Blue Bell Private Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Blue Bell Private Wealth Management’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	$56	Hold	1	–	–	﹤0.01%	712
2026 Q1	$46	Hold	1	–	–	﹤0.01%	719
2025 Q4	$52	Hold	1	–	–	﹤0.01%	721
2025 Q3	$53	Hold	1	–	–	﹤0.01%	727
2025 Q2	$48	Hold	1	–	–	﹤0.01%	723
2025 Q1	$41	Hold	1	–	–	﹤0.01%	715
2024 Q4	$45	Hold	1	–	–	﹤0.01%	673
2024 Q3	$44	Hold	1	–	–	﹤0.01%	684
2024 Q2	$42	Hold	1	–	–	﹤0.01%	712
2024 Q1	$45	Sell	1 -90	-99%	-$4.02K	﹤0.01%	719
2023 Q4	$4.14K	Hold	91	–	–	﹤0.01%	575
2023 Q3	$3.69K	Hold	91	–	–	﹤0.01%	528
2023 Q2	$4.16K	Hold	91	–	–	﹤0.01%	521
2023 Q1	$3.88K	Hold	91	–	–	﹤0.01%	497
2022 Q4	$3.25K	Sell	91 -1	-1%	-$36	﹤0.01%	523
2022 Q3	$3K	Hold	92	–	–	﹤0.01%	561
2022 Q2	$3K	Hold	92	–	–	﹤0.01%	603
2022 Q1	$4K	Hold	92	–	–	﹤0.01%	599
2021 Q4	$5K	Buy	+92	New	+$5.07K	﹤0.01%	546

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

Blue Bell Private Wealth Management's ROBT Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 1 share worth $56. The position accounts for ﹤0.01% of the portfolio, ranked #712.

Blue Bell Private Wealth Management first reported a position in ROBT in Q4 2021 and has held it in 19 quarters since. The position peaked at $5K in Q4 2021. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Blue Bell Private Wealth Management held 1 share of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $56 as of Q2 2026.
Blue Bell Private Wealth Management left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #712 holding.
Blue Bell Private Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2021 and has held it in 19 quarters since.
Blue Bell Private Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $5K in Q4 2021.
181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.