IEQ Capital’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

IEQ Capital’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	$225K	Buy	+4,000	New	+$213K	﹤0.01%	1781

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 22.96% 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

IEQ Capital's ROBT Position: Q2 2026 in Review

IEQ Capital opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2026: 4,000 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1781 among its holdings.

181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

IEQ Capital held 4,000 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $225K as of Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new IEQ Capital position in Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1781 holding.
181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.