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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
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 $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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 $68.3B AUM 20.5% 1-Year Est. Return

Biltmore Family Office's ROBT Position: Q1 2026 in Review

Biltmore Family Office increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 20% in Q1 2026, buying an estimated $1.74M and bringing the position to 207,529 shares worth $9.58M. The position accounts for 1.34% of the portfolio, ranked #11.

Biltmore Family Office first reported a position in ROBT in Q3 2022 and has held it in 15 quarters since. 171 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • Biltmore Family Office held 207,529 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $9.58M as of Q1 2026.
  • Biltmore Family Office bought 34,118 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $1.74M.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 1.34% of Biltmore Family Office's portfolio in Q1 2026, its #11 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 15 quarters since.
  • 171 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Biltmore Family Office's 13F filing for Q1 2026, filed 11 May 2026.