IA
ROBT icon

IFP Advisors’s First Trust Nasdaq Artificial Intelligence and Robotics ETF ROBT Stock Holding History

IFP Advisors’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 		$81.7K Hold
1,452
– – ﹤0.01% 2109
2026
Q1 		$67K Buy
1,452
+2
+0.1% +$102 ﹤0.01% 2091
2025
Q4 		$75.2K Buy
1,450
+18
+1% +$961 ﹤0.01% 1970
2025
Q3 		$75.7K Sell
1,432
-119
-8% -$6.01K ﹤0.01% 1855
2025
Q2 		$74.9K Buy
1,551
+794
+105% +$34.2K ﹤0.01% 1821
2025
Q1 		$30.8K Sell
757
-53
-7% -$2.4K ﹤0.01% 2102
2024
Q4 		$36.5K Buy
810
+43
+6% +$1.95K ﹤0.01% 1979
2024
Q3 		$33.6K Buy
767
+170
+28% +$7.16K ﹤0.01% 1901
2024
Q2 		$25.3K Sell
597
-915
-61% -$39.2K ﹤0.01% 1975
2024
Q1 		$68.4K Sell
1,512
-632
-29% -$28.2K ﹤0.01% 1463
2023
Q4 		$97.6K Sell
2,144
-375
-15% -$15.4K ﹤0.01% 1252
2023
Q3 		$102K Sell
2,519
-89
-3% -$3.88K ﹤0.01% 1243
2023
Q2 		$119K Sell
2,608
-2,458
-49% -$105K 0.01% 1239
2023
Q1 		$143K Sell
5,066
-3,499
-41% -$141K 0.01% 1083
2022
Q4 		$243K Sell
8,565
-2,322
-21% -$83.9K 0.01% 1257
2022
Q3 		$310K Buy
10,887
+286
+3% +$11.1K 0.01% 1176
2022
Q2 		$301K Hold
10,601
– – 0.01% 1072
2022
Q1 		$301K Buy
10,601
+2,352
+29% +$113K 0.01% 1072
2021
Q4 		$459K Buy
8,249
+969
+13% +$53.4K 0.01% 627
2021
Q3 		$395K Buy
7,280
+504
+7% +$27.5K 0.01% 667
2021
Q2 		$370K Buy
6,776
+699
+12% +$37K 0.01% 647
2021
Q1 		$321K Buy
6,077
+235
+4% +$12.7K 0.01% 660
2020
Q4 		$291K Buy
5,842
+240
+4% +$10.6K 0.01% 667
2020
Q3 		$219K Sell
5,602
-67
-1% -$2.55K 0.01% 677
2020
Q2 		$204K Buy
5,669
+1,550
+38% +$50.1K 0.02% 660
2020
Q1 		$112K Buy
4,119
+328
+9% +$10.7K 0.01% 782
2019
Q4 		$130K Buy
3,791
+339
+10% +$11.1K 0.01% 817
2019
Q3 		$111K Buy
+3,452
New +$111K 0.01% 1010
2019
Q1 		– Sell
-1,695
Closed -$43K – 3216
2018
Q4 		$43K Hold
1,695
– – ﹤0.01% 1695
2018
Q3 		$55K Hold
1,695
– – ﹤0.01% 1841
2018
Q2 		$50K Buy
+1,695
New +$50.3K ﹤0.01% 1911

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

IFP Advisors's ROBT Position: Q2 2026 in Review

IFP Advisors held its First Trust Nasdaq Artificial Intelligence and Robotics ETF (ROBT) position steady in Q2 2026 at 1,452 shares worth $81.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2109.

IFP Advisors first reported a position in ROBT in Q2 2018 and has held it in 31 quarters since. The position peaked at $459K in Q4 2021. 181 funds tracked by Wall St. Rank hold ROBT as of Q2 2026.

  • IFP Advisors held 1,452 shares of First Trust Nasdaq Artificial Intelligence and Robotics ETF worth $81.7K as of Q2 2026.
  • IFP Advisors left its First Trust Nasdaq Artificial Intelligence and Robotics ETF share count unchanged in Q2 2026.
  • First Trust Nasdaq Artificial Intelligence and Robotics ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #2109 holding.
  • IFP Advisors first reported a position in First Trust Nasdaq Artificial Intelligence and Robotics ETF in Q2 2018 and has held it in 31 quarters since.
  • IFP Advisors's First Trust Nasdaq Artificial Intelligence and Robotics ETF position peaked at $459K in Q4 2021.
  • 181 funds tracked by Wall St. Rank held First Trust Nasdaq Artificial Intelligence and Robotics ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.