Envestnet Asset Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Envestnet Asset Management’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	$16.1M	Buy	285,440 +54,416	+24%	+$2.9M	﹤0.01%	1610
2026 Q1	$10.7M	Buy	231,024 +32,836	+17%	+$1.67M	﹤0.01%	1789
2025 Q4	$10.3M	Buy	198,188 +32,049	+19%	+$1.71M	﹤0.01%	1663
2025 Q3	$8.79M	Sell	166,139 -2,529	-1%	-$128K	﹤0.01%	1847
2025 Q2	$8.15M	Buy	168,668 +18,814	+13%	+$811K	﹤0.01%	1870
2025 Q1	$6.09M	Buy	149,854 +9,875	+7%	+$447K	﹤0.01%	1985
2024 Q4	$6.3M	Sell	139,979 -2,188	-2%	-$99.4K	﹤0.01%	1947
2024 Q3	$6.23M	Buy	142,167 +8,253	+6%	+$348K	﹤0.01%	1952
2024 Q2	$5.67M	Buy	133,914 +9,249	+7%	+$396K	﹤0.01%	1937
2024 Q1	$5.64M	Sell	124,665 -6,089	-5%	-$272K	﹤0.01%	1899
2023 Q4	$5.95M	Buy	130,754 +28,608	+28%	+$1.17M	﹤0.01%	1771
2023 Q3	$4.14M	Buy	102,146 +32,788	+47%	+$1.43M	﹤0.01%	1927
2023 Q2	$3.17M	Buy	69,358 +40,754	+142%	+$1.74M	﹤0.01%	1981
2023 Q1	$1.22M	Buy	+28,604	New	+$1.16M	﹤0.01%	2533
2022 Q4	–	Sell	-7,526	Closed	-$253K	–	4041
2022 Q3	$253K	Buy	7,526 +71	+1%	+$2.75K	﹤0.01%	3459
2022 Q2	$277K	Sell	7,455 -137	-2%	-$5.62K	﹤0.01%	3399
2022 Q1	$359K	Buy	7,592 +278	+4%	+$13.4K	﹤0.01%	3343
2021 Q4	$403K	Buy	7,314 +1,039	+17%	+$57.2K	﹤0.01%	3211
2021 Q3	$337K	Buy	6,275 +234	+4%	+$12.8K	﹤0.01%	3225
2021 Q2	$328K	Buy	6,041 +471	+8%	+$24.9K	﹤0.01%	3237
2021 Q1	$290K	Buy	+5,570	New	+$302K	﹤0.01%	3150
2020 Q1	–	Sell	-9,110	Closed	-$313K	–	3107
2019 Q4	$313K	Sell	9,110 -212	-2%	-$6.95K	﹤0.01%	2711
2019 Q3	$295K	Sell	9,322 -6,822	-42%	-$220K	﹤0.01%	2674
2019 Q2	$535K	Buy	+16,144	New	+$525K	﹤0.01%	2364

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Envestnet Asset Management's ROBT Position: Q2 2026 in Review

Envestnet Asset Management increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 24% in Q2 2026, buying an estimated $2.9M and bringing the position to 285,440 shares worth $16.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1610.

Envestnet Asset Management first reported a position in ROBT in Q2 2019 and has held it in 24 quarters since. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Envestnet Asset Management held 285,440 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $16.1M as of Q2 2026.
Envestnet Asset Management bought 54,416 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $2.9M.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1610 holding.
Envestnet Asset Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2019 and has held it in 24 quarters since.
181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.