CMP
ROBT icon

Coston McIsaac & Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Coston McIsaac & 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
Q1 		$7K Hold
162
– – ﹤0.01% 637
2025
Q4 		$8K Hold
162
– – ﹤0.01% 609
2025
Q3 		$8K Hold
162
– – ﹤0.01% 580
2025
Q2 		$7K Hold
162
– – ﹤0.01% 576
2025
Q1 		$6K Hold
162
– – ﹤0.01% 573
2024
Q4 		$7K Buy
162
+1
+0.6% +$45 ﹤0.01% 542
2024
Q3 		$7 Hold
161
– – ﹤0.01% 561
2024
Q2 		$6K Hold
161
– – ﹤0.01% 548
2024
Q1 		$7K Sell
161
-237
-60% -$10.6K ﹤0.01% 535
2023
Q4 		$18K Buy
398
+237
+147% +$9.72K 0.01% 399
2023
Q3 		$6K Buy
+161
New +$7.01K ﹤0.01% 535

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Envestnet Asset Management
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Ameriprise
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Royal Bank of Canada
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BFO
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Raymond James Financial
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Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return