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ROBT icon

Harbour Investments’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

Harbour Investments’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 		$1.06M Sell
18,860
-30
-0.2% -$1.6K 0.01% 792
2026
Q1 		$872K Sell
18,890
-9,817
-34% -$501K 0.01% 817
2025
Q4 		$1.49M Sell
28,707
-148
-0.5% -$7.9K 0.03% 477
2025
Q3 		$1.53M Sell
28,855
-8,899
-24% -$449K 0.03% 425
2025
Q2 		$1.82M Buy
37,754
+6,253
+20% +$270K 0.05% 353
2025
Q1 		$1.28M Buy
31,501
+989
+3% +$44.8K 0.04% 420
2024
Q4 		$1.37M Buy
30,512
+27,121
+800% +$1.23M 0.04% 391
2024
Q3 		$149K Sell
3,391
-450
-12% -$19K ﹤0.01% 1144
2024
Q2 		$163K Sell
3,841
-275
-7% -$11.8K 0.01% 1025
2024
Q1 		$186K Buy
4,116
+1,873
+84% +$83.6K 0.01% 949
2023
Q4 		$102K Sell
2,243
-153
-6% -$6.28K ﹤0.01% 1128
2023
Q3 		$97.1K Buy
2,396
+583
+32% +$25.4K ﹤0.01% 1064
2023
Q2 		$82.8K Buy
1,813
+164
+10% +$7.02K ﹤0.01% 1135
2023
Q1 		$70.3K Buy
1,649
+197
+14% +$7.96K ﹤0.01% 1202
2022
Q4 		$51.9K Sell
1,452
-306
-17% -$11.1K ﹤0.01% 1281
2022
Q3 		$65K Hold
1,758
– – ﹤0.01% 1159
2022
Q2 		$65K Buy
+1,758
New +$72.1K ﹤0.01% 1159
2021
Q4 		$943K Buy
17,122
+1,414
+9% +$77.9K 0.06% 311
2021
Q3 		$843K Buy
15,708
+778
+5% +$42.4K 0.03% 493
2021
Q2 		$811K Buy
14,930
+7,418
+99% +$392K 0.03% 509
2021
Q1 		$391K Buy
+7,512
New +$407K 0.01% 705

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

Harbour Investments's ROBT Position: Q2 2026 in Review

Harbour Investments reduced its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) stake by 0.16% in Q2 2026, selling an estimated $1.6K and leaving 18,860 shares worth $1.06M. The position accounts for 0.01% of the portfolio, ranked #792.

Harbour Investments first reported a position in ROBT in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.82M in Q2 2025. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • Harbour Investments held 18,860 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $1.06M as of Q2 2026.
  • Harbour Investments sold 30 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q2 2026, an estimated $1.6K.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up 0.01% of Harbour Investments's portfolio in Q2 2026, its #792 holding.
  • Harbour Investments first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q1 2021 and has held it in 21 quarters since.
  • Harbour Investments's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $1.82M in Q2 2025.
  • 182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.