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Compass Financial Services’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Compass Financial Services’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
-25
Closed -$1.3K – 222
2025
Q4 		$1.3K Hold
25
– – ﹤0.01% 272
2025
Q3 		$1.32K Buy
+25
New +$1.26K ﹤0.01% 279

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 22.9% 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
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Compass Financial Services's ROBT Position: Q1 2026 in Review

Compass Financial Services sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2026, closing a stake of 25 shares — an estimated $1.3K sold.

Compass Financial Services first reported a position in ROBT in Q3 2025 and held it in 2 quarters. The position peaked at $1.32K in Q3 2025. 172 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • Compass Financial Services reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2026 after selling out during the quarter.
  • Compass Financial Services sold 25 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $1.3K.
  • Compass Financial Services first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2025 and held it in 2 quarters.
  • Compass Financial Services's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.32K in Q3 2025.
  • 172 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.