Atria Investments
ROBT icon

Atria Investments’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Atria Investments’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
Q3 		$300K Sell
5,073
-571
-10% -$32.8K ﹤0.01% 1891
2026
Q2 		$318K Sell
5,644
-6,113
-52% -$326K ﹤0.01% 1812
2026
Q1 		$543K Sell
11,757
-20,569
-64% -$1.05M 0.01% 1405
2025
Q4 		$1.68M Sell
32,326
-692
-2% -$36.9K 0.02% 808
2025
Q3 		$1.75M Sell
33,018
-1,801
-5% -$90.9K 0.02% 773
2025
Q2 		$1.68M Sell
34,819
-1,297
-4% -$55.9K 0.02% 799
2025
Q1 		$1.47M Buy
36,116
+3,959
+12% +$179K 0.02% 840
2024
Q4 		$1.45M Sell
32,157
-3,991
-11% -$181K 0.02% 816
2024
Q3 		$1.58M Sell
36,148
-971
-3% -$40.9K 0.02% 753
2024
Q2 		$1.57M Buy
37,119
+3,105
+9% +$133K 0.02% 736
2024
Q1 		$1.54M Buy
34,014
+572
+2% +$25.5K 0.02% 763
2023
Q4 		$1.52M Buy
+33,442
New +$1.37M 0.02% 710
2023
Q3 		– Sell
-27,529
Closed -$1.26M – 882
2023
Q2 		$1.26M Sell
27,529
-366
-1% -$15.7K 0.02% 749
2023
Q1 		$1.19M Sell
27,895
-24,531
-47% -$992K 0.02% 740
2022
Q4 		$1.87M Buy
52,426
+758
+1% +$27.4K 0.04% 538
2022
Q3 		$1.74M Sell
51,668
-8,451
-14% -$327K 0.04% 531
2022
Q2 		$2.23M Buy
60,119
+1,131
+2% +$46.4K 0.05% 463
2022
Q1 		$2.79M Buy
+58,988
New +$2.85M 0.05% 455

Other funds holding ROBT

AFG
ABLE Financial Group Scottsdale, Arizona $640M AUM 16% 1-Year Est. Return
Independent Financial Group
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GBFG
Gerald Baker Financial Group Arlington, Texas $354M AUM
AWM
Accel Wealth Management Waverly, Iowa $464M AUM 21.88% 1-Year Est. Return
PWA
Peterson Wealth Advisors Orem, Utah $862M AUM 10.46% 1-Year Est. Return
JCFM
JBR Co Financial Management Ardmore, Oklahoma $261M AUM 21.54% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $356M AUM 17.04% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM

Atria Investments's ROBT Position: Q3 2026 in Review

Atria Investments reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 10% in Q3 2026, selling an estimated $32.8K and leaving 5,073 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #1891.

Atria Investments first reported a position in ROBT in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.79M in Q1 2022. 16 funds tracked by Wall St. Rank hold ROBT as of Q3 2026.

  • Atria Investments held 5,073 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $300K as of Q3 2026.
  • Atria Investments sold 571 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2026, an estimated $32.8K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Atria Investments's portfolio in Q3 2026, its #1891 holding.
  • Atria Investments first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2022 and has held it in 18 quarters since.
  • Atria Investments's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $2.79M in Q1 2022.
  • 16 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2026.

Based on Atria Investments's 13F filing for Q3 2026, filed 15 Oct 2026.