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

Clearstead 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 		$3.51K Hold
62
– – ﹤0.01% 2285
2026
Q1 		$2.88K Hold
62
– – ﹤0.01% 1828
2025
Q4 		$3.23K Hold
62
– – ﹤0.01% 2089
2025
Q3 		$3.3K Hold
62
– – ﹤0.01% 2309
2025
Q2 		$3.01K Hold
62
– – ﹤0.01% 2241
2025
Q1 		$2.53K Hold
62
– – ﹤0.01% 1858
2024
Q4 		$2.81K Sell
62
-39
-39% -$1.77K ﹤0.01% 1805
2024
Q3 		$4.42K Buy
101
+39
+63% +$1.64K ﹤0.01% 1725
2024
Q2 		$2.63K Buy
+62
New +$2.65K ﹤0.01% 1787

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
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Clearstead Advisors's ROBT Position: Q2 2026 in Review

Clearstead Advisors held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 62 shares worth $3.51K. The position accounts for ﹤0.01% of the portfolio, ranked #2285.

Clearstead Advisors first reported a position in ROBT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.42K in Q3 2024. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Clearstead Advisors held 62 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $3.51K as of Q2 2026.
  • Clearstead 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 Clearstead Advisors's portfolio in Q2 2026, its #2285 holding.
  • Clearstead Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2024 and has held it in 9 quarters since.
  • Clearstead Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $4.42K in Q3 2024.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.