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Great Valley Advisor Group’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Great Valley Advisor 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 		$420K Buy
7,481
+301
+4% +$16K 0.01% 768
2026
Q1 		$331K Buy
7,180
+1,229
+21% +$62.7K 0.01% 794
2025
Q4 		$309K Buy
5,951
+1,288
+28% +$68.7K 0.01% 773
2025
Q3 		$247K Sell
4,663
-316
-6% -$16K ﹤0.01% 827
2025
Q2 		$240K Buy
+4,979
New +$215K 0.01% 809

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 22.9% 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

Great Valley Advisor Group's ROBT Position: Q2 2026 in Review

Great Valley Advisor Group increased its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 4.2% in Q2 2026, buying an estimated $16K and bringing the position to 7,481 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #768.

Great Valley Advisor Group first reported a position in ROBT in Q2 2025 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Great Valley Advisor Group held 7,481 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $420K as of Q2 2026.
  • Great Valley Advisor Group bought 301 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $16K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #768 holding.
  • Great Valley Advisor Group first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2025 and has held it in 5 quarters since.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.