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

Gen-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 		$16.9K Hold
301
– – ﹤0.01% 512
2026
Q1 		$13.9K Buy
301
+70
+30% +$3.57K ﹤0.01% 514
2025
Q4 		$12K Buy
+231
New +$12.3K ﹤0.01% 515

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

Gen-Wealth Partners's ROBT Position: Q2 2026 in Review

Gen-Wealth Partners held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 301 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Gen-Wealth Partners first reported a position in ROBT in Q4 2025 and has held it in 3 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Gen-Wealth Partners held 301 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $16.9K as of Q2 2026.
  • Gen-Wealth Partners 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 Gen-Wealth Partners's portfolio in Q2 2026, its #512 holding.
  • Gen-Wealth Partners first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2025 and has held it in 3 quarters since.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.