AWS
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Atria Wealth Solutions’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.04M Buy
21,454
+5,538
+35% +$239K 0.02% 622
2025
Q1 		$647K Buy
15,916
+4,506
+39% +$204K 0.01% 1071
2024
Q4 		$514K Buy
11,410
+1
+0% +$45 0.01% 1265
2024
Q3 		$500K Sell
11,409
-3,577
-24% -$151K 0.01% 1247
2024
Q2 		$635K Sell
14,986
-1,082
-7% -$46.3K 0.01% 1113
2024
Q1 		$727K Buy
16,068
+409
+3% +$18.3K 0.01% 1058
2023
Q4 		$713K Buy
15,659
+548
+4% +$22.5K 0.01% 1026
2023
Q3 		$612K Buy
15,111
+3,685
+32% +$160K 0.01% 1037
2023
Q2 		$522K Buy
+11,426
New +$489K 0.01% 1138

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return