Bank of Montreal’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Bank of Montreal’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	$11.3K	Sell	200 -859	-81%	-$45.8K	﹤0.01%	3660
2026 Q1	$48.9K	Buy	1,059 +79	+8%	+$4.03K	﹤0.01%	3301
2025 Q4	$50.8K	Buy	980 +780	+390%	+$41.6K	﹤0.01%	3191
2025 Q3	$10.6K	Buy	+200	New	+$10.1K	﹤0.01%	3356
2025 Q1	–	Sell	-200	Closed	-$9.01K	–	3701
2024 Q4	$9.01K	Hold	200	–	–	﹤0.01%	3345
2024 Q3	$8.8K	Sell	200 -200	-50%	-$8.43K	﹤0.01%	3670
2024 Q2	$17.4K	Buy	+400	New	+$17.1K	﹤0.01%	3598
2023 Q2	–	Sell	-15	Closed	-$783	–	4249
2023 Q1	$783	Buy	+15	New	+$606	﹤0.01%	3730
2020 Q1	–	Sell	-430	Closed	-$15K	–	4608
2019 Q4	$15K	Hold	430	–	–	﹤0.01%	4449
2019 Q3	$14K	Buy	+430	New	+$13.9K	﹤0.01%	4275

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 22.9% 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

Bank of Montreal's ROBT Position: Q2 2026 in Review

Bank of Montreal reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 81% in Q2 2026, selling an estimated $45.8K and leaving 200 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #3660.

Bank of Montreal first reported a position in ROBT in Q3 2019 and has held it in 10 quarters since. The position peaked at $50.8K in Q4 2025. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Bank of Montreal held 200 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $11.3K as of Q2 2026.
Bank of Montreal sold 859 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $45.8K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q2 2026, its #3660 holding.
Bank of Montreal first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2019 and has held it in 10 quarters since.
Bank of Montreal's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $50.8K in Q4 2025.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.