Gateway Wealth Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Gateway Wealth Partners’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	$1.61M	Sell	28,529 -61,417	-68%	-$3.27M	0.1%	223
2026 Q1	$4.15M	Buy	89,946 +46,582	+107%	+$2.38M	0.16%	151
2025 Q4	$2.25M	Buy	43,364 +1,424	+3%	+$76K	0.25%	111
2025 Q3	$2.22M	Buy	41,940 +97	+0.2%	+$4.9K	0.3%	90
2025 Q2	$2.02M	Buy	41,843 +3,088	+8%	+$133K	0.38%	75
2025 Q1	$1.58M	Buy	38,755 +2,936	+8%	+$133K	0.35%	76
2024 Q4	$1.61M	Sell	35,819 -2,529	-7%	-$115K	0.42%	61
2024 Q3	$1.68M	Sell	38,348 -839	-2%	-$35.4K	0.46%	55
2024 Q2	$1.66M	Buy	39,187 +33,754	+621%	+$1.45M	0.5%	52
2024 Q1	$246K	Buy	5,433 +542	+11%	+$24.2K	0.09%	200
2023 Q4	$223K	Buy	+4,891	New	+$201K	0.09%	202

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

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

Gateway Wealth Partners's ROBT Position: Q2 2026 in Review

Gateway Wealth Partners reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 68% in Q2 2026, selling an estimated $3.27M and leaving 28,529 shares worth $1.61M. The position accounts for 0.1% of the portfolio, ranked #223.

Gateway Wealth Partners first reported a position in ROBT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.15M in Q1 2026. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Gateway Wealth Partners held 28,529 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $1.61M as of Q2 2026.
Gateway Wealth Partners sold 61,417 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $3.27M.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.1% of Gateway Wealth Partners's portfolio in Q2 2026, its #223 holding.
Gateway Wealth Partners first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2023 and has held it in 11 quarters since.
Gateway Wealth Partners's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $4.15M in Q1 2026.
181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.