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EP Wealth Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

EP Wealth 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 		$330K Buy
5,861
+405
+7% +$21.6K ﹤0.01% 1233
2026
Q1 		$252K Buy
+5,456
New +$278K ﹤0.01% 1268

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

EP Wealth Advisors's ROBT Position: Q2 2026 in Review

EP Wealth Advisors increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 7.4% in Q2 2026, buying an estimated $21.6K and bringing the position to 5,861 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1233.

EP Wealth Advisors first reported a position in ROBT in Q1 2026 and has held it in 2 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • EP Wealth Advisors held 5,861 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $330K as of Q2 2026.
  • EP Wealth Advisors bought 405 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $21.6K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1233 holding.
  • EP Wealth Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2026 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 EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.