Centerpoint Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Centerpoint Advisors’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	$14K	Hold	250	–	–	﹤0.01%	313
2026 Q1	$12K	Hold	250	–	–	﹤0.01%	308
2025 Q4	$13K	Hold	250	–	–	﹤0.01%	308
2025 Q3	$13K	Hold	250	–	–	﹤0.01%	311
2025 Q2	$12K	Hold	250	–	–	﹤0.01%	304
2025 Q1	$10K	Hold	250	–	–	﹤0.01%	325
2024 Q4	$11K	Hold	250	–	–	﹤0.01%	343
2024 Q3	$11K	Hold	250	–	–	﹤0.01%	351
2024 Q2	$11K	Hold	250	–	–	﹤0.01%	342
2024 Q1	$11K	Hold	250	–	–	﹤0.01%	323
2023 Q4	$11K	Hold	250	–	–	﹤0.01%	321
2023 Q3	$10K	Buy	+250	New	+$10.9K	﹤0.01%	338

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

Centerpoint Advisors's ROBT Position: Q2 2026 in Review

Centerpoint Advisors held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 250 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #313.

Centerpoint Advisors first reported a position in ROBT in Q3 2023 and has held it in 12 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Centerpoint Advisors held 250 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $14K as of Q2 2026.
Centerpoint Advisors 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 Centerpoint Advisors's portfolio in Q2 2026, its #313 holding.
Centerpoint Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 12 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Centerpoint Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.