
2021 Q2	$99K	Buy	1,838 +201	+12%	+$10.6K	0.01%	722
2021 Q1	$85K	Buy	1,637 +85	+5%	+$4.61K	0.01%	571
2020 Q4	$77K	Buy	1,552 +1	+0.1%	+$44	0.02%	479
2020 Q3	$63.9K	Buy	1,551 +1	+0.1%	+$38	0.03%	362
2020 Q2	$56.7K	Buy	1,550 +424	+38%	+$13.7K	0.03%	354
2020 Q1	$30.6K	Buy	+1,126	New	+$36.7K	0.02%	411

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

Arkadios Wealth Advisors's ROBT Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 9.6% in Q2 2026, buying an estimated $113K and bringing the position to 24,208 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #684.

Arkadios Wealth Advisors first reported a position in ROBT in Q1 2020 and has held it in 17 quarters since. The position peaked at $2.27M in Q1 2025. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Arkadios Wealth Advisors held 24,208 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $1.36M as of Q2 2026.
Arkadios Wealth Advisors bought 2,126 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $113K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.02% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #684 holding.
Arkadios Wealth Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2020 and has held it in 17 quarters since.
Arkadios Wealth Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $2.27M in Q1 2025.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.