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

Five Pine 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
Q2 		$208K Buy
+3,696
New +$197K 0.12% 48

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Five Pine Wealth Management's ROBT Position: Q2 2026 in Review

Five Pine Wealth Management opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2026: 3,696 shares worth $208K. The stake represents 0.12% of the portfolio and ranks #48 among its holdings.

181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Five Pine Wealth Management held 3,696 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $208K as of Q2 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new Five Pine Wealth Management position in Q2 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.12% of Five Pine Wealth Management's portfolio in Q2 2026, its #48 holding.
  • 181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.