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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Atria Wealth Solutions's ROBT Position: Q2 2025 in Review

Atria Wealth Solutions increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 35% in Q2 2025, buying an estimated $239K and bringing the position to 21,454 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #622.

Atria Wealth Solutions first reported a position in ROBT in Q2 2023 and has held it in 9 quarters since. 150 funds tracked by Wall St. Rank hold ROBT as of Q2 2025.

Atria Wealth Solutions held 21,454 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $1.04M as of Q2 2025.
Atria Wealth Solutions bought 5,538 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2025, an estimated $239K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #622 holding.
Atria Wealth Solutions first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2023 and has held it in 9 quarters since.
150 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.