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

Evelyn Partners 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 Q1	$18.9K	Hold	409	–	–	﹤0.01%	225
2025 Q4	$21.2K	Hold	409	–	–	0.01%	195
2025 Q3	$21.6K	Hold	409	–	–	﹤0.01%	193
2025 Q2	$19.8K	Hold	409	–	–	0.01%	179
2025 Q1	$16.6K	Hold	409	–	–	﹤0.01%	187
2024 Q4	$18.4K	Buy	+409	New	+$18.6K	0.01%	186

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

BFO

Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Evelyn Partners Asset Management's ROBT Position: Q1 2026 in Review

Evelyn Partners Asset Management held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q1 2026 at 409 shares worth $18.9K. The position accounts for ﹤0.01% of the portfolio, ranked #225.

Evelyn Partners Asset Management first reported a position in ROBT in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.6K in Q3 2025. 172 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

Evelyn Partners Asset Management held 409 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $18.9K as of Q1 2026.
Evelyn Partners Asset Management left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q1 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #225 holding.
Evelyn Partners Asset Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $21.6K in Q3 2025.
172 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.