Equitable Holdings’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Equitable Holdings’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	$269K	Sell	4,787 -260	-5%	-$13.9K	﹤0.01%	1594
2026 Q1	$262K	Sell	5,047 -480	-9%	-$24.5K	﹤0.01%	1512
2025 Q4	$287K	Sell	5,527 -290	-5%	-$15.5K	﹤0.01%	1352
2025 Q3	$308K	Buy	5,817 +800	+16%	+$40.4K	﹤0.01%	1248
2025 Q2	$242K	Buy	+5,017	New	+$216K	﹤0.01%	1288
2024 Q4	–	Sell	-23,794	Closed	-$1.04M	–	1328
2024 Q3	$1.04M	Buy	23,794 +563	+2%	+$23.7K	0.01%	674
2024 Q2	$984K	Buy	23,231 +2,014	+9%	+$86.2K	0.01%	654
2024 Q1	$960K	Buy	21,217 +6,741	+47%	+$301K	0.01%	629
2023 Q4	$659K	Buy	14,476 +2,984	+26%	+$122K	0.01%	688
2023 Q3	$466K	Buy	+11,492	New	+$500K	0.01%	739

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 22.96% 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

Equitable Holdings's ROBT Position: Q2 2026 in Review

Equitable Holdings reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 5.2% in Q2 2026, selling an estimated $13.9K and leaving 4,787 shares worth $269K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Equitable Holdings first reported a position in ROBT in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2024. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Equitable Holdings held 4,787 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $269K as of Q2 2026.
Equitable Holdings sold 260 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $13.9K.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Equitable Holdings's portfolio in Q2 2026, its #1594 holding.
Equitable Holdings first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 10 quarters since.
Equitable Holdings's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.04M in Q3 2024.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Equitable Holdings's 13F filing for Q2 2026, filed 17 Aug 2026.