Avantax Advisory Services’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$413K Sell
8,541
-559
-6% -$24.1K ﹤0.01% 1701
2025
Q1
$370K Buy
9,100
+619
+7% +$28K ﹤0.01% 1696
2024
Q4
$382K Sell
8,481
-298
-3% -$13.5K ﹤0.01% 1624
2024
Q3
$384K Sell
8,779
-1,263
-13% -$53.2K ﹤0.01% 1586
2024
Q2
$425K Buy
10,042
+2,213
+28% +$94.8K ﹤0.01% 1469
2024
Q1
$354K Buy
7,829
+394
+5% +$17.6K ﹤0.01% 1215
2023
Q4
$339K Sell
7,435
-611
-8% -$25.1K ﹤0.01% 1177
2023
Q3
$326K Buy
8,046
+1,576
+24% +$68.6K ﹤0.01% 1151
2023
Q2
$295K Buy
+6,470
New +$277K ﹤0.01% 1196

Other funds holding ROBT

Avantax Advisory Services's ROBT Position: Q2 2025 in Review

Avantax Advisory Services reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 6.1% in Q2 2025, selling an estimated $24.1K and leaving 8,541 shares worth $413K. The position accounts for ﹤0.01% of the portfolio, ranked #1701.

Avantax Advisory Services first reported a position in ROBT in Q2 2023 and has held it in 9 quarters since. The position peaked at $425K in Q2 2024. 150 funds tracked by Wall St. Rank hold ROBT as of Q2 2025.

  • Avantax Advisory Services held 8,541 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $413K as of Q2 2025.
  • Avantax Advisory Services sold 559 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2025, an estimated $24.1K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1701 holding.
  • Avantax Advisory Services first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2023 and has held it in 9 quarters since.
  • Avantax Advisory Services's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $425K in Q2 2024.
  • 150 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.