Creative Financial Designs’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Creative Financial Designs’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	$3.04K	Hold	54	–	–	﹤0.01%	1830
2026 Q1	$2.49K	Sell	54 -1,325	-96%	-$67.6K	﹤0.01%	1740
2025 Q4	$71.5K	Hold	1,379	–	–	﹤0.01%	740
2025 Q3	$72.9K	Buy	1,379 +50	+4%	+$2.52K	﹤0.01%	726
2025 Q2	$64.2K	Sell	1,329 -270	-17%	-$11.6K	﹤0.01%	784
2025 Q1	$65K	Hold	1,599	–	–	0.01%	741
2024 Q4	$72K	Buy	1,599 +8	+0.5%	+$363	0.01%	683
2024 Q3	$69.7K	Buy	1,591 +3	+0.2%	+$126	0.01%	686
2024 Q2	$67.2K	Sell	1,588 -18	-1%	-$771	0.01%	671
2024 Q1	$72.7K	Buy	1,606 +1,443	+885%	+$64.4K	0.01%	635
2023 Q4	$7.43K	Buy	163 +145	+806%	+$5.95K	﹤0.01%	1175
2023 Q3	$733	Hold	18	–	–	﹤0.01%	1423
2023 Q2	$826	Hold	18	–	–	﹤0.01%	1383
2023 Q1	$770	Hold	18	–	–	﹤0.01%	1321
2022 Q4	$645	Hold	18	–	–	﹤0.01%	1231
2022 Q3	$1K	Hold	18	–	–	﹤0.01%	1254
2022 Q2	$1K	Hold	18	–	–	﹤0.01%	1209
2022 Q1	$1K	Hold	18	–	–	﹤0.01%	1225
2021 Q4	$1K	Buy	+18	New	+$992	﹤0.01%	1178

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 22.9% 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

Creative Financial Designs's ROBT Position: Q2 2026 in Review

Creative Financial Designs held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 54 shares worth $3.04K. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Creative Financial Designs first reported a position in ROBT in Q4 2021 and has held it in 19 quarters since. The position peaked at $72.9K in Q3 2025. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Creative Financial Designs held 54 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $3.04K as of Q2 2026.
Creative Financial Designs 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 Creative Financial Designs's portfolio in Q2 2026, its #1830 holding.
Creative Financial Designs first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2021 and has held it in 19 quarters since.
Creative Financial Designs's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $72.9K in Q3 2025.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.