EPG Wealth Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

EPG Wealth 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 Q1	$510K	Buy	11,052 +894	+9%	+$45.6K	0.14%	143
2025 Q4	$527K	Buy	10,158 +1,928	+23%	+$103K	0.14%	142
2025 Q3	$435K	Sell	8,230 -685	-8%	-$34.6K	0.12%	150
2025 Q2	$431K	Sell	8,915 -40,751	-82%	-$1.76M	0.13%	148
2025 Q1	$2.02M	Buy	49,666 +1,548	+3%	+$70.1K	0.56%	41
2024 Q4	$2.17M	Sell	48,118 -1,334	-3%	-$60.6K	0.57%	37
2024 Q3	$2.17M	Buy	+49,452	New	+$2.08M	0.55%	41
2024 Q2	–	Sell	-56,404	Closed	-$2.42M	–	34
2024 Q1	$2.55M	Sell	56,404 -362	-0.6%	-$16.2K	0.62%	31
2023 Q4	$2.49M	Buy	56,766 +14,693	+35%	+$603K	0.65%	30
2023 Q3	$1.7M	Buy	+42,073	New	+$1.83M	0.51%	41

Other funds holding ROBT

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

EPG Wealth Management's ROBT Position: Q1 2026 in Review

EPG Wealth Management increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 8.8% in Q1 2026, buying an estimated $45.6K and bringing the position to 11,052 shares worth $510K. The position accounts for 0.14% of the portfolio, ranked #143.

EPG Wealth Management first reported a position in ROBT in Q3 2023 and has held it in 10 quarters since. The position peaked at $2.55M in Q1 2024. 170 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

EPG Wealth Management held 11,052 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $510K as of Q1 2026.
EPG Wealth Management bought 894 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $45.6K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.14% of EPG Wealth Management's portfolio in Q1 2026, its #143 holding.
EPG Wealth Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 10 quarters since.
EPG Wealth Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $2.55M in Q1 2024.
170 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.