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Gerald Baker Financial Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Gerald Baker Financial Group’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 		$353K Buy
6,267
+1
+0% +$53 0.1% 101
2026
Q1 		$289K Buy
+6,266
New +$320K 0.09% 105

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

Gerald Baker Financial Group's ROBT Position: Q2 2026 in Review

Gerald Baker Financial Group increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.02% in Q2 2026, buying an estimated $53 and bringing the position to 6,267 shares worth $353K. The position accounts for 0.1% of the portfolio, ranked #101.

Gerald Baker Financial Group first reported a position in ROBT in Q1 2026 and has held it in 2 quarters since. 179 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Gerald Baker Financial Group held 6,267 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $353K as of Q2 2026.
  • Gerald Baker Financial Group bought 1 First Trust Nasdaq Artificial Intelligence and Robotics ETF share in Q2 2026, an estimated $53.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.1% of Gerald Baker Financial Group's portfolio in Q2 2026, its #101 holding.
  • Gerald Baker Financial Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2026 and has held it in 2 quarters since.
  • 179 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Gerald Baker Financial Group's 13F filing for Q2 2026, filed 3 Aug 2026.