Creative Planning
ROBT icon

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

Creative Planning’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 		$559K Buy
+9,936
New +$530K ﹤0.01% 3110
2023
Q4 		– Sell
-852
Closed -$34.5K – 3034
2023
Q3 		$34.5K Buy
+852
New +$37.1K ﹤0.01% 2524

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 22.96% 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
Raymond James Financial
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Creative Planning's ROBT Position: Q2 2026 in Review

Creative Planning opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2026: 9,936 shares worth $559K. The stake represents ﹤0.01% of the portfolio and ranks #3110 among its holdings. This is a return to the name: Creative Planning previously reported a position in ROBT as recently as Q3 2023.

Creative Planning first reported a position in ROBT in Q3 2023 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Creative Planning held 9,936 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $559K as of Q2 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new Creative Planning position in Q2 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3110 holding.
  • Creative Planning first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 2 quarters since.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.