IA
ROBT icon

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

IFG 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
2025
Q3 		– Sell
-4,451
Closed -$215K – 788
2025
Q2 		$215K Sell
4,451
-634
-12% -$27.3K 0.01% 702
2025
Q1 		$207K Hold
5,085
– – 0.01% 651
2024
Q4 		$229K Buy
+5,085
New +$231K 0.01% 607
2024
Q3 		– Sell
-6,189
Closed -$262K – 562
2024
Q2 		$262K Buy
+6,189
New +$265K 0.02% 537
2024
Q1 		– Sell
-7,150
Closed -$326K – 529
2023
Q4 		$326K Sell
7,150
-116
-2% -$4.76K 0.02% 461
2023
Q3 		$294K Buy
+7,266
New +$316K 0.02% 440
2023
Q2 		– Sell
-6,128
Closed -$261K – 455
2023
Q1 		$261K Sell
6,128
-230
-4% -$9.3K 0.02% 434
2022
Q4 		$227K Buy
6,358
+112
+2% +$4.05K 0.02% 443
2022
Q3 		$210K Sell
6,246
-718
-10% -$27.8K 0.02% 482
2022
Q2 		$258K Buy
6,964
+652
+10% +$26.8K 0.03% 399
2022
Q1 		$298K Buy
6,312
+951
+18% +$45.9K 0.03% 407
2021
Q4 		$295K Hold
5,361
– – 0.03% 405
2021
Q3 		$287K Buy
5,361
+1,048
+24% +$57.2K 0.03% 404
2021
Q2 		$234K Buy
4,313
+2
+0% +$106 0.03% 429
2021
Q1 		$224K Sell
4,311
-18
-0.4% -$976 0.03% 443
2020
Q4 		$217K Buy
+4,329
New +$192K 0.03% 424

Other funds holding ROBT

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

IFG Advisory's ROBT Position: Q3 2025 in Review

IFG Advisory sold out of First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q3 2025, closing a stake of 4,451 shares — an estimated $215K sold.

IFG Advisory first reported a position in ROBT in Q4 2020 and held it in 16 quarters. The position peaked at $326K in Q4 2023. 167 funds tracked by Wall St. Rank hold ROBT as of Q3 2025.

  • IFG Advisory reported no remaining First Trust Nasdaq Artificial Intelligence and Robotics ETF position as of Q3 2025 after selling out during the quarter.
  • IFG Advisory sold 4,451 First Trust Nasdaq Artificial Intelligence and Robotics ETF shares in Q3 2025, an estimated $215K.
  • IFG Advisory first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2020 and held it in 16 quarters.
  • IFG Advisory's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $326K in Q4 2023.
  • 167 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q3 2025.

Based on IFG Advisory's 13F filing for Q3 2025, filed 12 Nov 2025.