Brinker Capital Investments’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Brinker Capital Investments’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	–	Sell	-8,372	Closed	-$434K	–	2217
2025 Q4	$434K	Buy	8,372 +213	+3%	+$11.4K	﹤0.01%	1647
2025 Q3	$432K	Sell	8,159 -193	-2%	-$9.74K	﹤0.01%	1605
2025 Q2	$403K	Sell	8,352 -1,680	-17%	-$72.4K	﹤0.01%	1579
2025 Q1	$408K	Buy	10,032 +1,892	+23%	+$85.6K	﹤0.01%	1498
2024 Q4	$367K	Buy	+8,140	New	+$370K	﹤0.01%	1464

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

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Brinker Capital Investments's ROBT Position: Q1 2026 in Review

Brinker Capital Investments sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2026, closing a stake of 8,372 shares — an estimated $434K sold.

Brinker Capital Investments first reported a position in ROBT in Q4 2024 and held it in 5 quarters. The position peaked at $434K in Q4 2025. 172 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

Brinker Capital Investments reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2026 after selling out during the quarter.
Brinker Capital Investments sold 8,372 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $434K.
Brinker Capital Investments first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and held it in 5 quarters.
Brinker Capital Investments's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $434K in Q4 2025.
172 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.