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

Cottage Street 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	$418K	Buy	7,424 +2,910	+64%	+$155K	0.16%	92
2026 Q1	$208K	Hold	4,514	–	–	0.09%	133
2025 Q4	$234K	Sell	4,514 -282	-6%	-$15K	0.1%	120
2025 Q3	$254K	Hold	4,796	–	–	0.11%	114
2025 Q2	$232K	Buy	+4,796	New	+$207K	0.12%	101
2025 Q1	–	Sell	-5,087	Closed	-$229K	–	115
2024 Q4	$229K	Sell	5,087 -656	-11%	-$29.8K	0.12%	104
2024 Q3	$251K	Sell	5,743 -828	-13%	-$34.9K	0.14%	94
2024 Q2	$278K	Sell	6,571 -99	-1%	-$4.24K	0.16%	79
2024 Q1	$302K	Buy	6,670 +933	+16%	+$41.6K	0.18%	71
2023 Q4	$257K	Hold	5,737	–	–	0.17%	75
2023 Q3	$232K	Buy	+5,737	New	+$250K	0.17%	78

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

Cottage Street Advisors's ROBT Position: Q2 2026 in Review

Cottage Street Advisors increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 64% in Q2 2026, buying an estimated $155K and bringing the position to 7,424 shares worth $418K. The position accounts for 0.16% of the portfolio, ranked #92.

Cottage Street Advisors 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.

Cottage Street Advisors held 7,424 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $418K as of Q2 2026.
Cottage Street Advisors bought 2,910 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $155K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.16% of Cottage Street Advisors's portfolio in Q2 2026, its #92 holding.
Cottage Street Advisors 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 Cottage Street Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.