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Biltmore Family Office’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Biltmore Family Office’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 		$11.3M Sell
200,992
-6,537
-3% -$348K 1.49% 9
2026
Q1 		$9.58M Buy
207,529
+34,118
+20% +$1.74M 1.34% 11
2025
Q4 		$8.99M Buy
173,411
+27,902
+19% +$1.49M 1.24% 11
2025
Q3 		$7.7M Sell
145,509
-72
-0% -$3.63K 1.1% 14
2025
Q2 		$7.03M Buy
145,581
+10,966
+8% +$473K 1.19% 12
2025
Q1 		$5.47M Buy
134,615
+3,817
+3% +$173K 0.93% 18
2024
Q4 		$5.89M Buy
130,798
+9,149
+8% +$416K 0.99% 16
2024
Q3 		$5.33M Buy
121,649
+2,708
+2% +$114K 0.91% 17
2024
Q2 		$5.04M Buy
118,941
+10,614
+10% +$454K 0.93% 16
2024
Q1 		$4.9M Buy
108,327
+27,297
+34% +$1.22M 0.97% 16
2023
Q4 		$3.69M Buy
81,030
+39,421
+95% +$1.62M 0.76% 20
2023
Q3 		$1.69M Buy
41,609
+2,413
+6% +$105K 0.38% 48
2023
Q2 		$1.79M Buy
39,196
+2,197
+6% +$94K 0.38% 46
2023
Q1 		$1.58M Sell
36,999
-5,885
-14% -$238K 0.33% 50
2022
Q4 		$1.53M Buy
42,884
+26,756
+166% +$967K 0.32% 48
2022
Q3 		$543K Buy
+16,128
New +$624K 0.12% 94

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Biltmore Family Office's ROBT Position: Q2 2026 in Review

Biltmore Family Office reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 3.1% in Q2 2026, selling an estimated $348K and leaving 200,992 shares worth $11.3M. The position accounts for 1.49% of the portfolio, ranked #9.

Biltmore Family Office first reported a position in ROBT in Q3 2022 and has held it in 16 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Biltmore Family Office held 200,992 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $11.3M as of Q2 2026.
  • Biltmore Family Office sold 6,537 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $348K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 1.49% of Biltmore Family Office's portfolio in Q2 2026, its #9 holding.
  • Biltmore Family Office first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2022 and has held it in 16 quarters since.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Biltmore Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.