Concord Wealth Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Concord Wealth Partners’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	$1.97K	Buy	+35	New	+$1.86K	﹤0.01%	744
2026 Q1	–	Sell	-35	Closed	-$1.81K	–	658
2025 Q4	$1.81K	Hold	35	–	–	﹤0.01%	706
2025 Q3	$1.85K	Hold	35	–	–	﹤0.01%	716
2025 Q2	$1.69K	Hold	35	–	–	﹤0.01%	735
2025 Q1	$1.42K	Hold	35	–	–	﹤0.01%	708
2024 Q4	$1.58K	Hold	35	–	–	﹤0.01%	735
2024 Q3	$1.53K	Hold	35	–	–	﹤0.01%	776
2024 Q2	$1.48K	Hold	35	–	–	﹤0.01%	691
2024 Q1	$1.58K	Hold	35	–	–	﹤0.01%	767
2023 Q4	$1.59K	Hold	35	–	–	﹤0.01%	737
2023 Q3	$1.42K	Buy	+35	New	+$1.52K	﹤0.01%	915

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

Concord Wealth Partners's ROBT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2026: 35 shares worth $1.97K. The stake represents ﹤0.01% of the portfolio and ranks #744 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in ROBT as recently as Q4 2025.

Concord Wealth Partners first reported a position in ROBT in Q3 2023 and has held it in 11 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Concord Wealth Partners held 35 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $1.97K as of Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new Concord Wealth Partners position in Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #744 holding.
Concord Wealth Partners first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 11 quarters since.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.