First Trust Advisors’s Serve Robotics SERV Stock Holding History

First Trust Advisors’s Portfolio SERV Stock Details SERV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.68M	Buy	1,167,709 +208,856	+22%	+$1.74M	﹤0.01%	1337
2026 Q1	$8.09M	Sell	958,853 -63,606	-6%	-$688K	0.01%	1194
2025 Q4	$10.6M	Buy	1,022,459 +262,348	+35%	+$3.15M	0.01%	1076
2025 Q3	$8.84M	Buy	+760,111	New	+$8.33M	0.01%	1129

Other funds holding SERV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

First Trust Advisors's SERV Position: Q2 2026 in Review

First Trust Advisors increased its Serve Robotics (SERV) stake by 22% in Q2 2026, buying an estimated $1.74M and bringing the position to 1,167,709 shares worth $7.68M. The position accounts for ﹤0.01% of the portfolio, ranked #1337.

First Trust Advisors first reported a position in SERV in Q3 2025 and has held it in 4 quarters since. The position peaked at $10.6M in Q4 2025. 195 funds tracked by Wall St. Rank hold SERV as of Q2 2026.

First Trust Advisors held 1,167,709 shares of Serve Robotics worth $7.68M as of Q2 2026.
First Trust Advisors bought 208,856 Serve Robotics shares in Q2 2026, an estimated $1.74M.
Serve Robotics made up ﹤0.01% of First Trust Advisors's portfolio in Q2 2026, its #1337 holding.
First Trust Advisors first reported a position in Serve Robotics in Q3 2025 and has held it in 4 quarters since.
First Trust Advisors's Serve Robotics position peaked at $10.6M in Q4 2025.
195 funds tracked by Wall St. Rank held Serve Robotics as of Q2 2026.

Based on First Trust Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.