Global Retirement Partners’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Global Retirement 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	$31.2K	Buy	+555	New	+$29.6K	﹤0.01%	2805
2025 Q4	$39.2K	Hold	755	–	–	﹤0.01%	2497
2025 Q3	$39.9K	Buy	755 +1	+0.1%	+$50	﹤0.01%	2026
2025 Q2	$36.4K	Buy	+754	New	+$32.5K	﹤0.01%	1951
2024 Q4	$24.9K	Sell	553 -453	-45%	-$20.6K	﹤0.01%	1970
2024 Q3	$44.1K	Sell	1,006 -470	-32%	-$19.8K	﹤0.01%	1614
2024 Q2	$62.5K	Buy	1,476 +392	+36%	+$16.8K	﹤0.01%	1414
2024 Q1	$49K	Sell	1,084 -124	-10%	-$5.53K	﹤0.01%	1427
2023 Q4	$52.3K	Buy	1,208 +200	+20%	+$8.21K	﹤0.01%	1346
2023 Q3	$39.8K	Hold	1,008	–	–	﹤0.01%	1372
2023 Q2	$46K	Sell	1,008 -9	-0.9%	-$385	﹤0.01%	1312
2023 Q1	$40.8K	Buy	1,017 +1	+0.1%	+$40	﹤0.01%	1326
2022 Q4	$36.3K	Buy	1,016 +300	+42%	+$10.8K	﹤0.01%	1233
2022 Q3	$26K	Buy	716 +480	+203%	+$18.6K	﹤0.01%	1277
2022 Q2	$9K	Buy	236 +1	+0.4%	+$41	﹤0.01%	1693
2022 Q1	$9K	Buy	235 +105	+81%	+$5.07K	﹤0.01%	1678
2021 Q4	$7K	Hold	130	–	–	0.01%	172
2021 Q3	$7K	Hold	130	–	–	﹤0.01%	1532
2021 Q2	$7K	Buy	+130	New	+$6.88K	﹤0.01%	1491

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 22.9% 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

Global Retirement Partners's ROBT Position: Q2 2026 in Review

Global Retirement Partners opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2026: 555 shares worth $31.2K. The stake represents ﹤0.01% of the portfolio and ranks #2805 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in ROBT as recently as Q4 2025.

Global Retirement Partners first reported a position in ROBT in Q2 2021 and has held it in 19 quarters since. The position peaked at $62.5K in Q2 2024. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

Global Retirement Partners held 555 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $31.2K as of Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new Global Retirement Partners position in Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2805 holding.
Global Retirement Partners first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2021 and has held it in 19 quarters since.
Global Retirement Partners's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $62.5K in Q2 2024.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.