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Gladstone Institutional Advisory’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Gladstone Institutional Advisory’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
Q1 		– Sell
-3,986
Closed -$207K – 876
2025
Q4 		$207K Sell
3,986
-560
-12% -$29.9K 0.01% 749
2025
Q3 		$240K Buy
+4,546
New +$229K 0.01% 715
2024
Q2 		– Sell
-6,855
Closed -$310K – 687
2024
Q1 		$310K Sell
6,855
-5,138
-43% -$229K 0.02% 522
2023
Q4 		$546K Sell
11,993
-3,568
-23% -$146K 0.03% 401
2023
Q3 		$630K Buy
15,561
+2,064
+15% +$89.9K 0.04% 349
2023
Q2 		$616K Buy
13,497
+1,732
+15% +$74.1K 0.04% 364
2023
Q1 		$502K Sell
11,765
-22
-0.2% -$889 0.03% 401
2022
Q4 		$421K Sell
11,787
-1,343
-10% -$48.6K 0.03% 433
2022
Q3 		$442K Sell
13,130
-1,880
-13% -$72.7K 0.03% 419
2022
Q2 		$557K Buy
15,010
+1,457
+11% +$59.8K 0.04% 385
2022
Q1 		$641K Buy
13,553
+216
+2% +$10.4K 0.04% 380
2021
Q4 		$735K Buy
13,337
+5,179
+63% +$285K 0.06% 308
2021
Q3 		$438K Buy
8,158
+720
+10% +$39.3K 0.04% 360
2021
Q2 		$404K Buy
+7,438
New +$393K 0.05% 334
2020
Q2 		– Sell
-7,745
Closed -$211K – 289
2020
Q1 		$211K Buy
+7,745
New +$253K 0.05% 245

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
BFO
Biltmore Family Office Charlotte, North Carolina $761M AUM 31.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Gladstone Institutional Advisory's ROBT Position: Q1 2026 in Review

Gladstone Institutional Advisory sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q1 2026, closing a stake of 3,986 shares — an estimated $207K sold.

Gladstone Institutional Advisory first reported a position in ROBT in Q1 2020 and held it in 15 quarters. The position peaked at $735K in Q4 2021. 172 funds tracked by Wall St. Rank hold ROBT as of Q1 2026.

  • Gladstone Institutional Advisory reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q1 2026 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 3,986 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q1 2026, an estimated $207K.
  • Gladstone Institutional Advisory first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2020 and held it in 15 quarters.
  • Gladstone Institutional Advisory's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $735K in Q4 2021.
  • 172 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q1 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q1 2026, filed 14 May 2026.