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FWL Investment Management’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

FWL Investment 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 		$844 Hold
15
– – ﹤0.01% 478
2026
Q1 		$692 Hold
15
– – ﹤0.01% 336
2025
Q4 		$778 Hold
15
– – ﹤0.01% 353
2025
Q3 		$793 Hold
15
– – ﹤0.01% 324
2025
Q2 		$725 Hold
15
– – ﹤0.01% 322
2025
Q1 		$610 Hold
15
– – ﹤0.01% 286
2024
Q4 		$676 Sell
15
-265
-95% -$12K ﹤0.01% 299
2024
Q3 		$12.3K Sell
280
-7
-2% -$295 ﹤0.01% 225
2024
Q2 		$12.2K Buy
287
+29
+11% +$1.24K 0.01% 180
2024
Q1 		$11.7K Buy
258
+62
+32% +$2.77K 0.01% 154
2023
Q4 		$8.92K Sell
196
-60
-23% -$2.46K 0.01% 165
2023
Q3 		$10.4K Buy
+256
New +$11.1K 0.01% 146

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

FWL Investment Management's ROBT Position: Q2 2026 in Review

FWL Investment Management held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 15 shares worth $844. The position accounts for ﹤0.01% of the portfolio, ranked #478.

FWL Investment Management first reported a position in ROBT in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.3K in Q3 2024. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • FWL Investment Management held 15 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $844 as of Q2 2026.
  • FWL Investment Management left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q2 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of FWL Investment Management's portfolio in Q2 2026, its #478 holding.
  • FWL Investment Management first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q3 2023 and has held it in 12 quarters since.
  • FWL Investment Management's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $12.3K 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 FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.