EH
ROBT icon

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
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

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return