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 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

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

Atria Investments's ROBT Position: Q2 2026 in Review

Atria Investments reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 52% in Q2 2026, selling an estimated $326K and leaving 5,644 shares worth $318K. The position accounts for ﹤0.01% of the portfolio, ranked #1812.

Atria Investments first reported a position in ROBT in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.79M in Q1 2022. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Atria Investments held 5,644 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $318K as of Q2 2026.
Atria Investments sold 6,113 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $326K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1812 holding.
Atria Investments first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2022 and has held it in 17 quarters since.
Atria Investments's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $2.79M in Q1 2022.
181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.