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
2026 Q2	$80K	Buy	+1,423	New	+$75.8K	﹤0.01%	1164
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 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

IFG Advisory's ROBT Position: Q2 2026 in Review

IFG Advisory opened a new position in First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) in Q2 2026: 1,423 shares worth $80K. The stake represents ﹤0.01% of the portfolio and ranks #1164 among its holdings. This is a return to the name: IFG Advisory previously reported a position in ROBT as recently as Q2 2025.

IFG Advisory first reported a position in ROBT in Q4 2020 and has held it in 17 quarters since. The position peaked at $326K in Q4 2023. 182 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

IFG Advisory held 1,423 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $80K as of Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF was a new IFG Advisory position in Q2 2026.
First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of IFG Advisory's portfolio in Q2 2026, its #1164 holding.
IFG Advisory first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q4 2020 and has held it in 17 quarters since.
IFG Advisory's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $326K in Q4 2023.
182 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.