Benjamin Edwards Inc’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Benjamin Edwards Inc’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	$3.39M	Sell	60,222 -1,552	-3%	-$82.7K	0.03%	438
2026 Q1	$2.85M	Sell	61,774 -5,304	-8%	-$270K	0.03%	453
2025 Q4	$3.48M	Sell	67,078 -10,572	-14%	-$564K	0.04%	379
2025 Q3	$4.11M	Buy	77,650 +5,127	+7%	+$259K	0.05%	336
2025 Q2	$3.5M	Buy	72,523 +23,879	+49%	+$1.03M	0.04%	344
2025 Q1	$1.98M	Sell	48,644 -12,302	-20%	-$557K	0.03%	420
2024 Q4	$2.75M	Sell	60,946 -8,179	-12%	-$372K	0.04%	369
2024 Q3	$3.03M	Buy	+69,125	New	+$2.91M	0.04%	349

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

Benjamin Edwards Inc's ROBT Position: Q2 2026 in Review

Benjamin Edwards Inc reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 2.5% in Q2 2026, selling an estimated $82.7K and leaving 60,222 shares worth $3.39M. The position accounts for 0.03% of the portfolio, ranked #438.

Benjamin Edwards Inc first reported a position in ROBT in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.11M in Q3 2025. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Benjamin Edwards Inc held 60,222 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $3.39M as of Q2 2026.
Benjamin Edwards Inc sold 1,552 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $82.7K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.03% of Benjamin Edwards Inc's portfolio in Q2 2026, its #438 holding.
Benjamin Edwards Inc first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2024 and has held it in 8 quarters since.
Benjamin Edwards Inc's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $4.11M in Q3 2025.
181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.